Equity Mutual Funds List

Number of Funds: 3,614
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.60%
Avg. 1 Year Return: 22.52%
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
NAVFX	Sector Rotation Fund	Tactical Allocation	Dec 30, 2009	1.97%	8.47%	11.08%	2.04%	34
NAWGX	Voya Global High Dividend Low Volatility Fund	Global Equities	Apr 18, 1993	0.85%	6.26%	9.43%	3.84%	23
NBGIX	Neuberger Berman Genesis Fund Institutional Class	Small Cap Growth Equities	Jul 1, 1999	0.84%	14.12%	9.93%	14.38%	16
NBGNX	Neuberger Berman Genesis Fund	Small Cap Growth Equities	Sep 27, 1988	0.99%	14.04%	9.75%	14.34%	16
NBHIX	Neuberger Berman Equity Income Fund	Large Cap Value Equities	Nov 2, 2006	0.70%	5.83%	9.28%	1.53%	21
NBIIX	Neuberger Berman International Equity Fund	Foreign Large Cap Equities	Jun 16, 2005	0.87%	6.81%	7.44%	0.00%	4
NBMIX	Neuberger Berman Small Cap Growth Fund	Small Cap Growth Equities	Oct 20, 1998	1.28%	23.12%	15.53%	5.47%	42
NBNGX	SIT Mid Cap Growth Fund	Mid Cap Growth Equities	Sep 2, 1982	1.25%	12.30%	16.47%	3.02%	28
NBRVX	Neuberger Berman Mid Cap Intrinsic Value Fund	Mid Cap Value Equities	Jun 1, 1999	1.49%	15.99%	8.07%	9.68%	72
NBSRX	Neuberger Berman Sustainable Equity Fund	Large Cap Blend Equities	Mar 16, 1994	0.85%	16.82%	15.03%	2.01%	79
NBSSX	Neuberger Berman Focus Fund	Global Equities	Oct 18, 1955	0.89%	9.83%	11.72%	8.91%	26
NBXG	Neuberger Berman Next Generation Connectivity Fund	Technology Equities	May 25, 2021	1.37%	20.79%	—	8.32%	25
NCBVX	PGIM Quant Solutions Mid-Cap Value Fund	Mid Cap Value Equities	Aug 19, 1998	1.95%	18.50%	8.15%	0.58%	85
NCEGX	The North Country Large Cap Equity Fund	Large Cap Growth Equities	Mar 1, 2001	0.99%	2.98%	14.94%	2.75%	18
NCGFX	New Covenant Growth Fund	Large Cap Blend Equities	Jul 1, 1999	0.97%	10.58%	13.87%	8.74%	54
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	May 18, 1987	0.85%	-1.46%	7.85%	7.65%	2
NCTWX	Nicholas II Fund	Mid Cap Growth Equities	Oct 17, 1983	0.59%	2.08%	9.70%	12.18%	3
NCVLX	Nuance Concentrated Value Fund	Large Cap Value Equities	May 31, 2011	1.04%	9.57%	7.56%	1.56%	22
NDVAX	MFS New Discovery Value Fund Class A	Small Cap Value Equities	May 26, 2011	1.21%	15.17%	10.93%	9.22%	34
NDVIX	MFS New Discovery Value Fund	Small Cap Value Equities	May 26, 2011	0.93%	15.47%	10.97%	9.32%	37

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
FDCPX	Fidelity Select Tech Hardware Portfolio	98	—	Jul 1985
ARBNX	The Arbitrage Fund Class Institutional	97	—	Oct 2003

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (47.63%). Across the lineup, Equity Mutual funds show an average 1-year return of 22.52% and an average 5-year return of 8.77%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	47.63%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	44.05%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	41.18%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	40.83%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	40.47%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is VFFSX (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
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019

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 7.60%, 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	883.64%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
PIUIX	Federated Hermes International Equity Fd	178.84%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	160.42%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	153.11%	—	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.