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
FJPIX	Fidelity Advisor Japan Fund Class I	Japan Equities	Dec 14, 2010	1.04%	7.93%	10.39%	9.05%	85
FJPNX	Fidelity Japan Fund	Japan Equities	Sep 15, 1992	1.09%	7.99%	10.39%	9.22%	85
FJPTX	Fidelity Advisor Japan Fund Class M	Japan Equities	Dec 14, 2010	1.70%	7.81%	9.78%	8.84%	84
FJSCX	Fidelity Japan Smaller Companies Fund	Japan Equities	Nov 1, 1995	0.91%	6.97%	8.32%	16.47%	81
FKASX	Federated Hermes Kaufmann Small Cap Fund	Small Cap Growth Equities	Dec 18, 2002	1.36%	-5.19%	12.57%	21.84%	40
FKDNX	Franklin DynaTech Fund	Large Cap Growth Equities	Jan 2, 1968	0.79%	-9.83%	16.07%	12.38%	26
FKEMX	Fidelity Emerging Markets K	Emerging Markets Equities	May 9, 2008	0.77%	1.70%	10.19%	0.07%	83
FKGRX	Franklin Growth Fund	Large Cap Growth Equities	Apr 1, 1948	0.79%	-4.60%	13.03%	15.06%	36
FKICX	Fidelity Small Cap Stock K6 Fund	Small Cap Blend Equities	May 25, 2017	0.60%	-1.22%	—	23.93%	40
FKIDX	Fidelity Diversified International K6 Fund	Foreign Large Cap Equities	May 25, 2017	0.60%	0.68%	—	2.19%	54
FKMCX	Fidelity Mid-Cap Stock Fund Class K	Mid Cap Blend Equities	May 9, 2008	0.76%	6.20%	11.89%	1.75%	62
FKUQX	Franklin Utilities Fund Class A	Utilities Equities	Sep 30, 1948	0.81%	11.07%	—	7.33%	69
FKUTX	Franklin Utilities Fund	Utilities Equities	Sep 29, 1948	0.72%	11.09%	10.29%	7.42%	70
FLACX	Fidelity Advisor Stock Selector All Cap Fund Class...	Large Cap Growth Equities	Oct 23, 2012	1.75%	-2.01%	12.96%	4.45%	61
FLAPX	Fidelity Flex Mid Cap Index Fund	Mid Cap Blend Equities	Mar 9, 2017	0.00%	4.05%	—	0.00%	52
FLC	Flaherty & Crumrine Total Return Fund Inc	Financials Equities	Aug 29, 2003	1.64%	-2.44%	5.37%	7.29%	56
FLCCX	Fidelity Advisor Large Cap Fund Class C	Large Cap Value Equities	Nov 3, 1997	1.57%	0.00%	13.65%	6.79%	60
FLCGX	Meeder Quantex Fund	Mid Cap Value Equities	Mar 20, 1985	1.62%	-2.96%	9.97%	8.69%	49
FLCKX	Fidelity Leveraged Company Stock Fund Class K	Large Cap Blend Equities	May 9, 2008	0.65%	-1.74%	13.53%	4.77%	59
FLCNX	Fidelity Contrafund K6	Large Cap Growth Equities	May 25, 2017	0.45%	-4.95%	—	12.08%	50

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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