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
FNKLX	Fidelity Series Value Discovery Fund	Large Cap Value Equities	Dec 6, 2012	0.00%	2.76%	11.13%	8.54%	80
FNORX	Fidelity Nordic Fund	Foreign Large Cap Equities	Nov 1, 1995	0.92%	2.65%	8.78%	8.52%	54
FNPFX	American Funds New Perspective Fund Class F-3	Large Cap Growth Equities	Mar 13, 1973	0.41%	-4.15%	—	7.18%	67
FNPIX	ProFunds Financials UltraSector Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.72%	-13.75%	13.98%	0.00%	10
FNSTX	Fidelity Infrastructure Fund	Large Cap Blend Equities	Nov 5, 2019	1.00%	6.50%	—	3.93%	90
FOCKX	Fidelity OTC Portfolio Class K	Large Cap Growth Equities	May 9, 2008	0.73%	-1.44%	20.09%	7.67%	92
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	Dec 31, 1984	0.80%	-1.48%	19.99%	7.89%	93
FOCSX	Fidelity Small Cap Growth K6 Fund	Small Cap Growth Equities	May 25, 2017	0.60%	1.45%	—	2.70%	70
FOF	Cohen & Steers Closed-End Opportunity Fund	Large Cap Value Equities	Nov 24, 2006	0.95%	0.81%	11.02%	7.99%	65
FOKFX	Fidelity OTC K6 Portfolio	Large Cap Growth Equities	Jun 13, 2019	0.50%	-2.68%	—	4.32%	84
FOPAX	Fidelity Advisor International Small Cap Opportuni...	Foreign Small & Mid Cap Equities	Aug 2, 2005	1.52%	-0.80%	8.14%	12.10%	58
FOPCX	Fidelity Advisor International Small Cap Opportuni...	Foreign Small & Mid Cap Equities	Aug 2, 2005	2.28%	-1.02%	7.37%	12.34%	62
FOPIX	Fidelity Advisor International Small Cap Opportuni...	Foreign Small & Mid Cap Equities	Aug 2, 2005	1.24%	-0.73%	8.42%	11.71%	66
FOPTX	Fidelity Advisor International Small Cap Opportuni...	Foreign Small & Mid Cap Equities	Aug 2, 2005	1.77%	-1.43%	7.80%	12.04%	55
FOSCX	Tributary Small Company Fund	Small Cap Blend Equities	Jun 10, 1996	1.18%	6.88%	8.49%	7.12%	35
FOSFX	Fidelity Overseas Fund	Foreign Large Cap Equities	Dec 4, 1984	0.99%	-1.03%	8.42%	4.92%	44
FOSKX	Fidelity Overseas Fund Class K	Foreign Large Cap Equities	May 9, 2008	0.89%	-1.01%	8.52%	5.01%	38
FOVIX	First Trust/Confluence Small Cap Value Fund	Small Cap Blend Equities	Jan 11, 2011	1.35%	—	—	16.01%	—
FPADX	Fidelity Emerging Markets Index Fund	Emerging Markets Diversified	Sep 8, 2011	0.08%	4.46%	8.12%	2.25%	91
FPBFX	Fidelity Pacific Basin Fund	Asia Pacific Equities	Oct 1, 1986	1.04%	6.38%	11.46%	7.70%	93

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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