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
TRERX	Nuveen International Equity Fund Retirement Class	Foreign Large Cap Equities	Oct 1, 2002	0.70%	7.68%	8.69%	10.11%	28
TRGOX	T. Rowe Price Large-Cap Growth Fund Investor Class	Large Cap Growth Equities	May 1, 2020	0.70%	1.29%	—	13.55%	11
TRIEX	Nuveen International Equity Index Fund Retirement ...	International Equity	Oct 1, 2002	0.30%	10.27%	9.50%	3.23%	34
TRIGX	T.Rowe Price International Value Equity Fund	Foreign Large Cap Equities	Dec 20, 1998	0.89%	12.36%	10.22%	2.47%	59
TRIRX	Nuveen Large Cap Growth Index Fund Retirement Clas...	Large Cap Growth Equities	Oct 1, 2002	0.30%	2.84%	17.78%	4.04%	16
TRLGX	T. Rowe Price Large-Cap Growth Fund	Large Cap Growth Equities	Oct 31, 2001	0.55%	1.37%	18.34%	13.51%	11
TRLIX	TIAA-CREF Large Cap Value Fund	Large Cap Value Equities	Oct 1, 2002	0.41%	15.69%	11.67%	7.62%	84
TRLUX	T. Rowe Price Large Cap Value Fund Investor Class	Large Cap Value Equities	May 4, 2020	0.70%	19.58%	—	10.65%	90
TRMCX	T. Rowe Price Mid-Cap Value Fund	Mid Cap Value Equities	Jun 28, 1996	0.77%	20.08%	11.87%	4.52%	74
TRMIX	T. Rowe Price Mid-Cap Value Fund Class I	Mid Cap Value Equities	Jun 28, 1996	0.71%	20.17%	11.71%	4.69%	76
TRMSX	T. Rowe Price Mid-Cap Index Fund	Mid Cap Growth Equities	Dec 8, 2015	0.14%	13.41%	—	5.72%	41
TRMVX	SEI Institutional Managed Trust Large Cap Value Fu...	Large Cap Value Equities	Apr 20, 1987	0.89%	11.11%	10.96%	13.19%	79
TROIX	T. Rowe Price Overseas Stock Fund Class I	Foreign Large Cap Equities	Aug 28, 2015	0.67%	10.51%	9.89%	1.94%	39
TROSX	T. Rowe Price Overseas Stock Fund	Foreign Large Cap Equities	Dec 29, 2006	0.77%	10.50%	9.76%	1.85%	38
TRPIX	T. Rowe Price Value Fund Class I	Large Cap Value Equities	Aug 28, 2015	0.57%	16.53%	12.19%	4.06%	81
TRPWX	TIAA-CREF Mid-Cap Growth Fund	Mid Cap Growth Equities	Oct 1, 2002	0.46%	1.52%	8.22%	10.81%	4
TRSPX	Nuveen S&P 500 Index Fund Retirement Class	S&P 500	Oct 1, 2002	0.30%	9.81%	14.92%	1.96%	59
TRSSX	T. Rowe Price Institutional Small Cap Stock Fund	Small Cap Growth Equities	Mar 31, 2000	0.66%	17.97%	12.29%	8.96%	49
TRTIX	T. Rowe Price International Value Equity Fund Clas...	Foreign Large Cap Equities	Aug 28, 2015	0.68%	12.41%	10.37%	2.61%	60
TRULX	T. Rowe Price US Large-Cap Core	Large Cap Blend Equities	Jun 26, 2009	0.64%	8.86%	13.47%	7.14%	42

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.

Loading charts...

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 FSGEX (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
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
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019

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.