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
FSTEX	Invesco Energy Fund	Energy Equities	Jan 18, 1984	1.36%	35.59%	8.10%	1.64%	80
FSTKX	Federated Hermes MDT Large Cap Value Fund	Large Cap Value Equities	Mar 31, 1982	0.99%	2.74%	12.39%	6.09%	67
FSTSX	Fidelity Series International Small Cap Fund	Foreign Small & Mid Cap Equities	Dec 3, 2009	0.03%	-0.78%	9.30%	15.36%	75
FSTUX	Invesco Dividend Income Fund	Large Cap Value Equities	Jun 2, 1986	0.94%	2.29%	8.14%	11.66%	69
FSUTX	Fidelity Select Utilities Portfolio	Utilities Equities	Dec 9, 1981	0.74%	7.89%	12.39%	3.00%	71
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	Large Cap Blend Equities	May 29, 2015	0.11%	-0.75%	10.91%	4.49%	47
FSVLX	Fidelity Select Fintech Portfolio	Financials Equities	Dec 16, 1985	0.81%	-23.16%	6.28%	0.00%	1
FSWCX	Fidelity SAI U.S. Value Index Fund	Large Cap Value Equities	Dec 19, 2017	0.10%	2.30%	—	7.23%	75
FTADX	Fidelity Advisor International Discovery Fund Clas...	Foreign Large Cap Equities	Jan 6, 2005	1.57%	-0.37%	7.79%	6.57%	47
FTAEX	Fidelity Advisor Total International Equity Fund C...	Foreign Large Cap Equities	Nov 1, 2007	1.30%	2.69%	9.89%	0.77%	80
FTCEX	Fidelity Advisor Total International Equity Fund C...	Foreign Large Cap Equities	Nov 1, 2007	2.05%	2.41%	9.07%	0.20%	75
FTCHX	Invesco Technology Fund	Technology Equities	Jan 18, 1984	0.91%	3.26%	17.07%	25.72%	88
FTCNX	Fidelity Advisor Canada Fund Class M	Foreign Large Cap Equities	May 2, 2007	1.40%	3.50%	9.99%	4.96%	81
FTEIX	Fidelity Advisor Total International Equity Fund C...	Foreign Large Cap Equities	Nov 1, 2007	1.05%	2.69%	10.17%	0.88%	82
FTGRX	Fidelity Advisor Mega Cap Stock Fund Class M	Large Cap Blend Equities	Feb 5, 2008	1.15%	-0.85%	15.11%	3.47%	92
FTHNX	Fuller & Thaler Behavioral Small-Cap Equity Fund	Small Cap Blend Equities	Sep 8, 2011	1.03%	1.71%	13.43%	0.28%	74
FTHSX	FullerThaler Behavioral Small-Cap Equity Fund Clas...	Small Cap Blend Equities	Sep 8, 2011	0.76%	1.78%	13.72%	0.53%	62
FTIEX	Fidelity Total International Equity Fund	Foreign Large Cap Equities	Nov 1, 2007	1.05%	2.75%	10.00%	1.20%	87
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	Jun 7, 2016	0.06%	3.00%	—	2.70%	92
FTISX	Fidelity Advisor International Small Cap Fund Clas...	Foreign Small & Mid Cap Equities	May 27, 2003	1.57%	0.67%	7.86%	3.24%	70

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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