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
FMIMX	FMI Common Stock Fund	Mid Cap Blend Equities	Dec 18, 1981	1.01%	1.23%	10.63%	13.08%	9
FMIUX	FMI Common Stock Fund Institutional Class	Small Cap Value Equities	Oct 31, 2016	0.84%	1.29%	—	13.25%	8
FMIYX	FMI International Fund Class I	Foreign Large Cap Equities	Dec 31, 2010	0.80%	-3.08%	—	13.61%	11
FMKFX	Fidelity Magellan K6 Fund	Large Cap Growth Equities	Jun 13, 2019	0.45%	-6.37%	—	8.26%	14
FMNEX	RBB Free Market International Equity Fund	Foreign Small & Mid Cap Equities	Dec 30, 2007	0.56%	4.38%	9.52%	4.49%	93
FMPAX	Fidelity Advisor Mid Cap Value Fund Class A	Mid Cap Value Equities	Feb 13, 2007	0.86%	4.38%	9.86%	7.49%	45
FMPEX	Fidelity Advisor Mid Cap Value Fund Class C	Mid Cap Value Equities	Feb 13, 2007	1.62%	4.20%	10.12%	7.31%	42
FMPOX	Fidelity Advisor Mid Cap Value Fund Class I	Mid Cap Value Equities	Feb 13, 2007	0.59%	4.45%	10.16%	7.51%	46
FMSGX	Frontier MFG Global Sustainable Fund	Global Equities	Oct 8, 2019	0.80%	-7.67%	—	9.58%	18
FMUEX	RBB Free Market U.S. Equity Fund	Mid Cap Value Equities	Dec 31, 2007	0.78%	4.04%	10.63%	1.80%	54
FNARX	Fidelity Natural Resources Fund	Energy Equities	Mar 3, 1997	0.82%	29.40%	12.34%	1.46%	98
FNCMX	Fidelity NASDAQ Composite Index Fund	Large Cap Growth Equities	—	0.29%	-5.24%	17.23%	0.54%	80
FNGAX	Franklin International Growth Fund Class A	Foreign Large Cap Equities	Jun 3, 2008	1.12%	-8.68%	5.65%	3.57%	5
FNGZX	Franklin International Growth Fund	Foreign Large Cap Equities	Jun 2, 2008	0.86%	-8.65%	5.73%	3.69%	5
FNIAX	Fidelity Advisor New Insights Fund Class A	Large Cap Growth Equities	Jul 31, 2003	0.93%	-2.69%	15.26%	9.60%	88
FNICX	Fidelity Advisor New Insights Fund Class C	Large Cap Growth Equities	Jul 31, 2003	1.70%	-3.27%	14.28%	14.12%	65
FNIDX	Fidelity International Sustainability Index Fd	Foreign Large Cap Equities	May 9, 2017	0.20%	1.05%	—	2.78%	72
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	—	0.00%	-3.40%	—	1.05%	82
FNITX	Fidelity Advisor New Insights Fund Class M	Large Cap Growth Equities	Jul 31, 2003	1.18%	-3.16%	15.03%	10.57%	66
FNKFX	Fidelity Mid-Cap Stock K6 Fund	Mid Cap Blend Equities	Jun 13, 2019	0.52%	5.86%	—	0.55%	57

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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