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
POLIX	Polen Growth Fund	Large Cap Growth Equities	Sep 15, 2010	0.96%	-11.80%	11.83%	41.22%	1
POMIX	T. Rowe Price Total Equity Market Index Fund	Large Cap Blend Equities	Jan 30, 1998	0.20%	11.20%	14.64%	1.91%	68
PORTX	Trillium ESG Global Equity Fund	Global Equities	Sep 29, 1999	1.30%	8.00%	9.70%	0.00%	3
POSKX	PrimeCap Odyssey Stock Fund	Large Cap Blend Equities	Nov 1, 2004	0.65%	28.76%	17.05%	21.31%	94
POVSX	Putnam International Equity Fund	Foreign Large Cap Equities	Feb 28, 1991	1.25%	11.63%	10.01%	9.49%	38
PPSIX	Principal Spectrum Preferred and Capital Securitie...	Preferred Stock/Convertible Bonds	Apr 30, 2002	0.79%	1.28%	4.33%	5.41%	63
PPVIX	Principal SmallCap Value Fund II	Small Cap Value Equities	Jun 1, 2004	0.96%	16.36%	11.39%	7.63%	69
PPYPX	PIMCO RAE International Fund	Foreign Large Cap Equities	Jun 4, 2015	0.60%	9.43%	8.77%	7.11%	50
PQCCX	PGIM Quant Solutions Mid-Cap Core Equity Fund	Mid Cap Blend Equities	Nov 17, 2016	0.81%	17.17%	—	3.02%	56
PQDMX	PGIM Quant Solutions International Developed Marke...	Foreign Large Cap Equities	Nov 17, 2016	0.31%	9.83%	—	3.11%	32
PQIAX	Principal Equity Income Fund	Large Cap Value Equities	May 31, 1939	0.86%	9.70%	12.37%	9.14%	68
PQJCX	PGIM Jennison Small-Cap Core Equity Fund	Small Cap Growth Equities	Nov 15, 2016	0.95%	20.51%	—	2.50%	60
PQNCX	Virtus NFJ Mid-Cap Value Fund	Mid Cap Value Equities	Apr 18, 1988	1.75%	14.44%	8.71%	7.05%	34
PRAFX	T. Rowe Price Real Assets Fund	Global Equities	Jul 27, 2010	0.92%	8.31%	7.90%	2.72%	45
PRASX	T. Rowe Price New Asia Fund	Asia Pacific Equities	Sep 27, 1990	0.99%	28.30%	9.61%	0.49%	76
PRBLX	Parnassus Core Equity Fund	Large Cap Blend Equities	Aug 31, 1992	0.82%	9.63%	13.97%	17.36%	22
PRCGX	Perritt MicroCap Opportunities Fund	Small Cap Blend Equities	Apr 11, 1988	1.56%	—	—	12.01%	—
PRCNX	T. Rowe Price International Disciplined Equity Fun...	Foreign Large Cap Equities	Aug 22, 2014	0.88%	4.49%	7.74%	29.59%	19
PRCOX	T. Rowe Price U.S. Equity Research Fund	Large Cap Blend Equities	Nov 30, 1994	0.42%	10.98%	16.09%	1.06%	58
PRDGX	T. Rowe Price Dividend Growth Fund, Inc.	Large Cap Blend Equities, Dividend	Dec 30, 1992	0.64%	9.45%	12.95%	7.40%	51

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.