Equity Mutual Funds List

Number of Funds: 3,617
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.66%
Avg. 1 Year Return: 22.34%
Median Risk/Return Score: 44 / 100

3533 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FUSIX	Strategic Advisers Fidelity International Fund	Foreign Large Cap Equities	Mar 8, 2007	0.54%	9.12%	10.01%	4.56%	47
FVCSX	Fidelity Advisor Value Strategies Fund Class C	Mid Cap Value Equities	Aug 16, 2001	1.92%	21.32%	9.88%	10.78%	77
FVDFX	Fidelity Value Discovery Fund	Large Cap Value Equities	Dec 10, 2002	0.80%	10.52%	10.54%	8.00%	85
FVDKX	Fidelity Value Discovery Fund Class K	Large Cap Value Equities	May 9, 2008	0.70%	10.57%	10.63%	8.05%	84
FVIFX	Fidelity Advisor Value Fund Class I	Mid Cap Value Equities	Dec 23, 2003	0.90%	17.64%	12.41%	7.10%	74
FVLAX	Fidelity Advisor Value Leaders Fund Class A	Large Cap Value Equities	Jun 17, 2003	1.15%	—	—	2.48%	—
FVLKX	Fidelity Value Fund Class K	Mid Cap Value Equities	May 9, 2008	0.71%	17.79%	12.79%	8.51%	76
FVLZX	Fidelity Advisor Value Fund Class Z	Mid Cap Value Equities	Feb 1, 2017	0.75%	17.69%	—	7.26%	72
FVWSX	Fidelity Series Opportunistic Insights Fund	Large Cap Growth Equities	Dec 6, 2012	0.00%	7.85%	17.74%	15.14%	49
FWAFX	Fidelity Advisor Worldwide Fund Class A	Global Equities	Feb 19, 2009	1.29%	18.14%	14.85%	9.79%	68
FWCFX	Fidelity Advisor Worldwide Fund Class C	Global Equities	Feb 19, 2009	2.08%	17.76%	15.74%	10.29%	64
FWIFX	Fidelity Advisor Worldwide Fund Class I	Global Equities	Feb 19, 2009	1.02%	18.29%	15.17%	9.83%	71
FWMIX	American Funds Washington Mutual F3	Large Cap Value Equities	Jan 27, 2017	0.26%	5.45%	—	5.56%	42
FWMNX	Fidelity Advisor Women's Leadership Fund Class I	Large Cap Blend Equities	May 1, 2019	0.81%	13.29%	—	5.06%	81
FWOAX	Fidelity Advisor Women's Leadership Fund Class A	Large Cap Blend Equities	May 1, 2019	1.10%	13.13%	—	4.85%	80
FWOCX	Fidelity Advisor Women's Leadership Fund Class C	Large Cap Blend Equities	May 1, 2019	1.84%	12.72%	—	4.89%	78
FWOEX	Fidelity Advisor Women's Leadership Fund Class M	Large Cap Blend Equities	May 1, 2019	1.35%	12.99%	—	4.76%	79
FWOMX	Fidelity Women's Leadership Fund	Large Cap Blend Equities	May 1, 2019	0.90%	13.28%	—	2.82%	73
FWOZX	Fidelity Advisor Women's Leadership Fund Class Z	Large Cap Blend Equities	May 1, 2019	0.69%	13.31%	—	5.03%	82
FWRLX	Fidelity Select Wireless Portfolio	Communications Equities	Sep 20, 2000	0.77%	35.48%	14.63%	1.29%	79

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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Time Period

Best Equity Mutual funds by Risk/Return Score

The top Equity Mutual funds by PortfoliosLab Risk/Return Score are ARKVX (99) and MERIX (98). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
ARKVX	ARK Venture Fund	99	—	Sep 2022
MERIX	The Merger Fund Class I	98	—	Aug 2013
VARBX	Vivaldi Merger Arbitrage Fund Class I	98	—	Oct 2015
FDCPX	Fidelity Select Tech Hardware Portfolio	98	—	Jul 1985
ARBNX	The Arbitrage Fund Class Institutional	97	—	Oct 2003

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (48.62%). Across the lineup, Equity Mutual funds show an average 1-year return of 22.34% and an average 5-year return of 8.37%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	48.62%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	44.40%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	41.45%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	41.08%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	40.73%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FSGEX (0.01%). With an average expense ratio of 0.95%, Equity Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009
PHSWX	Parvin Hedged Equity Solari World Fund	0.01%	—	Jan 2021
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (903.58%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.66%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
EGFIX	Edgewood Growth Fund	903.58%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
PIUIX	Federated Hermes International Equity Fd	179.73%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	166.34%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	160.57%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,983 Mutual funds Multi-Asset · 1,522 Mutual funds Alternatives · 133 Mutual funds Real Estate · 114 Mutual funds Commodity · 62 Mutual funds Preferred Stock · 11 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.