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
FWWFX	Fidelity Worldwide Fund	Global Equities	May 30, 1990	1.00%	18.32%	15.11%	9.75%	73
FXAIX	Fidelity 500 Index Fund	S&P 500	Feb 17, 1988	0.02%	8.59%	15.44%	1.06%	73
FXLCX	Fidelity Flex Large Cap Focused Index Fund	Large Cap Blend Equities	Jul 24, 2025	0.00%	7.03%	—	0.44%	—
FZABX	Fidelity Advisor Diversified International Fund Cl...	Foreign Large Cap Equities	Aug 13, 2013	0.76%	10.70%	9.95%	12.70%	26
FZACX	Fidelity Advisor Diversified Stock Fund Class Z	Large Cap Growth Equities	Aug 13, 2013	0.48%	12.29%	16.21%	5.59%	65
FZAEX	Fidelity Advisor Focused Emerging Markets Fund Cla...	Emerging Markets Equities	Aug 13, 2013	0.90%	26.77%	13.01%	1.30%	90
FZAFX	Fidelity Advisor Equity Growth Fund Class Z	Large Cap Growth Equities	Aug 13, 2013	0.60%	10.14%	17.96%	0.47%	34
FZAHX	Fidelity Advisor Growth Opportunities Fund Class Z	Large Cap Growth Equities	Aug 13, 2013	0.67%	11.19%	22.20%	3.24%	45
FZAIX	Fidelity Advisor International Discovery Fund Clas...	Foreign Large Cap Equities	Aug 13, 2013	0.90%	11.01%	9.69%	6.37%	27
FZAJX	Fidelity Advisor International Growth Fund Class Z	Foreign Large Cap Equities	Aug 13, 2013	0.87%	7.55%	9.78%	3.39%	13
FZALX	Fidelity Advisor Mega Cap Stock Fund Class Z	Large Cap Blend Equities	Aug 13, 2013	0.51%	8.41%	16.69%	3.72%	79
FZAMX	Fidelity Advisor Mid Cap II Fund Class Z	Mid Cap Blend Equities	Aug 13, 2013	0.61%	22.71%	12.69%	5.74%	81
FZANX	Fidelity Advisor New Insights Fund Class Z	Large Cap Growth Equities	Aug 13, 2013	0.56%	8.54%	16.75%	8.06%	53
FZAOX	Fidelity Advisor Small Cap Fund Class Z	Small Cap Blend Equities	Aug 13, 2013	0.83%	20.54%	10.65%	1.34%	76
FZAPX	Fidelity Advisor Stock Selector All Cap Fund Class...	Large Cap Growth Equities	Aug 13, 2013	0.58%	13.08%	15.33%	4.32%	84
FZFLX	Fidelity SAI Small-Mid Cap 500 Index Fund	Mid Cap Blend Equities	Aug 12, 2015	0.05%	32.81%	14.20%	43.50%	83
FZILX	Fidelity ZERO International Index Fund	Foreign Large Cap Equities	Aug 2, 2018	0.00%	13.78%	—	2.35%	68
FZIPX	Fidelity ZERO Extended Market Index Fund	Mid Cap Blend Equities	—	0.00%	15.93%	—	1.07%	69
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	—	0.00%	9.14%	—	0.94%	72
GAAEX	Guinness Atkinson Alternative Energy Fund	Global Equities	Mar 30, 2006	1.98%	14.02%	10.93%	0.29%	43

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
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019

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.