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
SFPAX	Saratoga Financial Service Fund	Financials Equities	Aug 1, 2000	3.81%	0.00%	9.12%	0.00%	4
SFSNX	Schwab Fundamental US Small Company Index Fund	Small Cap Blend Equities	Apr 2, 2007	0.25%	20.74%	11.43%	1.13%	66
SGARX	Virtus SGA Global Growth Fund	Global Equities	Dec 30, 2010	0.91%	-6.15%	—	13.60%	1
SGDIX	Sprott Gold Equity Fund Institutional Class	Gold, Precious Metals	Apr 8, 2019	1.17%	-8.43%	—	0.72%	30
SGENX	First Eagle Global Fund Class A	Global Equities	Jan 1, 1979	1.11%	4.81%	9.78%	9.01%	43
SGFFX	Sparrow Growth Fund	Mid Cap Growth Equities	Oct 2, 1998	1.81%	1.87%	15.71%	0.00%	9
SGIIX	First Eagle Global Fund Class I	Global Equities	—	0.86%	4.94%	10.06%	9.16%	44
SGISX	Crossmark Steward Global Equity Income Fund	Global Equities	Apr 2, 2008	0.99%	8.88%	11.15%	6.00%	38
SGMAX	SEI Institutional Investments Trust Global Managed...	Global Equities	Jan 31, 2016	0.25%	8.00%	—	13.47%	65
SGOIX	First Eagle Overseas Fund Class I	Large Cap Blend Equities, Foreign Large Cap Equities	—	0.88%	6.39%	8.14%	7.95%	48
SGOVX	First Eagle Overseas Fund	Foreign Large Cap Equities	Aug 31, 1993	1.16%	6.25%	7.85%	7.97%	47
SGPIX	ProFunds Small Cap Growth Fund	Small Cap Growth Equities	Sep 4, 2001	1.60%	24.69%	9.25%	0.15%	67
SGRNX	Allspring Growth Fund	Large Cap Growth Equities	Feb 24, 2000	0.75%	5.13%	15.00%	20.15%	10
SGSCX	DWS Global Small Cap Fund	Global Equities	Sep 9, 1991	1.12%	22.13%	9.16%	8.49%	86
SHAPX	ClearBridge Appreciation Fund	Large Cap Blend Equities	Mar 10, 1970	0.93%	4.57%	13.03%	13.46%	26
SHDPX	American Beacon Shapiro SMID Cap Equity Fund	Small Cap Value Equities	Sep 12, 2017	2.31%	—	—	0.00%	—
SHGTX	Columbia Seligman Global Technology Fund	Technology Equities	May 22, 1994	1.29%	54.69%	27.99%	5.46%	95
SHPAX	Saratoga Health & Biotechnology Fund	Health & Biotech Equities	Jul 14, 1999	2.90%	4.98%	6.88%	3.49%	34
SHPIX	ProFunds Short Small Cap ProFund	Inverse Equities	Apr 30, 2002	1.78%	-17.68%	9.10%	33.62%	0
SHRAX	ClearBridge Aggressive Growth Fund	Large Cap Blend Equities	Oct 24, 1983	1.11%	3.87%	8.28%	21.44%	8

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.