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
FLC	Flaherty & Crumrine Total Return Fund Inc	Financials Equities	Aug 29, 2003	1.64%	-1.47%	4.95%	7.42%	13
FLCGX	Meeder Quantex Fund	Mid Cap Value Equities	Mar 20, 1985	1.62%	6.42%	10.54%	7.93%	49
FLCKX	Fidelity Leveraged Company Stock Fund Class K	Large Cap Blend Equities	May 9, 2008	0.65%	19.20%	15.50%	3.93%	57
FLCNX	Fidelity Contrafund K6	Large Cap Growth Equities	May 25, 2017	0.45%	6.08%	—	10.82%	36
FLCOX	Fidelity Large Cap Value Index Fund	Large Cap Value Equities	Jun 7, 2016	0.04%	14.59%	—	1.32%	88
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	Large Cap Blend Equities	Feb 2, 2016	0.02%	8.59%	15.44%	0.52%	73
FLCSX	Fidelity Large Cap Stock Fund	Large Cap Value Equities	Jun 22, 1995	0.54%	8.14%	15.40%	6.01%	78
FLDFX	Meeder Balanced Fund	Tactical Allocation	Jan 30, 2006	1.39%	7.33%	8.99%	3.27%	65
FLFAX	Fidelity Advisor Latin America Fund Class A	Latin America Equities	Sep 28, 2010	1.33%	—	—	0.00%	—
FLIAX	First Sentier American Listed Infrastructure Fund	Energy Equities	Dec 28, 2020	0.75%	15.03%	—	0.00%	12
FLIIX	First Sentier Global Listed Infrastructure Fund	Energy Equities	Feb 27, 2017	0.95%	8.90%	—	0.00%	9
FLKSX	Fidelity Low-Priced Stock K6 Fund	Mid Cap Value Equities	May 26, 2017	0.50%	10.90%	—	6.64%	52
FLMFX	Meeder Muirfield Fund	Tactical Allocation	Aug 9, 1988	1.20%	9.41%	11.86%	4.99%	64
FLMVX	JPMorgan Mid Cap Value Fund	Mid Cap Value Equities	Nov 13, 1997	0.75%	8.24%	10.45%	19.55%	34
FLOWX	Fidelity Water Sustainability Fund	Energy Equities	Apr 21, 2020	1.00%	-0.26%	—	2.94%	7
FLPKX	Fidelity Low-Priced Stock Fund Class K	Mid Cap Value Equities	May 9, 2008	0.74%	10.98%	11.28%	12.02%	53
FLPSX	Fidelity Low-Priced Stock Fund	Mid Cap Value Equities	Dec 27, 1989	0.82%	10.94%	11.20%	11.97%	52
FLRYX	Nuveen Large Cap Select Fund	Large Cap Blend Equities	Jan 31, 2003	0.80%	8.05%	14.58%	6.51%	54
FLSPX	Meeder Spectrum Fund	Long-Short	Jan 1, 2015	1.52%	9.42%	10.80%	4.14%	73
FLUAX	Fidelity Advisor Stock Selector Large Cap Value Fu...	Large Cap Value Equities	Feb 13, 2007	1.06%	7.87%	10.99%	9.14%	66

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.