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
TIHBX	Transamerica International Stock	Foreign Large Cap Equities	Sep 27, 2018	1.00%	9.70%	—	2.54%	40
TIHGX	The Investment House Growth Fund	Large Cap Growth Equities	Dec 28, 2001	1.42%	-0.34%	15.37%	0.03%	5
TIIEX	TIAA-CREF International Equity Fund	Foreign Large Cap Equities	Jul 1, 1999	0.46%	7.82%	8.94%	10.87%	29
TIIRX	Nuveen Core Equity Fund Class A	Large Cap Blend Equities	Mar 31, 2006	0.72%	5.99%	14.32%	6.78%	32
TIISX	TIAA-CREF Quant International Small-Cap Equity Fun...	Foreign Small & Mid Cap Equities	Dec 8, 2016	0.72%	16.28%	—	7.33%	58
TILCX	T. Rowe Price Large-Cap Value Fund	Large Cap Value Equities	Mar 31, 2000	0.55%	19.61%	11.49%	10.70%	90
TILGX	TIAA-CREF Large-Cap Growth Fund Institutional Clas...	Large Cap Growth Equities	Mar 31, 2006	0.40%	2.82%	16.43%	13.49%	14
TILIX	TIAA-CREF Large-Cap Growth Index Fund	Large Cap Growth Equities	Oct 1, 2002	0.05%	2.97%	18.05%	4.28%	17
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	Oct 1, 2002	0.05%	18.33%	11.39%	5.04%	89
TIMVX	TIAA-CREF Mid-Cap Value Fund	Mid Cap Value Equities	Oct 1, 2002	0.45%	19.39%	9.62%	6.90%	81
TINGX	Thornburg International Growth Fund	Foreign Large Cap Equities	Jan 31, 2007	0.99%	11.57%	7.59%	0.96%	16
TINRX	Nuveen Equity Index Fund Class A	Large Cap Blend Equities	Mar 31, 2006	0.36%	10.41%	14.48%	1.88%	60
TIOIX	TIAA-CREF International Opportunities Fund	Foreign Large Cap Equities	Apr 11, 2013	0.61%	6.95%	8.89%	6.30%	15
TISBX	TIAA-CREF Small-Cap Blend Index Fund	Small Cap Blend Equities	Oct 1, 2002	0.05%	21.44%	11.40%	3.40%	71
TISCX	TIAA-CREF Social Choice Equity Fund	Large Cap Blend Equities	Jul 1, 1999	0.17%	12.58%	14.32%	6.88%	49
TISEX	TIAA-CREF Quant Small-Cap Equity Fund	Small Cap Blend Equities	Oct 1, 2002	0.41%	22.77%	13.42%	7.42%	83
TISPX	TIAA-CREF S&P 500 Index Fund	Large Cap Blend Equities	Oct 1, 2002	0.05%	9.95%	15.18%	2.14%	60
TISVX	Transamerica International Small Cap Value	Foreign Small & Mid Cap Equities	Jan 3, 2013	1.01%	11.05%	9.97%	4.03%	23
TIVFX	American Beacon Tocqueville International Value Fu...	Foreign Large Cap Equities	Aug 1, 1994	1.20%	31.99%	9.56%	6.68%	90
TLAFX	Transamerica Large Core Fund	Large Cap Blend Equities	Sep 11, 2000	0.76%	9.92%	14.65%	14.32%	64

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
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009
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	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.