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
PGUAX	Virtus Duff & Phelps Global Infrastructure Fund	Energy Equities	Dec 29, 2004	1.27%	11.61%	7.18%	8.00%	43
PGVFX	Polaris Global Value Fund	Global Equities	May 31, 1998	0.99%	20.12%	11.37%	4.31%	90
PGWCX	Virtus Focused Growth Fund	Large Cap Growth Equities	Feb 24, 1984	1.70%	1.98%	18.28%	13.60%	11
PHPIX	ProFunds Pharmaceuticals UltraSector Fund	Leveraged Equities	Jun 27, 2000	1.78%	25.55%	7.83%	0.71%	92
PHSKX	Virtus KAR Mid-Cap Growth Fund	Mid Cap Growth Equities	Dec 31, 1975	1.24%	-3.41%	10.80%	47.98%	1
PHSTX	Putnam Global Health Care Fund	Health & Biotech Equities	May 27, 1982	1.05%	4.30%	9.54%	1.71%	38
PHSWX	Parvin Hedged Equity Solari World Fund	Long-Short	Jan 27, 2021	0.01%	3.78%	—	0.47%	11
PHSZX	PGIM Jennison Health Sciences Fund	Health & Biotech Equities	Jun 29, 1999	0.86%	8.46%	14.08%	10.08%	66
PIDIX	Principal International Equity Index Fund	Foreign Large Cap Equities	Dec 30, 2009	0.32%	10.07%	9.54%	3.12%	32
PIEQX	T. Rowe Price International Equity Index Fund	Foreign Large Cap Equities	Nov 30, 2000	0.29%	9.96%	9.33%	2.90%	31
PIGDX	Federated Hermes International Growth Fund	Foreign Large Cap Equities	Feb 28, 2016	0.84%	17.18%	—	0.00%	0
PIGFX	Pioneer Fundamental Growth Fund	Large Cap Growth Equities	Aug 22, 2002	1.00%	4.16%	14.62%	18.42%	11
PIIFX	Pioneer International Equity Fund	Foreign Large Cap Equities	Mar 25, 1993	1.15%	8.30%	10.82%	4.05%	43
PINDX	Pioneer Disciplined Growth Fund	Large Cap Growth Equities	Dec 15, 2005	1.05%	9.23%	16.45%	4.13%	25
PINIX	Principal International Fund I	Foreign Large Cap Equities	Dec 29, 2003	0.79%	7.49%	10.37%	3.48%	43
PINRX	Principal Diversified International Fund	Foreign Large Cap Equities	Dec 6, 2000	1.32%	6.27%	8.79%	1.93%	28
PINZX	Principal Overseas Fund	Foreign Large Cap Equities	Sep 29, 2008	0.97%	14.18%	12.60%	8.51%	53
PIODX	Pioneer Fund	Large Cap Blend Equities	Feb 10, 1928	1.06%	11.29%	16.47%	8.95%	48
PIOTX	Pioneer Core Equity Fund	Large Cap Blend Equities	Nov 18, 1999	0.88%	9.52%	13.58%	6.88%	45
PIPAX	PIMCO StocksPLUS® International Fund (U.S. Dollar-...	Foreign Large Cap Equities	Oct 31, 2003	1.15%	12.53%	12.08%	5.39%	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 22.54% 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.