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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.

Click on any item in the list to see complete information, including risk and performance analysis.


Asset Class: Equity
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AAAGX
Thrivent Large Cap Growth FundLarge Cap Growth EquitiesOct 29, 19991.03%
9.24%
12.70%
3.25%
Horizon Active Asset Allocation FundTactical AllocationJan 30, 20121.14%
3.94%
7.32%
0.75%
Invesco Greater China FundChina EquitiesMar 30, 20061.55%
1.75%
1.11%
1.90%
American Beacon Large Cap Value FundLarge Cap Value EquitiesJul 17, 19870.63%
4.90%
8.91%
5.04%
Alger Large Cap Growth Portfolio FundLarge Cap Growth EquitiesJan 9, 19890.82%
11.50%
12.67%
0.00%
American Beacon International Equity FundForeign Large Cap EquitiesAug 6, 19910.72%
1.15%
3.46%
5.30%
Thrivent Global Stock FundGlobal EquitiesJul 15, 19870.97%
4.34%
6.25%
5.28%
Absolute Capital Asset Allocator FundTactical AllocationDec 17, 20152.70%
3.28%
0.00%
Alger Weatherbie Specialized Growth PortfolioMid Cap Growth EquitiesJan 2, 20081.05%
Thrivent Mid Cap Stock FundMid Cap Blend EquitiesJun 30, 19930.98%
5.05%
8.22%
1.47%
Thrivent Small Cap Stock FundSmall Cap Blend EquitiesJul 1, 19961.07%
0.42%
8.08%
0.42%
Alger Small Cap Growth PortfolioSmall Cap Growth EquitiesSep 21, 19880.95%
0.18%
1.53%
0.00%
Ancora/Thelen Small-Mid Cap FundSmall Cap Blend EquitiesJan 2, 20131.22%
4.85%
6.88%
1.80%
Thrivent Large Cap Value FundLarge Cap Value EquitiesOct 29, 19990.86%
4.75%
8.00%
3.08%
American Beacon The London Company Income Equity F...Large Cap Value EquitiesMay 29, 20121.07%
0.79%
8.22%
2.48%
AB International Value FundForeign Large Cap EquitiesMar 28, 20011.00%
3.20%
2.60%
1.34%
AmericaFirst Monthly Risk-On Risk-Off FundTactical AllocationFeb 25, 20103.27%
-0.96%
1.61%
0.00%
ABR 50/50 Volatility FundLong-ShortOct 1, 20172.00%
-2.18%
0.00%
ABR Dynamic Blend Equity & Volatility FundLong-ShortAug 2, 20151.98%
3.84%
0.00%
Invesco Balanced-Risk Allocation FundTactical AllocationJun 1, 20091.06%
3.76%
3.89%
2.34%

1–20 of 3430

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

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