Equity Mutual Funds List

Number of Funds: 3,614
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.62%
Avg. 1 Year Return: 21.98%
Median Risk/Return Score: 42 / 100

3531 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
MFEGX	MFS Growth Fund Class A	Large Cap Growth Equities	Dec 29, 1986	0.83%	2.32%	17.64%	16.50%	7
MFEIX	MFS Growth I	Large Cap Growth Equities	Jul 10, 1997	0.60%	2.45%	17.33%	14.64%	8
MFEKX	MFS Growth R6	Large Cap Growth Equities	Jun 1, 2012	0.51%	2.50%	17.42%	14.46%	8
MFOCX	Marsico Focus Fund	Large Cap Growth Equities	Dec 31, 1997	1.34%	8.14%	18.52%	16.47%	15
MFQTX	AMG Veritas Global Focus Fund	Large Cap Growth Equities	Dec 18, 2000	0.88%	-3.53%	8.70%	0.00%	1
MFRFX	MFS Research Fund	Large Cap Blend Equities	Oct 13, 1971	0.78%	4.99%	12.89%	15.32%	24
MFWIX	MFS Global Total Return Fund Class I	Global Equities	Sep 4, 1990	0.84%	5.15%	6.43%	8.22%	40
MGFAX	MassMutual Global Fund	Global Equities	Dec 30, 2004	1.41%	7.30%	12.38%	40.69%	13
MGGIX	Morgan Stanley Institutional Fund, Inc. Global Opp...	Global Equities	May 29, 2008	0.95%	5.71%	13.93%	0.00%	2
MGIAX	MFS International Intrinsic Value Fund	Foreign Large Cap Equities	Oct 23, 1995	0.96%	4.38%	9.75%	7.94%	22
MGIFX	Mondrian Global Listed Infrastructure Fund	Energy Equities	Dec 16, 2018	0.95%	—	—	49.24%	—
MGINX	DWS Global Macro Fund	Tactical Allocation	May 14, 1995	0.79%	2.53%	5.87%	1.79%	26
MGKQX	Morgan Stanley Global Permanence Portfolio	Global Equities	Apr 29, 2019	0.95%	-0.17%	—	0.00%	1
MGLBX	Marsico Global Fund	Global Equities	Jun 28, 2007	1.45%	17.86%	20.29%	10.29%	27
MGOYX	Victory Munder Mid-Cap Core Growth Fund	Mid Cap Growth Equities	Jun 24, 1998	0.98%	21.67%	11.44%	12.64%	75
MGPIX	ProFunds Mid Cap Growth Fund	Mid Cap Growth Equities	Sep 4, 2001	1.69%	19.09%	7.41%	2.87%	52
MGQIX	Morgan Stanley Institutional Fund, Inc. Global Sus...	Global Equities	Aug 29, 2013	0.90%	-3.92%	6.59%	0.00%	0
MGRAX	MFS International Growth Fund	Foreign Large Cap Equities	Oct 23, 1995	1.06%	1.46%	9.49%	5.28%	8
MGRDX	MFS International Growth Fund R6	Foreign Large Cap Equities	May 1, 2006	0.72%	1.64%	9.88%	5.54%	8
MGRIX	Marsico Growth Fund	Large Cap Growth Equities	Dec 31, 1997	1.34%	3.04%	17.29%	15.80%	9

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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Time Period

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
VARBX	Vivaldi Merger Arbitrage Fund Class I	99	—	Oct 2015
ARKVX	ARK Venture Fund	99	—	Sep 2022
MERIX	The Merger Fund Class I	98	—	Aug 2013
ARBNX	The Arbitrage Fund Class Institutional	98	—	Oct 2003
FDCPX	Fidelity Select Tech Hardware Portfolio	97	—	Jul 1985

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (47.56%). Across the lineup, Equity Mutual funds show an average 1-year return of 21.98% and an average 5-year return of 8.74%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	47.56%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	42.77%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	39.92%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	39.57%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	39.22%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FSOSX (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
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (899.52%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.62%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
EGFIX	Edgewood Growth Fund	899.52%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
PIUIX	Federated Hermes International Equity Fd	179.90%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	161.70%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	154.49%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,981 Mutual funds Multi-Asset · 1,521 Mutual funds Alternatives · 135 Mutual funds Real Estate · 114 Mutual funds Commodity · 63 Mutual funds Preferred Stock · 11 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.