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
FSCCX	Nuveen Small Cap Value Fund	Small Cap Value Equities	Aug 1, 1994	0.95%	1.86%	7.29%	1.07%	34
FSCDX	Fidelity Advisor Small Cap Fund Class A	Small Cap Blend Equities	Sep 9, 1998	1.22%	5.18%	8.90%	1.82%	79
FSCEX	Fidelity Advisor Small Cap Fund Class C	Small Cap Blend Equities	Sep 9, 1998	2.04%	4.94%	7.06%	3.41%	74
FSCHX	Fidelity Select Chemicals Portfolio	Energy Equities	Jul 28, 1985	0.74%	17.20%	6.84%	1.90%	26
FSCIX	Fidelity Advisor Small Cap Fund Class I	Small Cap Blend Equities	Sep 9, 1998	0.97%	5.25%	10.63%	1.54%	79
FSCJX	Fidelity SAI Canada Equity Index Fund	Canada Equities	Jul 11, 2024	0.12%	2.95%	—	1.30%	94
FSCOX	Fidelity International Small Cap Opportunities Fun...	Foreign Small & Mid Cap Equities	Aug 2, 2005	1.23%	-0.73%	8.44%	12.14%	74
FSCPX	Fidelity Select Consumer Discretionary Portfolio	Consumer Discretionary Equities	Jun 28, 1990	0.76%	-7.93%	11.53%	6.28%	31
FSCRX	Fidelity Small Cap Discovery Fund	Small Cap Blend Equities	Sep 26, 2000	0.98%	-0.39%	8.79%	14.75%	49
FSCSX	Fidelity Select Software & IT Services Portfolio	Technology Equities	Jul 29, 1985	0.67%	-24.97%	14.89%	20.52%	3
FSCTX	Fidelity Advisor Small Cap Fund Class M	Small Cap Blend Equities	Sep 9, 1998	1.46%	5.12%	8.45%	2.13%	73
FSCZX	Fidelity Advisor Stock Selector Large Cap Value Fu...	Large Cap Value Equities	Feb 1, 2017	0.65%	1.05%	—	8.91%	66
FSDAX	Fidelity Select Defense & Aerospace Portfolio	Industrials Equities	May 8, 1984	0.74%	3.21%	15.71%	4.34%	93
FSDPX	Fidelity Select Materials Portfolio	Energy Equities	Sep 28, 1986	0.74%	13.40%	8.78%	1.71%	71
FSEAX	Fidelity Emerging Asia Fund	Asia Pacific Equities	Apr 19, 1993	1.02%	4.17%	12.90%	0.21%	90
FSELX	Fidelity Select Semiconductors Portfolio	Technology Equities	Jul 29, 1985	0.68%	11.45%	33.05%	9.97%	98
FSENX	Fidelity Select Energy Portfolio	Energy Equities	Jul 14, 1981	0.77%	36.87%	10.76%	1.42%	94
FSGEX	Fidelity Series Global ex U.S. Index Fund	Foreign Large Cap Equities	Sep 29, 2009	0.01%	2.95%	9.03%	2.94%	90
FSGGX	Fidelity Global ex U.S. Index Fund	Foreign Large Cap Equities	Aug 9, 2011	0.06%	2.95%	8.56%	2.62%	91
FSGRX	Franklin Small Cap Growth Fund Class A	Small Cap Growth Equities	—	1.04%	-2.05%	12.17%	9.05%	31

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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