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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%-0.71%10.16%7.24%
AEPGXAmerican Funds EuroPacific Growth Fund Class AForeign Large Cap EquitiesApr 16, 19840.80%-19.92%5.65%6.92%
AFNIXAAM/Bahl & Gaynor Income Growth Fund Class ILarge Cap Blend Equities, DividendJul 5, 20120.83%-5.92%11.09%2.06%
AGTHXAmerican Funds The Growth Fund of America Class ALarge Cap Growth EquitiesDec 1, 19730.61%-25.77%12.71%11.02%
AIVSXAmerican Funds Investment Company of America Class ALarge Cap Blend EquitiesJan 1, 19340.57%-12.30%11.95%8.47%
AMCPXAmerican Funds AMCAP Fund Class ALarge Cap Growth EquitiesJan 5, 19670.65%-24.76%11.50%10.83%
AMPCXAmerican Funds AMCAP Fund Class CLarge Cap Growth EquitiesMay 1, 19671.40%-25.23%10.62%13.23%
AMRMXAmerican Funds American Mutual Fund Class ALarge Cap Blend EquitiesFeb 21, 19500.58%-1.21%11.44%4.79%
ANCFXAmerican Funds Fundamental Investors Class ALarge Cap Blend EquitiesJan 8, 19780.59%-12.98%12.07%11.55%
ANWPXAmerican Funds New Perspective Fund Class ALarge Cap Growth Equities, Global EquitiesMar 13, 19730.72%-21.59%10.89%8.94%
APGAXAB Large Cap Growth Fund Class ALarge Cap Growth EquitiesOct 1, 19960.84%-24.20%15.32%3.57%
APGYXAB Large Cap Growth Fund Advisor ClassLarge Cap Growth EquitiesJan 10, 19960.59%-24.02%15.60%3.18%
ARBNXThe Arbitrage Fund Class InstitutionalEvent DrivenOct 17, 20031.49%-1.13%2.34%0.52%
ARTRXArtisan Global Opportunities Fund Class IGlobal Equities, Large Cap Growth EquitiesSep 22, 20081.14%-25.91%10.74%0.00%
AWSHXAmerican Funds Washington Mutual Investors Fund Class ALarge Cap Blend EquitiesJul 31, 19520.58%-5.19%12.56%6.31%
BACAXBlackRock Energy Opportunities FundEnergy EquitiesFeb 16, 20051.32%46.95%2.77%1.82%
BDMIXBlackRock Global Long/Short Equity Fund Class ILong-ShortDec 20, 20121.57%-0.52%2.73%0.00%
BGSAXBlackRock Technology Opportunities Fund Investor ATechnology EquitiesApr 15, 2001.20%-38.14%17.99%6.31%
BGSIXBlackRock Technology Opportunities InstitutionalTechnology EquitiesMay 15, 20000.93%-38.00%18.32%5.96%
BOSOXBoston Trust Small Cap FundSmall Cap Blend Equities1.00%-4.34%11.30%9.34%

1–20 of 715

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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