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
FISPX	Federated Hermes Max Cap Index Fund	Large Cap Blend Equities	Jul 11, 1990	0.37%	-3.55%	13.88%	8.33%	42
FISVX	Fidelity Small Cap Value Index Fund	Small Cap Value Equities	Jul 11, 2019	0.05%	6.35%	—	2.05%	66
FISZX	Fidelity SAI International SMA Completion Fund	Foreign Large Cap Equities	Apr 11, 2019	0.00%	3.32%	—	1.86%	66
FITFX	Fidelity Flex International Index Fund	Foreign Large Cap Equities	Mar 9, 2017	0.00%	2.99%	—	2.80%	84
FITGX	Fidelity Advisor International Growth Fund Class M	Foreign Large Cap Equities	Nov 1, 2007	1.55%	-1.17%	8.29%	3.01%	21
FITIX	Fidelity Advisor Mid Cap II Fund Class M	Mid Cap Blend Equities	Aug 12, 2004	1.25%	6.38%	11.66%	6.99%	56
FITLX	Fidelity US Sustainability Index Fund	Large Cap Blend Equities	May 9, 2017	0.11%	-5.05%	—	1.17%	53
FITMX	Fidelity SAI International Momentum Index Fund	Foreign Large Cap Equities	May 11, 2020	0.18%	1.93%	—	2.57%	74
FIUIX	Fidelity Telecom and Utilities Fund	Utilities Equities	Nov 27, 1987	0.60%	8.63%	10.03%	2.72%	11
FIUSX	Delaware Opportunity Fund	Mid Cap Value Equities	Aug 24, 1992	1.15%	9.16%	10.25%	10.57%	78
FIVFX	Fidelity International Capital Appreciation Fund	Foreign Large Cap Equities	Nov 1, 1994	1.00%	—	—	10.67%	—
FIVLX	Fidelity International Value Fund	Foreign Large Cap Equities	May 18, 2006	1.01%	2.34%	9.30%	2.27%	82
FIVMX	Fidelity Advisor International Value Fund Class A	Foreign Large Cap Equities	May 18, 2006	1.30%	2.27%	8.95%	2.12%	80
FIVOX	Fidelity Advisor International Value Fund Class C	Foreign Large Cap Equities	May 18, 2006	2.05%	2.04%	8.19%	1.69%	78
FIVPX	Fidelity Advisor International Value Fund Class M	Foreign Large Cap Equities	May 18, 2006	1.55%	2.26%	8.69%	1.85%	80
FIVQX	Fidelity Advisor International Value Fund Class I	Foreign Large Cap Equities	May 18, 2006	1.05%	2.34%	9.21%	2.33%	81
FIWCX	Fidelity SAI International Value Index Fund	Foreign Large Cap Equities	Dec 19, 2017	0.17%	6.35%	—	6.56%	92
FIXIX	Fidelity Advisor International Small Cap Fund Clas...	Foreign Small & Mid Cap Equities	May 27, 2003	1.02%	0.54%	8.34%	3.52%	61
FJACX	Fidelity Series Small Cap Discovery Fund	Small Cap Blend Equities	Nov 7, 2013	0.00%	-0.91%	9.50%	10.53%	27
FJPCX	Fidelity Advisor Japan Fund Class C	Japan Equities	Dec 14, 2010	2.09%	7.65%	9.36%	8.51%	84

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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