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
SCINX	DWS CROCI International Fund	Foreign Large Cap Equities	Jun 17, 1953	0.91%	8.04%	9.96%	2.55%	64
SCJIX	Crossmark Steward Covered Call Income Fund	Derivative Income	Dec 13, 2017	1.00%	3.09%	—	9.31%	35
SCMIX	Columbia Seligman Technology and Information Fund ...	Technology Equities	Nov 30, 2001	0.89%	55.94%	28.59%	5.09%	96
SCOBX	DWS International Growth Fund	Foreign Large Cap Equities	Jul 22, 1986	0.92%	7.03%	7.86%	4.39%	14
SCPAX	SEI Institutional Investments Trust Large Cap Disc...	Large Cap Blend Equities	Aug 28, 2003	0.47%	10.54%	14.05%	13.60%	74
SCPIX	DWS S&P 500 Index Fund	S&P 500	Aug 29, 1997	0.29%	9.54%	15.36%	4.86%	56
SCQGX	DWS Large Cap Focus Growth Fund	Large Cap Growth Equities	May 15, 1991	0.83%	5.90%	16.51%	14.67%	17
SCRZX	AB Small Cap Core Portfolio	Small Cap Blend Equities	Dec 29, 2015	0.87%	22.02%	10.36%	8.80%	67
SCSAX	Allspring Common Stock Fund	Mid Cap Blend Equities	Nov 30, 2000	1.25%	16.78%	11.40%	3.78%	24
SCUIX	Hartford Schroders US Small Cap Opportunities Fund	Small Cap Blend Equities	Aug 6, 1993	1.08%	19.65%	10.06%	11.14%	65
SCVAX	Allspring Small Company Value Fund	Small Cap Value Equities	Jan 31, 2002	1.15%	20.94%	10.53%	4.86%	53
SCYVX	AB Small Cap Value Portfolio	Small Cap Value Equities	Dec 3, 2014	0.92%	28.43%	9.81%	3.79%	72
SDLAX	SEI Institutional Investments Trust Dynamic Asset ...	Large Cap Blend Equities	Jul 30, 2010	0.67%	8.42%	15.10%	12.73%	48
SDSCX	BNY Mellon Small/Mid Cap Growth Fund	Mid Cap Growth Equities	Jan 4, 1988	0.70%	16.39%	12.58%	44.92%	23
SDVGX	SIT Dividend Growth Fund	Large Cap Blend Equities	Dec 31, 2003	0.70%	7.13%	12.37%	9.44%	63
SDYYX	SEI Institutional Managed Trust Dynamic Asset Allo...	Large Cap Blend Equities	Jul 30, 2015	0.50%	8.14%	14.61%	19.07%	45
SECAX	SEI Institutional Investments Trust Small Cap II F...	Small Cap Blend Equities	Apr 10, 2012	0.72%	19.70%	11.86%	8.36%	77
SECEX	Guggenheim StylePlus - Large Core Fund	Large Cap Blend Equities	Sep 10, 1962	1.31%	12.21%	14.46%	2.63%	58
SECIX	Guggenheim Large Cap Value Fund	Large Cap Value Equities	Aug 7, 1944	1.15%	6.11%	9.53%	13.72%	44
SECUX	Guggenheim StylePlus - Mid Growth Fund	Mid Cap Growth Equities	Sep 17, 1969	1.42%	15.84%	11.34%	0.00%	26

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 FIGSX (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
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 2019
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008

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.