Equity Mutual Funds List

Number of Funds: 3,612
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.62%
Avg. 1 Year Return: 20.40%
Median Risk/Return Score: 42 / 100

3529 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
SUSIX	State Street Institutional U.S. Equity Fund	Large Cap Blend Equities	Nov 25, 1997	0.37%	6.78%	15.65%	7.10%	39
SUVZX	PGIM Quant Solutions Large-Cap Value Fund	Large Cap Value Equities	Mar 30, 2001	0.80%	18.70%	12.99%	14.03%	93
SUWIX	DWS Core Equity Fund Class I	Large Cap Blend Equities	May 31, 1929	0.58%	9.21%	14.86%	9.54%	52
SVAAX	Federated Hermes Strategic Value Dividend Fund Cla...	Dividend	Mar 30, 2005	1.06%	12.88%	7.83%	5.96%	88
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	Mar 30, 2005	0.81%	12.92%	8.12%	6.15%	88
SVOAX	SEI Institutional Managed Trust U.S. Managed Volat...	Large Cap Value Equities	Oct 28, 2004	0.90%	5.50%	8.66%	16.13%	24
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	Large Cap Blend Equities	Mar 28, 2021	0.38%	2.00%	—	3.19%	94
SVPIX	ProFunds Small Cap Value Fund	Small Cap Value Equities	Sep 4, 2001	1.61%	18.30%	8.51%	0.00%	63
SVSPX	State Street S&P 500 Index Fund Class N	Large Cap Blend Equities	Dec 30, 1992	0.16%	9.89%	15.29%	7.56%	78
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	Global Equities	Jul 26, 2006	1.11%	3.99%	7.10%	8.43%	19
SVYAX	SEI Institutional Investments Trust U.S. Managed V...	Large Cap Value Equities	Dec 31, 2008	0.72%	8.06%	9.42%	87.11%	42
SWANX	Schwab Core Equity Fund™	Large Cap Blend Equities	Jul 1, 1996	0.73%	3.22%	12.01%	0.00%	7
SWDSX	Schwab Dividend Equity Fund™	Large Cap Value Equities	Sep 2, 2003	0.89%	9.54%	9.41%	1.12%	44
SWHFX	Schwab Health Care Fund™	Health & Biotech Equities	Jul 2, 2000	0.80%	5.37%	8.22%	0.00%	16
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	May 19, 1997	0.06%	10.41%	9.72%	3.22%	35
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	Large Cap Growth Equities	Dec 20, 2017	0.04%	2.80%	—	0.44%	17
SWLSX	Schwab Large-Cap Growth Fund™	Large Cap Growth Equities	Oct 3, 2005	0.99%	7.43%	16.51%	1.09%	25
SWLVX	Schwab U.S. Large-Cap Value Index Fund	Large Cap Value Equities	Dec 20, 2017	0.04%	18.33%	—	1.71%	89
SWMCX	Schwab U.S. Mid-Cap Index Fund	Mid Cap Blend Equities	Dec 20, 2017	0.04%	15.29%	—	1.84%	48
SWMIX	Schwab International Opportunities Fund	Foreign Large Cap Equities	Apr 1, 2004	0.99%	11.02%	7.81%	0.00%	13

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
FBDIX	Franklin Biotechnology Discovery Fund	97	—	Sep 1997

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (47.60%). Across the lineup, Equity Mutual funds show an average 1-year return of 20.40% 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	47.60%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	40.89%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	38.11%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	37.75%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	37.42%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is VSTSX (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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—
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	179.19%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	159.79%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	154.21%	—	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.