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
FLCOX	Fidelity Large Cap Value Index Fund	Large Cap Value Equities	Jun 7, 2016	0.04%	2.90%	—	1.47%	47
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	Large Cap Blend Equities	Feb 2, 2016	0.02%	-3.53%	14.21%	0.58%	48
FLCSX	Fidelity Large Cap Stock Fund	Large Cap Value Equities	Jun 22, 1995	0.54%	-1.19%	14.67%	6.58%	80
FLDFX	Meeder Balanced Fund	Tactical Allocation	Jan 30, 2006	1.39%	-0.44%	8.21%	3.53%	56
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%	13.60%	—	0.00%	11
FLIIX	First Sentier Global Listed Infrastructure Fund	Energy Equities	Feb 27, 2017	0.95%	10.10%	—	0.00%	32
FLKSX	Fidelity Low-Priced Stock K6 Fund	Mid Cap Value Equities	May 26, 2017	0.50%	1.47%	—	7.26%	43
FLMFX	Meeder Muirfield Fund	Tactical Allocation	Aug 9, 1988	1.20%	-0.90%	10.74%	5.51%	56
FLMVX	JPMorgan Mid Cap Value Fund	Mid Cap Value Equities	Nov 13, 1997	0.75%	2.73%	9.99%	20.60%	18
FLOWX	Fidelity Water Sustainability Fund	Energy Equities	Apr 21, 2020	1.00%	2.82%	—	2.85%	57
FLPKX	Fidelity Low-Priced Stock Fund Class K	Mid Cap Value Equities	May 9, 2008	0.74%	1.51%	10.29%	13.14%	43
FLPSX	Fidelity Low-Priced Stock Fund	Mid Cap Value Equities	Dec 27, 1989	0.82%	1.48%	10.21%	13.09%	42
FLRYX	Nuveen Large Cap Select Fund	Large Cap Blend Equities	Jan 31, 2003	0.80%	-4.24%	13.33%	7.34%	46
FLSPX	Meeder Spectrum Fund	Long-Short	Jan 1, 2015	1.52%	-1.12%	9.58%	4.58%	64
FLUAX	Fidelity Advisor Stock Selector Large Cap Value Fu...	Large Cap Value Equities	Feb 13, 2007	1.06%	0.36%	10.47%	9.83%	38
FLUEX	Fidelity Advisor Stock Selector Large Cap Value Fu...	Large Cap Value Equities	Feb 13, 2007	1.88%	0.19%	9.59%	9.31%	34
FLUIX	Fidelity Advisor Stock Selector Large Cap Value Fu...	Large Cap Value Equities	Feb 13, 2007	0.75%	0.47%	10.78%	9.82%	40
FLUTX	Fidelity Advisor Stock Selector Large Cap Value Fu...	Large Cap Value Equities	Feb 13, 2007	1.32%	0.31%	10.17%	9.58%	37
FLVCX	Fidelity Leveraged Company Stock Fund	Large Cap Blend Equities	Dec 19, 2000	0.74%	-1.75%	13.43%	4.81%	58

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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