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
SEECX	Crossmark Steward Values-Focused Large Cap Enhance...	Large Cap Blend Equities	Oct 1, 2004	0.58%	9.59%	13.94%	3.29%	49
SEEFX	Saturna Sustainable Equity Fund	Global Equities	Mar 26, 2015	0.75%	—	—	37.97%	—
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	Feb 28, 1992	0.69%	4.99%	19.76%	10.90%	13
SEHAX	SEI Institutional Investments Trust U.S. Equity Fa...	Large Cap Blend Equities	Apr 26, 2018	0.32%	11.06%	—	5.00%	73
SEITX	SEI Institutional International Trust Internationa...	Foreign Large Cap Equities	Dec 20, 1989	1.08%	9.19%	9.96%	15.39%	45
SELCX	SEI Institutional Managed Trust Large Cap Growth F...	Large Cap Growth Equities	Dec 20, 1994	0.89%	10.47%	17.52%	21.01%	41
SEMCX	SEI Institutional Managed Trust Mid-Cap Fund	Mid Cap Blend Equities	Feb 16, 1993	0.98%	13.63%	10.78%	19.70%	47
SEMNX	Hartford Schroders Emerging Markets Equity Fund Cl...	Emerging Markets Equities	—	1.23%	28.37%	11.26%	1.23%	85
SENAX	Allspring Discovery Mid Cap Growth Fund	Mid Cap Growth Equities	Feb 24, 2000	1.18%	10.91%	11.82%	10.88%	14
SENCX	Touchstone Large Cap Focused Fund	Large Cap Blend Equities	Jan 12, 1934	0.99%	3.32%	16.00%	1.42%	23
SEQAX	Guggenheim World Equity Income Fund	Global Equities	Sep 30, 1993	1.20%	9.73%	9.24%	13.36%	78
SEQUX	Sequoia Fund	Large Cap Growth Equities	Jul 15, 1970	1.00%	0.77%	12.61%	5.44%	5
SESVX	SEI Institutional Managed Trust Small Cap Value Fu...	Small Cap Value Equities	Dec 20, 1994	1.14%	18.22%	9.31%	7.69%	72
SEVAX	Guggenheim SMid Cap Value Fund	Mid Cap Value Equities	May 1, 1997	1.19%	11.18%	8.85%	12.75%	35
SFCWX	American Funds SMALLCAP World Fund Class F-3	Global Equities	Apr 30, 1990	0.66%	16.66%	—	4.35%	40
SFENX	Schwab Fundamental Emerging Markets Equity Index F...	Emerging Markets Equities, Emerging Markets Diversified	Jan 30, 2008	0.39%	9.26%	10.03%	3.60%	51
SFHYX	Hundredfold Select Alternative Fund	Tactical Allocation	Aug 31, 2004	2.45%	0.40%	7.33%	9.50%	31
SFILX	Schwab Fundamental International Small Company Ind...	Foreign Small & Mid Cap Equities	Jan 30, 2008	0.39%	8.66%	8.49%	7.74%	34
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	Apr 2, 2007	0.25%	15.19%	14.19%	1.46%	90
SFNNX	Schwab Fundamental International Equity Index Fund	Foreign Large Cap Equities	Apr 2, 2007	0.25%	15.19%	11.52%	4.44%	77

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
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 2019
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
FHKFX	Fidelity Series Emerging Markets Fund	0.01%	—	Aug 2018

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.