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
PEAFX	PIMCO RAE Emerging Markets Fund Class A	Emerging Markets Equities	Jun 5, 2015	1.10%	9.12%	9.85%	2.72%	23
PEGZX	PGIM Jennison Mid-Cap Growth Fund	Mid Cap Growth Equities	Dec 31, 1996	0.71%	6.85%	15.52%	7.59%	6
PEIYX	Putnam Large Cap Value Fund	Large Cap Value Equities	Jan 10, 1998	0.65%	10.48%	14.00%	5.03%	81
PEMGX	Principal MidCap Fund Class A	Mid Cap Blend Equities	Jun 28, 2005	0.91%	-5.40%	11.86%	6.46%	1
PENNX	Royce Pennsylvania Mutual Fund	Small Cap Blend Equities	Oct 31, 1972	0.92%	23.81%	12.55%	5.41%	74
PEO	Adams Natural Resources Closed Fund	Energy Equities	Jan 30, 1929	0.64%	17.66%	9.32%	8.18%	33
PEOPX	BNY Mellon S&P 500 Index Fund	S&P 500	Jan 2, 1990	0.50%	9.95%	14.79%	9.41%	56
PEQIX	Pioneer Equity Income Fund	Large Cap Value Equities	Jul 25, 1990	1.02%	9.25%	9.14%	8.36%	36
PEQSX	Putnam Large Cap Value Fund Class R6	Large Cap Value Equities	Jul 2, 2012	0.54%	10.52%	14.15%	5.09%	82
PEQUX	Putnam Focused International Equity Fund	Foreign Large Cap Equities	Jul 1, 1994	1.07%	14.96%	10.94%	6.06%	50
PESPX	BNY Mellon MidCap Index Fund	Mid Cap Blend Equities	Jun 29, 1998	0.50%	16.98%	11.23%	10.46%	55
PEXMX	T. Rowe Price Extended Equity Market Index Fund	Mid Cap Growth Equities	Jan 30, 1998	0.23%	18.14%	12.62%	3.41%	55
PEYAX	Putnam Large Cap Value Fund	Large Cap Value Equities	Jun 15, 1977	0.88%	10.34%	13.17%	4.79%	81
PFFFX	PFG Equity Index Focused Strategy Fund	Global Equities	Apr 30, 2020	2.02%	11.37%	—	3.15%	56
PFFSX	PFG Sector Equity Business Cycle Strategy Fund	Large Cap Blend Equities	Apr 30, 2020	2.03%	13.34%	—	15.17%	55
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock/Convertible Bonds	Apr 12, 2015	0.79%	2.54%	6.10%	3.87%	75
PFSEX	PFG JP Morgan Tactical Aggressive Strategy Fund	Global Equities	Dec 10, 2017	2.05%	9.60%	—	15.84%	41
PFSLX	Paradigm Select Fund	Mid Cap Blend Equities	Jan 3, 2005	1.16%	50.46%	17.88%	0.09%	93
PFSMX	PFG MFS Aggressive Growth Strategy Fund	Global Equities	Dec 10, 2017	2.05%	8.02%	—	8.82%	26
PFSVX	iMGP SBH Focused Small Value Fund	Small Cap Value Equities	Jul 30, 2020	1.15%	15.55%	—	3.68%	28

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 FINVX (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
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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009

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.