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.

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

Asset Class: Equity

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
AAAGX	Thrivent Large Cap Growth Fund	Large Cap Growth Equities	Oct 29, 1999	1.03%	8.37%	12.59%	3.28%
AAANX	Horizon Active Asset Allocation Fund	Tactical Allocation	Jan 30, 2012	1.14%	3.87%	7.39%	0.75%
AACFX	Invesco Greater China Fund	China Equities	Mar 30, 2006	1.55%	2.72%	1.28%	1.88%
AADEX	American Beacon Large Cap Value Fund	Large Cap Value Equities	Jul 17, 1987	0.63%	6.57%	9.07%	4.96%
AAGOX	Alger Large Cap Growth Portfolio Fund	Large Cap Growth Equities	Jan 9, 1989	0.82%	10.08%	12.61%	0.00%
AAIEX	American Beacon International Equity Fund	Foreign Large Cap Equities	Aug 6, 1991	0.72%	2.25%	3.57%	5.24%
AALGX	Thrivent Global Stock Fund	Global Equities	Jul 15, 1987	0.97%	4.92%	6.27%	5.25%
AAMCX	Absolute Capital Asset Allocator Fund	Tactical Allocation	Dec 17, 2015	2.70%	3.78%	—	0.00%
AAMOX	Alger Weatherbie Specialized Growth Portfolio	Mid Cap Growth Equities	Jan 2, 2008	1.05%	—	—	—
AASCX	Thrivent Mid Cap Stock Fund	Mid Cap Blend Equities	Jun 30, 1993	0.98%	5.75%	8.36%	1.46%
AASMX	Thrivent Small Cap Stock Fund	Small Cap Blend Equities	Jul 1, 1996	1.07%	2.00%	8.41%	0.42%
AASOX	Alger Small Cap Growth Portfolio	Small Cap Growth Equities	Sep 21, 1988	0.95%	-0.42%	1.69%	0.00%
AATIX	Ancora/Thelen Small-Mid Cap Fund	Small Cap Blend Equities	Jan 2, 2013	1.22%	6.90%	7.19%	1.76%
AAUTX	Thrivent Large Cap Value Fund	Large Cap Value Equities	Oct 29, 1999	0.86%	6.35%	8.23%	3.03%
ABCVX	American Beacon The London Company Income Equity F...	Large Cap Value Equities	May 29, 2012	1.07%	2.45%	8.44%	2.44%
ABIYX	AB International Value Fund	Foreign Large Cap Equities	Mar 28, 2001	1.00%	4.01%	2.75%	1.33%
ABRFX	AmericaFirst Monthly Risk-On Risk-Off Fund	Tactical Allocation	Feb 25, 2010	3.27%	-3.32%	1.45%	0.00%
ABRSX	ABR 50/50 Volatility Fund	Long-Short	Oct 1, 2017	2.00%	0.41%	—	0.00%
ABRVX	ABR Dynamic Blend Equity & Volatility Fund	Long-Short	Aug 2, 2015	1.98%	2.40%	—	0.00%
ABRYX	Invesco Balanced-Risk Allocation Fund	Tactical Allocation	Jun 1, 2009	1.06%	3.31%	3.81%	2.35%

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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