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
FLXSX	Fidelity Flex Small Cap Index Fund	Small Cap Blend Equities	Mar 9, 2017	0.00%	1.96%	—	0.00%	49
FMACX	American Funds AMCAP Fund® Class F-3	Large Cap Growth Equities	Aug 1, 2008	0.34%	-7.72%	—	9.34%	28
FMAGX	Fidelity Magellan Fund	Large Cap Growth Equities	May 2, 1963	0.68%	-6.42%	13.78%	14.85%	24
FMAMX	Fidelity Advisor Stock Selector All Cap Fund Class...	Large Cap Growth Equities	Oct 23, 2012	0.96%	-1.81%	13.52%	4.57%	65
FMCAX	Fidelity Advisor Stock Selector Mid Cap Fund Class...	Mid Cap Blend Equities	Feb 20, 1996	1.29%	5.38%	10.58%	7.76%	39
FMCCX	Fidelity Advisor Stock Selector Mid Cap Fund Class...	Mid Cap Blend Equities	Feb 20, 1996	0.82%	5.51%	11.03%	7.66%	41
FMCDX	Fidelity Advisor Stock Selector Mid Cap Fund Class...	Mid Cap Blend Equities	Sep 3, 1996	1.05%	5.43%	10.79%	8.14%	40
FMCEX	Fidelity Advisor Stock Selector Mid Cap Fund Class...	Mid Cap Blend Equities	Nov 3, 1997	1.84%	5.24%	9.98%	9.00%	37
FMCKX	Fidelity Advisor Focused Emerging Markets Fund Cla...	Emerging Markets Equities	Mar 29, 2004	2.11%	5.17%	9.76%	0.67%	87
FMCSX	Fidelity Mid-Cap Stock Fund	Mid Cap Blend Equities	Mar 29, 1994	0.85%	6.18%	12.24%	1.73%	60
FMDCX	Federated Hermes Mid Cap Index Fund	Mid Cap Blend Equities	Nov 5, 1992	0.57%	3.44%	10.30%	10.31%	21
FMDGX	Fidelity Mid Cap Growth Index Fund	Mid Cap Growth Equities	Jul 11, 2019	0.05%	-5.53%	—	1.96%	11
FMFMX	Fidelity Advisor Series Equity Growth Fund	Large Cap Growth Equities	Jun 6, 2014	0.00%	-4.00%	17.65%	15.15%	37
FMGIX	Frontier MFG Core Infrastructure Fund	Energy Equities	Jan 17, 2012	0.50%	9.46%	10.32%	30.72%	87
FMGKX	Fidelity Magellan Fund Class K	Large Cap Growth Equities	May 9, 2008	0.62%	-6.42%	14.19%	14.85%	25
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	Sep 25, 1996	1.10%	8.65%	11.36%	4.83%	93
FMIFX	FMI International Fund II - Currency Unhedged Inst...	Foreign Large Cap Equities	Dec 31, 2019	0.90%	-4.83%	—	6.35%	11
FMIHX	FMI Large Cap Fund	Large Cap Blend Equities	Dec 31, 2001	0.82%	-5.25%	8.81%	16.72%	3
FMIJX	FMI International Fund	Foreign Large Cap Equities	Dec 31, 2010	0.94%	-3.10%	5.26%	13.51%	10
FMILX	Fidelity New Millennium Fund	Large Cap Value Equities	Dec 28, 1992	0.59%	-2.30%	14.02%	0.00%	34

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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