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.
- Number of Funds
- 3,785
- Avg. Expense Ratio
- 0.95%
- Avg. Yield
- 7.73%
- Avg. 1 Year Return
- 20.56%
- Median Risk/Return Score
- 49 / 100
Equity Mutual Funds List
2 results
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RBC Select Growth Portfolio A | Global Equities | Dec 11, 1986 | 2.03% | 9.71% | — | 4.58% | 79 | ||||||||
| Canoe EIT Income Fund | Diversified Portfolio | Aug 6, 1997 | 1.10% | 17.08% | 15.77% | 6.80% | 95 |
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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5 Years
Best Equity Mutual funds by Risk/Return Score
The top Equity Mutual funds by PortfoliosLab Risk/Return Score are VARBX (99) and ARKVX (99).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Vivaldi Merger Arbitrage Fund Class I | 99 | — | Oct 2015 | |
| ARK Venture Fund | 99 | — | Sep 2022 | |
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 |
Best-Performing Equity Mutual funds Over 5 Years
The top Equity Mutual funds is SHPIX (47.30%).
Across the lineup, Equity Mutual funds show an average 1-year return of 20.56% and an average 5-year return of 8.48%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| ProFunds Short Small Cap ProFund | 47.30% | — | Apr 2002 | |
| Fidelity Select Semiconductors Portfolio | 38.34% | — | Jul 1985 | |
| Fidelity Advisor Semiconductors Fund Class I | 35.56% | — | Dec 2000 | |
| ProFunds UltraJapan Fund | 35.45% | — | Feb 2000 | |
| Fidelity Advisor Semiconductors Fund Class A | 35.22% | — | Dec 2000 |
Lowest-Cost Equity Mutual funds
The top Equity Mutual funds is GWOAX (0.01%).
With an average expense ratio of 0.95%, Equity Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | |
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | |
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 |
Highest-Yield Equity Mutual funds
The top Equity Mutual funds is EGFIX (920.20%).
Across the lineup, Equity Mutual funds show an average dividend yield of 7.73%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Edgewood Growth Fund | 920.20% | — | Feb 2006 | |
| BNY Mellon Mid Cap Multi-Strategy Fund | 531.29% | — | Oct 2000 | |
| VY Baron Growth Portfolio | 301.33% | — | May 2002 | |
| Federated Hermes International Equity Fd | 181.17% | — | Aug 1997 | |
| MetLife Small Company Equity Fund | 155.33% | — | Dec 2018 |
Top Mutual funds Asset Classes
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.