Equity Mutual Funds List

Number of Funds: 3,618
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.66%
Avg. 1 Year Return: 22.34%
Median Risk/Return Score: 44 / 100

3534 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FIVQX	Fidelity Advisor International Value Fund Class I	Foreign Large Cap Equities	May 18, 2006	1.05%	6.02%	9.67%	2.25%	37
FIWCX	Fidelity SAI International Value Index Fund	Foreign Large Cap Equities	Dec 19, 2017	0.17%	13.58%	—	6.14%	78
FIXIX	Fidelity Advisor International Small Cap Fund Clas...	Foreign Small & Mid Cap Equities	May 27, 2003	1.02%	8.74%	9.00%	3.25%	28
FJACX	Fidelity Series Small Cap Discovery Fund	Small Cap Blend Equities	Nov 7, 2013	0.00%	15.74%	10.98%	9.02%	55
FJPCX	Fidelity Advisor Japan Fund Class C	Japan Equities	Dec 14, 2010	2.09%	20.85%	10.36%	7.58%	63
FJPIX	Fidelity Advisor Japan Fund Class I	Japan Equities	Dec 14, 2010	1.04%	21.44%	11.40%	8.05%	66
FJPNX	Fidelity Japan Fund	Japan Equities	Sep 15, 1992	1.09%	21.45%	11.38%	8.20%	69
FJPTX	Fidelity Advisor Japan Fund Class M	Japan Equities	Dec 14, 2010	1.70%	21.16%	10.78%	7.86%	63
FJSCX	Fidelity Japan Smaller Companies Fund	Japan Equities	Nov 1, 1995	0.91%	20.14%	9.33%	14.66%	57
FKASX	Federated Hermes Kaufmann Small Cap Fund	Small Cap Growth Equities	Dec 18, 2002	1.36%	11.68%	13.91%	18.54%	24
FKDNX	Franklin DynaTech Fund	Large Cap Growth Equities	Jan 2, 1968	0.79%	6.84%	17.89%	10.45%	18
FKEMX	Fidelity Emerging Markets K	Emerging Markets Equities	May 9, 2008	0.77%	21.79%	12.11%	0.06%	78
FKGRX	Franklin Growth Fund	Large Cap Growth Equities	Apr 1, 1948	0.79%	4.29%	13.96%	13.78%	25
FKICX	Fidelity Small Cap Stock K6 Fund	Small Cap Blend Equities	May 25, 2017	0.60%	18.53%	—	19.94%	58
FKIDX	Fidelity Diversified International K6 Fund	Foreign Large Cap Equities	May 25, 2017	0.60%	10.72%	—	1.99%	30
FKMCX	Fidelity Mid-Cap Stock Fund Class K	Mid Cap Blend Equities	May 9, 2008	0.76%	17.69%	12.64%	1.58%	76
FKUQX	Franklin Utilities Fund Class A	Utilities Equities	Sep 30, 1948	0.81%	6.40%	—	7.65%	23
FKUTX	Franklin Utilities Fund	Utilities Equities	Sep 29, 1948	0.72%	6.43%	9.49%	7.74%	25
FLACX	Fidelity Advisor Stock Selector All Cap Fund Class...	Large Cap Growth Equities	Oct 23, 2012	1.75%	12.51%	14.37%	3.88%	81
FLAPX	Fidelity Flex Mid Cap Index Fund	Mid Cap Blend Equities	Mar 9, 2017	0.00%	14.86%	—	0.00%	67

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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Time Period

Best Equity Mutual funds by Risk/Return Score

The top Equity Mutual funds by PortfoliosLab Risk/Return Score are ARKVX (99) and MERIX (98). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
ARKVX	ARK Venture Fund	99	—	Sep 2022
MERIX	The Merger Fund Class I	98	—	Aug 2013
VARBX	Vivaldi Merger Arbitrage Fund Class I	98	—	Oct 2015
FDCPX	Fidelity Select Tech Hardware Portfolio	98	—	Jul 1985
ARBNX	The Arbitrage Fund Class Institutional	97	—	Oct 2003

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (48.62%). Across the lineup, Equity Mutual funds show an average 1-year return of 22.34% and an average 5-year return of 8.37%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	48.62%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	44.40%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	41.45%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	41.08%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	40.73%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FINVX (0.01%). With an average expense ratio of 0.95%, Equity Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 2019
FHKFX	Fidelity Series Emerging Markets Fund	0.01%	—	Aug 2018

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (903.58%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.66%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
EGFIX	Edgewood Growth Fund	903.58%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
PIUIX	Federated Hermes International Equity Fd	179.73%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	166.34%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	160.57%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,983 Mutual funds Multi-Asset · 1,522 Mutual funds Alternatives · 132 Mutual funds Real Estate · 114 Mutual funds Commodity · 62 Mutual funds Preferred Stock · 11 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.