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
- 3,627
- Avg. Expense Ratio
- 0.95%
- Avg. Yield
- 7.57%
- Avg. 1 Year Return
- 25.74%
- Median Risk/Return Score
- 42 / 100
Equity Mutual Funds List
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| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan European Growth & Income plc | Europe Equities | Mar 15, 1929 | 0.66% | 3.66% | 17.77% | 3.62% | 20 |
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 ARKVX (99) and FDCPX (98).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| ARK Venture Fund | 99 | — | Sep 2022 | |
| Fidelity Select Tech Hardware Portfolio | 98 | — | Jul 1985 | |
| Emerald Insights Fund | 98 | — | Aug 2014 | |
| Vivaldi Merger Arbitrage Fund Class I | 98 | — | Oct 2015 | |
| Nomura Emerging Markets Fund Class A | 98 | — | Jun 1996 |
Best-Performing Equity Mutual funds Over 5 Years
The top Equity Mutual funds is SMPIX (53.79%).
Across the lineup, Equity Mutual funds show an average 1-year return of 25.74% and an average 5-year return of 8.85%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| ProFunds Semiconductor UltraSector Fund | 53.79% | — | Jun 2000 | |
| Fidelity Select Semiconductors Portfolio | 45.84% | — | Jul 1985 | |
| Fidelity Advisor Semiconductors Fund Class I | 42.85% | — | Dec 2000 | |
| Fidelity Advisor Semiconductors Fund Class A | 42.49% | — | Dec 2000 | |
| Fidelity Advisor Semiconductors Fund Class M | 42.13% | — | Dec 2000 |
Lowest-Cost Equity Mutual funds
The top Equity Mutual funds is FBLEX (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 |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | |
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 |
Highest-Yield Equity Mutual funds
The top Equity Mutual funds is EGFIX (883.64%).
Across the lineup, Equity Mutual funds show an average dividend yield of 7.57%, 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 | 883.64% | — | Feb 2006 | |
| BNY Mellon Mid Cap Multi-Strategy Fund | 531.29% | — | Oct 2000 | |
| Federated Hermes International Equity Fd | 177.43% | — | Aug 1997 | |
| Royce Dividend Value Fund | 169.45% | — | May 2004 | |
| Mesirow Small Company Sustainability Fund | 162.39% | — | Dec 2018 |
Top Mutual funds Asset Classes
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.