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
FTMKX	Fidelity Advisor Focused Emerging Markets Fund Cla...	Emerging Markets Equities	Mar 29, 2004	1.61%	5.61%	10.41%	0.98%	87
FTMSX	Fuller & Thaler Behavioral Micro-Cap Equity Fund	Small Cap Blend Equities	Dec 28, 2018	2.30%	2.38%	—	0.00%	41
FTQGX	Fidelity Focused Stock Fund	Large Cap Growth Equities	Nov 12, 1996	0.86%	-0.89%	16.48%	12.56%	76
FTRIX	Fidelity Advisor Mega Cap Stock Fund Class I	Large Cap Blend Equities	Feb 5, 2008	0.65%	-0.74%	15.71%	3.94%	93
FTRNX	Fidelity Trend Fund	Large Cap Growth Equities	Jun 16, 1958	0.73%	-4.31%	17.25%	6.71%	75
FTSIX	Fuller & Thaler Behavioral Small-Mid Core Equity F...	Mid Cap Blend Equities	Dec 26, 2018	2.69%	7.49%	—	0.60%	67
FTTEX	Fidelity Advisor Total International Equity Fund C...	Foreign Large Cap Equities	Nov 1, 2007	1.55%	2.59%	9.62%	0.38%	75
FTVFX	Fidelity Advisor Value Fund Class M	Mid Cap Value Equities	Dec 23, 2003	1.40%	4.25%	10.88%	7.84%	58
FTVNX	Fuller & Thaler Behavioral Mid-Cap Value Fund	Mid Cap Value Equities	Dec 21, 2017	1.31%	0.28%	—	1.59%	9
FTXFX	FullerThaler Behavioral Small-Cap Growth Fund Clas...	Small Cap Growth Equities	Dec 21, 2017	0.93%	4.08%	—	0.00%	62
FTXNX	Fuller & Thaler Behavioral Small-Cap Growth Fund	Small Cap Growth Equities	Dec 21, 2017	1.44%	3.98%	—	0.00%	81
FTXSX	FullerThaler Behavioral Small-Cap Growth Fund	Small Cap Growth Equities	Dec 21, 2017	1.00%	4.05%	—	0.00%	63
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	Large Cap Blend Equities	Dec 26, 2018	1.12%	6.33%	—	0.05%	93
FULVX	Fidelity U.S. Low Volatility Equity Fund	Large Cap Blend Equities	Nov 5, 2019	0.66%	0.00%	—	6.82%	17
FUMIX	Fidelity SAI U.S. Momentum Index Fund	Large Cap Growth Equities	Feb 9, 2017	0.11%	-0.42%	—	2.79%	67
FUNFX	American Funds Fundamental Investors® Class F-3	Large Cap Blend Equities	Aug 1, 2008	0.28%	-1.85%	—	9.03%	84
FUQIX	Fidelity SAI U.S. Quality Index Fund	Large Cap Growth Equities	Oct 8, 2015	0.10%	-7.47%	14.43%	3.93%	44
FUSIX	Strategic Advisers Fidelity International Fund	Foreign Large Cap Equities	Mar 8, 2007	0.54%	2.33%	9.29%	2.95%	77
FVCSX	Fidelity Advisor Value Strategies Fund Class C	Mid Cap Value Equities	Aug 16, 2001	1.92%	7.88%	9.08%	12.12%	61
FVDFX	Fidelity Value Discovery Fund	Large Cap Value Equities	Dec 10, 2002	0.80%	2.61%	9.90%	8.62%	83

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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