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
RMQHX	Rydex Monthly Rebalance NASDAQ-100 2x Strategy H	Leveraged Equities	Nov 28, 2014	1.27%	31.99%	37.22%	26.34%	50
RNGCX	American Funds The New Economy Fund Class R-3	Global Equities	May 15, 2002	1.05%	22.15%	16.06%	8.60%	85
RNPEX	American Funds New Perspective Fund Class R4	Global Equities	May 15, 2002	0.75%	6.62%	13.51%	6.25%	27
RNPGX	American Funds New Perspective Fund Class R-6	Global Equities	Aug 1, 2008	0.42%	6.81%	13.97%	6.44%	27
ROGSX	Red Oak Technology Select Fund	Technology Equities	Dec 30, 1998	0.92%	15.77%	19.71%	5.64%	42
RPEAX	Davis Opportunity Fund	Large Cap Blend Equities	Dec 1, 1994	0.93%	11.94%	13.24%	12.43%	54
RPFGX	Davis Financial Fund	Financials Equities	May 1, 1991	0.94%	1.55%	13.34%	3.92%	17
RPGEX	T. Rowe Price Global Growth Stock Fund	Global Equities	Oct 27, 2008	0.91%	12.22%	13.04%	10.27%	41
RPICX	T. Rowe Price Institutional International Discipli...	Foreign Large Cap Equities	Jul 27, 2010	0.75%	—	—	0.00%	—
RPMAX	Reinhart Genesis PMV Fund	Small Cap Blend Equities	May 31, 2018	1.20%	27.83%	—	6.01%	76
RPMGX	T. Rowe Price Mid-Cap Growth Fund	Mid Cap Growth Equities	Jun 30, 1992	0.72%	4.79%	11.36%	6.06%	9
RPMMX	Reinhart Mid Cap PMV Fund	Mid Cap Value Equities	Jun 1, 2012	1.30%	6.15%	6.35%	6.21%	7
RPTIX	T. Rowe Price Mid-Cap Growth Fund Class I	Mid Cap Growth Equities	Aug 28, 2015	0.63%	4.86%	10.37%	6.15%	9
RPTTX	T. Rowe Price Diversified Mid Cap Growth I	Mid Cap Growth Equities	May 3, 2017	0.67%	7.14%	—	7.36%	8
RPXIX	RiverPark Large Growth Fund	Large Cap Growth Equities	Sep 30, 2010	0.91%	0.79%	12.17%	9.08%	8
RQEIX	RESQ Dynamic Allocation Fund	Tactical Allocation	Dec 19, 2013	1.80%	7.68%	5.21%	13.91%	87
RSDGX	Victory RS Select Growth Fund	Mid Cap Growth Equities	Aug 1, 1996	1.40%	20.92%	10.66%	11.19%	59
RSEAX	Russell Investments U.S. Strategic Equity Fund	Large Cap Blend Equities	Aug 6, 2012	0.99%	8.64%	13.03%	10.65%	41
RSEGX	Victory RS Small Cap Growth Fund	Small Cap Growth Equities	Nov 30, 1987	1.40%	26.77%	9.69%	0.00%	58
RSGRX	Victory RS Growth Fund	Large Cap Growth Equities	May 12, 1992	1.10%	4.71%	15.60%	5.01%	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 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.