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
FPCGX	Fort Pitt Capital Total Return Fund	Large Cap Blend Equities	Dec 31, 2001	1.00%	-3.72%	11.85%	22.76%	61
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	Jan 10, 2011	1.00%	-1.24%	5.12%	5.06%	83
FPHAX	Fidelity Select Pharmaceuticals Portfolio	Health & Biotech Equities	Jun 17, 2001	0.75%	0.84%	11.10%	5.63%	81
FPJAX	Fidelity Advisor Japan Fund Class A	Japan Equities	Dec 14, 2010	1.38%	8.72%	9.98%	8.95%	90
FQITX	Fidelity SAI International Quality Index Fund	Foreign Large Cap Equities	May 11, 2020	0.19%	-2.77%	—	2.10%	28
FRAAX	Franklin Growth Opportunities Fund	Large Cap Growth Equities	Jun 23, 1999	0.65%	-6.80%	13.19%	17.72%	29
FRBAX	John Hancock Regional Bank Fund	Financials Equities	Jan 3, 1992	1.22%	3.21%	10.31%	8.52%	49
FRBSX	Franklin Mutual U.S. Mid Cap Value Fund	Mid Cap Value Equities	Apr 2, 1990	0.91%	0.79%	8.33%	4.57%	13
FRDPX	Franklin Rising Dividends Fund	Large Cap Blend Equities	Jan 14, 1987	0.85%	-1.96%	10.95%	10.45%	61
FRDTX	Franklin Rising Dividends Fund Class C	Large Cap Blend Equities, Dividend	Jul 22, 1996	1.59%	-2.15%	11.52%	9.94%	41
FRMCX	Franklin MicroCap Value Fund	Small Cap Value Equities	Dec 12, 1995	1.23%	1.89%	11.29%	14.96%	39
FRNKX	Frank Value Fund	Mid Cap Value Equities	Jul 21, 2004	1.37%	4.38%	7.21%	11.47%	65
FRNRX	Franklin Natural Resources Fund	Energy Equities	Jun 4, 1995	0.96%	22.53%	12.02%	1.38%	97
FRSGX	Franklin Small-Mid Cap Growth Fund	Mid Cap Growth Equities	Feb 14, 1992	0.85%	-2.98%	13.67%	8.41%	17
FRURX	Franklin Utilities Fund Class R	Utilities Equities	Jan 2, 2002	1.07%	10.61%	9.99%	7.16%	72
FRVLX	Franklin Small Cap Value Fund	Small Cap Value Equities	Mar 11, 1996	1.00%	5.53%	9.73%	7.57%	60
FSAEX	Fidelity Series All-Sector Equity Fund	Large Cap Blend Equities	Oct 17, 2008	0.00%	-3.71%	15.30%	8.70%	83
FSAKX	Strategic Advisers U.S. Total Stock Fund	Large Cap Blend Equities	Dec 30, 2009	0.28%	-2.42%	—	3.10%	29
FSAVX	Fidelity Select Automotive Portfolio	Consumer Discretionary Equities	Jun 29, 1986	0.88%	-7.24%	10.35%	0.00%	9
FSBDX	Fidelity Series Blue Chip Growth Fund	Large Cap Growth Equities	Nov 7, 2013	0.00%	-4.87%	20.24%	3.92%	86

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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