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
RGSVX	ClearBridge Global Infrastructure Income Fund	Energy Equities	Mar 30, 2016	0.89%	11.03%	—	3.27%	47
RICGX	The Investment Company of America Class R-6	Large Cap Blend Equities	Jan 1, 1934	0.27%	9.65%	14.54%	9.43%	43
RIDAX	The Income Fund of America Class R-1	Large Cap Value Equities	Dec 1, 1973	1.36%	5.54%	7.42%	8.79%	42
RINYX	Russell Investments International Developed Market...	Foreign Large Cap Equities	Mar 29, 2000	0.77%	6.67%	8.74%	6.89%	27
RIPIX	Royce International Premier Fund Institutional Cla...	Mid Cap Growth Equities, Foreign Small & Mid Cap Equities	—	1.04%	0.80%	—	1.45%	2
RIVRX	Riverbridge Growth Fund	Large Cap Growth Equities	Dec 31, 2012	1.25%	-6.61%	11.62%	30.02%	2
RIVSX	River Oak Discovery Fund	Small Cap Blend Equities	Jun 30, 2005	1.18%	36.20%	12.73%	0.21%	92
RLCAX	Columbia Disciplined Value Fund	Large Cap Value Equities	Aug 1, 2008	1.04%	17.54%	11.81%	10.01%	90
RLSIX	RiverPark Long/Short Opportunity Fund	Long-Short	Mar 29, 2012	1.75%	-2.52%	7.05%	0.00%	5
RMBBX	RMB Small Cap Fund	Small Cap Growth Equities	Aug 30, 2002	1.06%	—	—	6.38%	—
RMBHX	RMB Fund	Large Cap Growth Equities	Jun 16, 1975	1.12%	6.18%	12.99%	9.09%	25
RMBKX	RMB Mendon Financial Services Fund	Financials Equities	Jun 7, 1999	1.27%	22.45%	12.02%	5.08%	76
RMBMX	RMB SMID Cap Fund	Mid Cap Growth Equities	Dec 31, 2004	0.84%	13.17%	11.32%	17.44%	20
RMBPX	RMB Japan Fund	Japan Equities, Asia Pacific Equities	Dec 26, 2017	1.30%	—	—	0.00%	—
RMBTX	RMB International Fund	Foreign Small & Mid Cap Equities	Dec 26, 2017	0.95%	12.97%	—	1.47%	46
RMDAX	Virtus Silvant Mid-Cap Growth Fund Class A	Mid Cap Growth Equities	Feb 5, 2002	0.99%	16.21%	14.92%	19.39%	23
RMEAX	Aspiriant Risk-Managed Equity Allocation Fund	Global Equities	Apr 3, 2013	0.28%	6.76%	8.26%	11.05%	46
RMFGX	American Mutual Fund Class R-6	Large Cap Value Equities	Feb 21, 1950	0.27%	8.92%	11.55%	7.28%	49
RMLPX	Recurrent MLP & Infrastructure Fund	Energy Equities	Nov 1, 2017	1.25%	27.98%	—	5.09%	75
RMQAX	Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun...	Leveraged Equities	Nov 27, 2014	1.32%	31.99%	37.25%	27.48%	49

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 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
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
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996

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.