PortfoliosLab logoPortfoliosLab logo

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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Fidelity Advisor Diversified International Fund Cl...Foreign Large Cap EquitiesAug 13, 20130.76%
1.06%
8.86%
13.91%
63
Fidelity Advisor Diversified Stock Fund Class ZLarge Cap Growth EquitiesAug 13, 20130.48%
-0.75%
15.13%
6.33%
75
Fidelity Advisor Focused Emerging Markets Fund Cla...Emerging Markets EquitiesAug 13, 20130.90%
5.78%
11.14%
1.56%
92
Fidelity Advisor Equity Growth Fund Class ZLarge Cap Growth EquitiesAug 13, 20130.60%
-3.84%
16.50%
0.53%
62
Fidelity Advisor Growth Opportunities Fund Class ZLarge Cap Growth EquitiesAug 13, 20130.67%
-7.56%
19.95%
3.90%
68
Fidelity Advisor International Discovery Fund Clas...Foreign Large Cap EquitiesAug 13, 20130.90%
-0.23%
8.44%
7.09%
62
Fidelity Advisor International Growth Fund Class ZForeign Large Cap EquitiesAug 13, 20130.87%
-0.49%
8.96%
3.67%
40
Fidelity Advisor Mega Cap Stock Fund Class ZLarge Cap Blend EquitiesAug 13, 20130.51%
-0.71%
15.86%
4.06%
94
Fidelity Advisor Mid Cap II Fund Class ZMid Cap Blend EquitiesAug 13, 20130.61%
6.92%
11.53%
6.59%
74
Fidelity Advisor New Insights Fund Class ZLarge Cap Growth EquitiesAug 13, 20130.56%
-2.60%
15.70%
8.98%
84
Fidelity Advisor Small Cap Fund Class ZSmall Cap Blend EquitiesAug 13, 20130.83%
5.28%
9.51%
1.53%
68
Fidelity Advisor Stock Selector All Cap Fund Class...Large Cap Growth EquitiesAug 13, 20130.58%
-1.19%
14.02%
4.94%
84
Fidelity SAI Small-Mid Cap 500 Index FundMid Cap Blend EquitiesAug 12, 20150.05%
10.49%
12.49%
52.28%
78
Fidelity ZERO International Index FundLarge Cap Blend Equities, Foreign Large Cap Equities0.00%
3.39%
2.59%
92
Fidelity ZERO Extended Market Index FundMid Cap Blend Equities0.00%
3.57%
1.20%
83
Fidelity ZERO Total Market Index FundLarge Cap Blend Equities0.00%
-2.71%
1.05%
84
Guinness Atkinson Alternative Energy FundGlobal EquitiesMar 30, 20061.98%
-0.31%
8.84%
0.33%
68
The Gabelli Equity Trust IncLarge Cap Value EquitiesAug 21, 19860.01%
-9.71%
11.49%
11.09%
30
Gabelli Asset FundLarge Cap Blend EquitiesMar 3, 19861.33%
2.64%
9.66%
11.97%
71
Gabelli Dividend Growth FundLarge Cap Value EquitiesAug 26, 19992.00%
2.89%
8.88%
12.26%
80

Rows per page

1361–1380 of 3625

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.

0%Annualized Volatility0%Annualized Return

Loading graphics...