PortfoliosLab logoPortfoliosLab logo

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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Fidelity Select Health Care Services PortfolioHealth & Biotech EquitiesJun 30, 19860.71%
-8.82%
7.57%
0.83%
1
Fidelity Select Construction & Housing PortfolioConsumer Discretionary EquitiesSep 28, 19860.76%
0.44%
14.26%
3.89%
25
Fidelity SAI International Small Cap Index FundForeign Small & Mid Cap EquitiesJun 25, 20210.10%
1.92%
3.63%
89
Fidelity Advisor Stock Selector All Cap Fund Class...Large Cap Growth EquitiesOct 23, 20121.21%
-1.36%
13.37%
4.32%
83
Fidelity SAI Japan Stock Index FundJapan EquitiesJun 24, 20210.11%
5.92%
4.96%
69
Fidelity Total Market Index FundLarge Cap Blend Equities0.02%
-2.70%
13.85%
1.04%
84
Fidelity Growth Strategies K6 FundMid Cap Growth EquitiesMay 25, 20170.45%
-1.24%
0.00%
37
Fidelity SAI International Low Volatility Index Fu...Foreign Large Cap EquitiesMay 29, 20150.17%
5.90%
6.23%
2.45%
77
Fidelity Advisor 529 Small Cap Portfolio Class ASmall Cap Blend Equities
5.13%
0.00%
35
Fidelity Select Brokerage & Invmt Mgmt PortfolioFinancials EquitiesJul 29, 19850.75%
-16.71%
14.09%
0.80%
7
Fidelity Small Cap Stock FundSmall Cap Blend EquitiesMar 12, 19980.90%
-1.08%
8.87%
15.07%
57
Fidelity Environment and Alternative Energy FundAlternative Energy EquitiesJun 29, 19890.79%
0.36%
13.30%
0.37%
89
Fidelity Value Strategies FundMid Cap Value EquitiesDec 31, 19830.86%
8.17%
10.84%
0.00%
49
Fidelity Stock Selector Large Cap Value FundLarge Cap Value EquitiesNov 15, 20010.76%
1.01%
10.95%
9.83%
79
Fidelity Advisor Stock Selector Mid Cap Fund Class...Mid Cap Blend EquitiesFeb 1, 20170.67%
5.98%
7.54%
58
Fidelity Extended Market Index FundMid Cap Growth Equities0.04%
0.40%
11.25%
0.57%
74
Tributary Small/Mid Cap FundMid Cap Blend EquitiesAug 1, 20190.90%
0.50%
0.61%
10
Fidelity Mid Cap Index FundMid Cap Blend EquitiesSep 8, 20110.03%
2.87%
11.13%
1.07%
75
Fidelity Select Medical Technology and Devices Por...Health & Biotech EquitiesApr 28, 19980.68%
-15.70%
10.57%
12.49%
3
Fidelity Mid Cap Value FundMid Cap Value EquitiesNov 15, 20010.57%
5.22%
10.35%
7.48%
78

Rows per page

1261–1280 of 3625

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.

0%Annualized Volatility0%Annualized Return

Loading graphics...