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
FVDKX	Fidelity Value Discovery Fund Class K	Large Cap Value Equities	May 9, 2008	0.70%	2.63%	9.99%	8.68%	65
FVIFX	Fidelity Advisor Value Fund Class I	Mid Cap Value Equities	Dec 23, 2003	0.90%	4.38%	11.48%	8.01%	67
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%	4.63%	11.88%	9.59%	63
FVLZX	Fidelity Advisor Value Fund Class Z	Mid Cap Value Equities	Feb 1, 2017	0.75%	4.44%	—	8.19%	57
FVWSX	Fidelity Series Opportunistic Insights Fund	Large Cap Growth Equities	Dec 6, 2012	0.00%	-2.71%	16.57%	16.79%	85
FWAFX	Fidelity Advisor Worldwide Fund Class A	Global Equities	Feb 19, 2009	1.29%	-0.93%	12.89%	11.68%	68
FWCFX	Fidelity Advisor Worldwide Fund Class C	Global Equities	Feb 19, 2009	2.08%	-1.10%	13.77%	12.26%	61
FWIFX	Fidelity Advisor Worldwide Fund Class I	Global Equities	Feb 19, 2009	1.02%	-0.86%	13.20%	11.73%	75
FWMIX	American Funds Washington Mutual F3	Large Cap Value Equities	Jan 27, 2017	0.26%	-2.27%	—	10.67%	57
FWMNX	Fidelity Advisor Women's Leadership Fund Class I	Large Cap Blend Equities	May 1, 2019	0.81%	-2.63%	—	5.88%	78
FWOAX	Fidelity Advisor Women's Leadership Fund Class A	Large Cap Blend Equities	May 1, 2019	1.10%	-2.69%	—	5.64%	75
FWOCX	Fidelity Advisor Women's Leadership Fund Class C	Large Cap Blend Equities	May 1, 2019	1.84%	-2.88%	—	5.68%	71
FWOEX	Fidelity Advisor Women's Leadership Fund Class M	Large Cap Blend Equities	May 1, 2019	1.35%	-2.76%	—	5.53%	73
FWOMX	Fidelity Women's Leadership Fund	Large Cap Blend Equities	May 1, 2019	0.90%	-2.62%	—	3.28%	68
FWOZX	Fidelity Advisor Women's Leadership Fund Class Z	Large Cap Blend Equities	May 1, 2019	0.69%	-2.61%	—	5.85%	79
FWRLX	Fidelity Select Wireless Portfolio	Communications Equities	Sep 20, 2000	0.77%	8.66%	12.09%	6.06%	36
FWWFX	Fidelity Worldwide Fund	Global Equities	May 30, 1990	1.00%	-0.85%	13.14%	11.64%	81
FXAIX	Fidelity 500 Index Fund	S&P 500	Feb 17, 1988	0.02%	-3.10%	14.35%	0.89%	84
FXLCX	Fidelity Flex Large Cap Focused Index Fund	Large Cap Blend Equities	Jul 24, 2025	0.00%	-3.90%	—	0.35%	—

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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