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
MISIX	Victory Trivalent International Small-Cap Fund Cla...	Mid Cap Blend Equities, Foreign Small & Mid Cap Equities	—	0.97%	10.97%	10.53%	5.45%	39
MITTX	MFS Massachusetts Investors Trust	Large Cap Blend Equities	Jul 15, 1924	0.70%	5.68%	13.43%	13.55%	28
MJFOX	Matthews Japan Fund	Japan Equities, Asia Pacific Equities	Dec 30, 1998	1.05%	18.46%	9.01%	1.65%	33
MKVIX	MFS International Large Cap Value Fund	Foreign Large Cap Equities	Jun 29, 2020	0.71%	10.07%	—	7.65%	65
MLAAX	MainStay Winslow Large Cap Growth Fund	Large Cap Growth Equities	Jul 3, 1995	0.93%	3.53%	16.86%	23.54%	7
MLAIX	NYLI Winslow Large Cap Growth Fund Class I	Large Cap Growth Equities	Apr 1, 2005	0.69%	3.49%	17.14%	18.08%	7
MLMIX	Morgan Stanley Institutional Fund, Inc. Global Cor...	Global Equities	May 26, 2016	0.99%	3.64%	—	0.00%	13
MLNIX	Morgan Stanley Institutional Fund, Inc. Global Con...	Global Equities	May 26, 2016	1.00%	3.55%	—	1.81%	10
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	Energy Equities	Dec 19, 2013	0.90%	32.43%	10.37%	1.45%	96
MLPIX	ProFunds Mid Cap Value Fund	Mid Cap Value Equities	Sep 4, 2001	1.78%	11.86%	8.96%	0.42%	32
MLPNX	Invesco SteelPath MLP Alpha Plus Fund	Energy Equities	Dec 29, 2011	1.34%	25.67%	10.22%	4.61%	50
MLPOX	Invesco SteelPath MLP Alpha Fund	Energy Equities	Mar 30, 2010	1.29%	18.14%	8.92%	4.84%	50
MLPTX	Invesco SteelPath MLP Select 40 Fund	Energy Equities	Mar 30, 2010	0.85%	23.59%	10.46%	4.82%	73
MLPZX	Invesco SteelPath MLP Income Fund	Energy Equities	Mar 30, 2010	1.10%	18.73%	9.71%	6.15%	61
MLVHX	MFS Low Volatility Equity Fund	Large Cap Blend Equities	Dec 5, 2013	0.67%	3.44%	10.46%	14.83%	18
MLXIX	Catalyst Energy Infrastructure Fund	Energy Equities	Dec 21, 2014	1.43%	28.81%	10.71%	6.96%	14
MMCFX	AMG Veritas China Fund	China Equities, Asia Pacific Equities	Jun 29, 1994	1.14%	7.67%	5.46%	0.30%	16
MMDEX	Praxis Growth Index Fund	Large Cap Growth Equities	May 1, 2007	0.36%	6.75%	17.51%	4.39%	24
MMEYX	Victory Integrity Discovery Fund	Small Cap Value Equities	Dec 26, 1996	1.38%	36.03%	13.09%	7.12%	92
MMGEX	MassMutual Small Cap Growth Equity Fund	Small Cap Growth Equities	May 3, 1999	1.41%	27.67%	15.93%	29.72%	79

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
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
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005

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.