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Equity Mutual Funds List


SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. Yield
ACIIXAmerican Century Equity Income Fund Class ILarge Cap Value EquitiesJul 8, 19980.72%-3.81%9.95%7.37%
AGTHXAmerican Funds The Growth Fund of America Class ALarge Cap Growth EquitiesDec 1, 19730.61%-22.10%13.85%10.50%
AIVSXAmerican Funds Investment Company of America Class ALarge Cap Blend EquitiesJan 1, 19340.57%-13.73%12.00%8.58%
AMCPXAmerican Funds AMCAP Fund Class ALarge Cap Growth EquitiesJan 5, 19670.65%-21.15%12.38%10.34%
AMPCXAmerican Funds AMCAP Fund Class CLarge Cap Growth EquitiesMay 1, 19671.40%-21.46%11.49%12.59%
AMRMXAmerican Funds American Mutual Fund Class ALarge Cap Blend EquitiesFeb 21, 19500.58%-4.99%11.16%4.95%
ANCFXAmerican Funds Fundamental Investors Class ALarge Cap Blend EquitiesJan 8, 19780.59%-14.16%12.36%11.67%
ANWPXAmerican Funds New Perspective Fund Class ALarge Cap Growth Equities, Global EquitiesMar 13, 19730.72%-21.07%11.55%8.88%
APGAXAB Large Cap Growth Fund Class ALarge Cap Growth EquitiesOct 1, 19960.84%-19.27%16.48%9.96%
APGYXAB Large Cap Growth Fund Advisor ClassLarge Cap Growth EquitiesJan 10, 19960.59%-19.15%16.75%8.87%
ARBNXThe Arbitrage Fund Class InstitutionalEvent DrivenOct 17, 20031.49%-1.43%2.20%0.52%
ARTRXArtisan Global Opportunities Fund Class IGlobal Equities, Large Cap Growth EquitiesSep 22, 20081.14%-22.65%11.96%13.89%
AWSHXAmerican Funds Washington Mutual Investors Fund Class ALarge Cap Blend EquitiesJul 31, 19520.58%-8.63%12.31%6.53%
BDMIXBlackRock Global Long/Short Equity Fund Class ILong-ShortDec 20, 20121.57%-3.01%2.56%0.00%
BGSAXBlackRock Technology Opportunities Fund Investor ATechnology EquitiesApr 15, 2001.20%-28.79%19.46%5.48%
BGSIXBlackRock Technology Opportunities InstitutionalTechnology EquitiesMay 15, 20000.93%-28.67%19.80%5.18%
BOSOXBoston Trust Small Cap FundSmall Cap Blend Equities1.00%-9.13%11.13%9.83%
BSGLXBaillie Gifford Long Term Global Growth Fund Class ILarge Cap Growth Equities, Global Equities0.80%-35.31%14.87%7.90%
BTMFXBoston Trust Midcap FundMid Cap Blend Equities1.00%-10.86%11.65%5.51%
CNWIXCalamos Evolving World Growth Fund Class IEmerging Markets Equities1.05%-21.48%3.90%3.55%

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