Equity Mutual Funds List

Number of Funds: 3,612
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.62%
Avg. 1 Year Return: 21.26%
Median Risk/Return Score: 41 / 100

3529 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
PWDIX	Donoghue Forlines Dividend Fund	Tactical Allocation	Nov 6, 2013	1.56%	13.15%	5.81%	1.92%	78
PWJZX	PGIM Jennison International Opportunities Fund	Foreign Large Cap Equities	Jun 4, 2012	0.90%	11.98%	12.17%	0.17%	9
PWLIX	PIMCO RAE Worldwide Long/Short PLUS Fund	Long-Short	Dec 3, 2014	1.19%	-1.08%	4.04%	4.98%	3
PXNIX	Pax International Sustainable Economy Fund Institu...	Large Cap Blend Equities, ESG	—	0.47%	9.27%	9.25%	6.91%	27
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	Jun 28, 2006	0.96%	7.52%	8.13%	5.40%	4
PXSCX	Pax Small Cap Fund	Small Cap Blend Equities	Mar 27, 2008	1.15%	22.33%	9.70%	5.29%	85
PXSGX	Virtus KAR Small-Cap Growth Fund	Small Cap Growth Equities	Jun 28, 2006	1.07%	-1.85%	10.62%	48.81%	1
PXTIX	PIMCO RAE PLUS Fund	Large Cap Value Equities	Jun 30, 2005	0.80%	19.70%	14.29%	6.62%	90
PXWEX	Pax Ellevate Global Women’s Leadership Fund	Global Equities	Sep 30, 1993	0.77%	8.18%	10.46%	9.06%	38
PXWGX	Pax U.S. Sustainable Economy Fund	Large Cap Blend Equities	Jun 11, 1997	0.70%	11.43%	13.86%	4.92%	64
PXWIX	Pax Ellevate Global Women’s Leadership Fund Instit...	ESG, Global Equities	—	0.51%	8.33%	10.74%	9.20%	39
PYEQX	Pioneer Equity Income Y	Large Cap Value Equities	Jul 25, 1990	0.81%	9.90%	9.49%	8.19%	35
PYVLX	Payden Equity Income Fund	Large Cap Value Equities	Nov 1, 1996	0.73%	9.77%	9.66%	5.96%	66
PZFVX	John Hancock Classic Value Fund	Large Cap Value Equities	Jun 24, 1996	1.12%	7.64%	9.92%	33.61%	14
PZIEX	Pzena Emerging Markets Value Fund Institutional Cl...	Emerging Markets Equities	Mar 31, 2014	1.08%	7.43%	11.44%	4.47%	43
PZRIX	PIMCO RAE Global ex-US Fund	Foreign Large Cap Equities	Jun 4, 2015	0.00%	7.89%	9.69%	6.08%	63
PZVIX	Pzena International Small Cap Value Fund	Foreign Small & Mid Cap Equities	Jul 1, 2018	1.45%	1.50%	—	2.58%	11
PZVMX	Pzena Mid Cap Value Fund	Mid Cap Value Equities	Mar 31, 2014	1.32%	14.34%	10.02%	3.73%	10
PZVSX	Pzena Small Cap Value Fund	Small Cap Value Equities	Apr 27, 2016	1.52%	21.07%	—	1.93%	23
QAITX	Q3 All-Weather Tactical Fund	Tactical Allocation	Dec 29, 2019	1.36%	—	—	1.19%	—

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

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (47.44%). Across the lineup, Equity Mutual funds show an average 1-year return of 21.26% and an average 5-year return of 8.61%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	47.44%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	42.38%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	39.54%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	39.19%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	38.85%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is ACIHX (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
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (875.90%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.62%, 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	875.90%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
PIUIX	Federated Hermes International Equity Fd	180.44%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	159.79%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	154.49%	—	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.