Equity Mutual Funds List

Here you can find all the Equity asset class mutual funds and compare their essential indicators like expense ratio or rate of return to see which suits your portfolio best.

Asset Class is Equity

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FIMPX	Nuveen Small Cap Growth Opportunities Fund	Small Cap Growth Equities	Aug 1, 1995	0.96%	-7.24%	10.25%	5.93%	24
FIMVX	Fidelity Mid Cap Value Index Fund	Mid Cap Value Equities	Jul 11, 2019	0.05%	4.90%	—	2.37%	42
FINFX	American Funds Fundamental Investors® Class F-2	Large Cap Blend Equities, Dividend	Aug 1, 1978	0.39%	-2.52%	13.61%	8.98%	71
FINSX	Fidelity Advisor New Insights Fund Class I	Large Cap Growth Equities	Jul 31, 2003	0.68%	-3.04%	15.45%	9.09%	68
FINVX	Fidelity Series International Value Fund	Foreign Large Cap Equities	Dec 3, 2009	0.01%	2.56%	10.49%	10.92%	84
FIONX	Fidelity SAI International Index Fund	Foreign Large Cap Equities	Jan 5, 2016	0.04%	1.95%	—	3.21%	70
FIOOX	Fidelity Series Large Cap Value Index Fund	Large Cap Value Equities	Nov 7, 2013	0.00%	2.91%	10.42%	3.43%	46
FIQEX	Fidelity Advisor Canada Fund Class Z	Foreign Large Cap Equities	Oct 2, 2018	0.66%	3.33%	—	5.61%	82
FIQFX	Fidelity Advisor China Region Fund Class Z	China Equities	Oct 2, 2018	0.80%	8.89%	—	1.90%	89
FIQGX	Fidelity Advisor Emerging Markets Discovery Fund C...	Emerging Markets Equities	Oct 2, 2018	1.05%	7.09%	—	4.55%	95
FIQHX	Fidelity Advisor Europe Fund Class Z	Europe Equities	Oct 2, 2018	0.95%	-1.88%	—	2.52%	51
FIQIX	Fidelity Advisor International Small Cap Fund Clas...	Foreign Small & Mid Cap Equities	Oct 2, 2018	0.89%	0.57%	—	3.66%	62
FIQJX	Fidelity Advisor International Small Cap Opportuni...	Foreign Small & Mid Cap Equities	Oct 2, 2018	1.11%	-1.29%	—	12.30%	58
FIQKX	Fidelity Advisor International Value Fund Class Z	Foreign Large Cap Equities	Oct 2, 2018	0.89%	2.41%	—	2.39%	82
FIQLX	Fidelity Advisor Japan Fund Class Z	Japan Equities	Oct 2, 2018	0.96%	7.97%	—	9.30%	85
FIQOX	Fidelity Advisor Worldwide Fund Class Z	Global Equities	Oct 2, 2018	0.90%	-1.45%	—	11.77%	57
FIQPX	Fidelity Advisor Emerging Asia Fund Class Z	Asia Pacific Equities	Oct 2, 2018	0.81%	4.27%	—	0.00%	85
FISEX	Franklin Equity Income Fund	Large Cap Value Equities	Mar 15, 1988	0.85%	1.39%	11.17%	9.95%	59
FISGX	Nuveen Mid Cap Growth Opportunities Fund	Mid Cap Growth Equities	Dec 28, 1989	0.92%	0.02%	12.29%	8.35%	39
FISMX	Fidelity International Small Cap Fund	Foreign Small & Mid Cap Equities	Sep 18, 2002	1.01%	0.54%	8.36%	3.56%	62

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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