Equity Mutual Funds List

Number of Funds: 3,612
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.59%
Avg. 1 Year Return: 22.54%
Median Risk/Return Score: 42 / 100

3529 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
OMSYX	Invesco Main Street All Cap fd	Large Cap Blend Equities	Sep 25, 2000	0.83%	8.77%	14.27%	4.54%	46
ONERX	One Rock Fund	Large Cap Growth Equities	Mar 6, 2020	1.75%	61.33%	—	14.95%	87
OPGIX	Invesco Global Opportunities Fund Class A	Foreign Small & Mid Cap Equities, Global Equities	Oct 22, 1990	1.04%	14.67%	6.74%	0.10%	23
OPMYX	Invesco Main Street Mid Cap Fund	Mid Cap Blend Equities	Aug 2, 1999	0.81%	11.82%	10.54%	7.15%	36
OPOCX	Invesco Discovery Fund	Small Cap Growth Equities	Sep 11, 1986	1.01%	38.84%	17.07%	9.66%	83
OPPAX	Invesco Global Fund	Global Equities	Dec 21, 1969	1.04%	9.43%	12.68%	22.66%	19
OPTFX	Invesco Capital Appreciation Fund	Large Cap Growth Equities	Jan 22, 1981	0.95%	11.86%	15.98%	9.77%	20
ORDNX	North Square Preferred and Income Securities Fund	Large Cap Blend Equities	Jun 28, 2013	1.27%	1.83%	11.63%	6.60%	69
ORIGX	North Square Spectrum Alpha Fund	Small Cap Growth Equities	Jan 3, 1994	1.60%	24.30%	10.85%	0.47%	81
ORSIX	North Square Dynamic Small Cap Fund	Small Cap Blend Equities	Sep 30, 2015	1.36%	23.27%	14.96%	2.29%	83
OSCBX	Overseas SMA Completion Portfolio	Foreign Large Cap Equities	Sep 11, 2019	0.00%	1.21%	—	2.86%	22
OSGIX	JPMorgan Mid Cap Growth Fund Class A	Mid Cap Growth Equities	Sep 21, 1994	1.14%	10.71%	14.44%	11.12%	11
OSMAX	Invesco International Small-Mid Company Fund	Foreign Small & Mid Cap Equities	Nov 16, 1997	1.33%	0.28%	6.07%	20.07%	3
OSSIX	Invesco Main Street Small Cap Fund	Small Cap Blend Equities	May 17, 2013	0.68%	19.50%	12.21%	6.79%	57
OSTFX	Osterweis Fund	Large Cap Blend Equities	Oct 1, 1993	0.95%	5.84%	11.90%	5.65%	27
OSTGX	Osterweis Emerging Opportunity Fund	Small Cap Growth Equities	Nov 30, 2016	1.17%	30.22%	—	1.77%	68
OTCAX	MFS Mid Cap Growth Fund	Mid Cap Growth Equities	Dec 1, 1993	1.00%	7.88%	12.63%	15.53%	5
OTCFX	T. Rowe Price Small-Cap Stock Fund	Small Cap Growth Equities	Jun 1, 1956	0.85%	20.18%	12.45%	5.93%	58
OTCKX	MFS Mid Cap Growth Fund Class R6	Mid Cap Growth Equities	Dec 1, 1993	0.65%	8.09%	13.27%	13.77%	5
OTGAX	OTG Latin America Fund	Latin America Equities	May 6, 2019	2.22%	—	—	0.00%	—

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 22.54% 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 FSGEX (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
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018
FHKFX	Fidelity Series Emerging Markets Fund	0.01%	—	Aug 2018

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 7.59%, 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 · 1,974 Mutual funds Multi-Asset · 1,520 Mutual funds Alternatives · 134 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.