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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 Advisor Value Strategies Fund Class AMid Cap Value EquitiesSep 3, 19961.13%
8.09%
8.97%
0.00%
29
Fidelity Series Small Cap Opportunities FundSmall Cap Blend EquitiesMar 22, 20070.00%
6.29%
12.27%
4.15%
89
Fidelity Series Overseas FundForeign Large Cap EquitiesJun 21, 20190.01%
-0.87%
9.23%
44
Fidelity Select Insurance PortfolioFinancials EquitiesDec 16, 19850.78%
-3.94%
12.31%
3.48%
3
Fidelity Large Cap Growth Index FundLarge Cap Growth Equities0.04%
-8.64%
0.38%
60
Fidelity® Select Health Care PortfolioHealth & Biotech EquitiesJul 14, 19810.69%
-5.77%
8.96%
4.41%
12
Fidelity International Index FundForeign Large Cap EquitiesNov 5, 19970.04%
2.25%
9.10%
3.08%
85
Fidelity Select Technology PortfolioTechnology EquitiesJul 13, 19810.67%
-1.33%
23.26%
9.19%
90
Fidelity Sustainable International Equity FundForeign Large Cap EquitiesFeb 10, 20221.05%
-0.17%
2.15%
52
Fidelity Select Banking PortfolioFinancials EquitiesJun 30, 19860.73%
0.32%
11.52%
1.47%
47
Fidelity Select Transportation PortfolioTransportation EquitiesSep 29, 19860.69%
4.00%
10.91%
4.02%
47
Fidelity Select Retailing PortfolioConsumer Discretionary EquitiesDec 15, 19850.72%
-1.23%
12.14%
8.86%
10
Franklin Small Cap Growth FundSmall Cap Growth EquitiesMay 1, 20000.78%
-1.95%
11.71%
7.79%
44
Fidelity SAI Sustainable International Equity FundForeign Large Cap EquitiesApr 14, 20220.75%
0.00%
2.40%
51
Fidelity SAI Sustainable Emerging Markets Equity F...Emerging Markets DiversifiedApr 14, 20220.95%
6.75%
2.68%
87
Fidelity Advisor Stock Selector All Cap Fund Class...Large Cap Growth EquitiesMay 9, 20080.58%
-1.20%
14.02%
4.84%
75
Fidelity Stock Selector Mid Cap FundMid Cap Blend EquitiesFeb 20, 19960.79%
5.96%
10.67%
0.00%
39
Fidelity Small Cap Index FundSmall Cap Blend EquitiesSep 8, 20110.03%
2.72%
10.29%
1.05%
81
Fidelity Advisor Stock Selector Small Cap Fund Cla...Small Cap Blend EquitiesFeb 1, 20170.79%
5.70%
0.79%
86
Fidelity Select Telecommunications PortfolioCommunications EquitiesJul 28, 19850.79%
15.96%
7.56%
1.92%
66

Rows per page

1281–1300 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

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