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
TRVLX	T. Rowe Price Value Fund	Large Cap Value Equities	—	0.65%	16.43%	12.05%	3.92%	79
TSCGX	Thrivent Small Cap Growth Fund	Small Cap Growth Equities	Feb 28, 2018	1.21%	21.65%	—	0.76%	44
TSCIX	AMG TimesSquare Small Cap Growth Fund	Small Cap Growth Equities	Jan 21, 2000	0.99%	13.03%	10.87%	0.00%	11
TSCSX	Thrivent Small Cap Stock Fund Class S	Small Cap Blend Equities	Jul 1, 1996	0.80%	18.41%	13.30%	1.99%	41
TSFIX	Touchstone Small Cap Fund	Small Cap Blend Equities	Sep 30, 2009	0.94%	11.76%	10.17%	0.26%	20
TSLTX	Transamerica Small Cap Value	Small Cap Value Equities	Jan 23, 2003	0.80%	25.53%	—	4.29%	89
TSMDX	Trillium ESG Small/Mid Cap Fund	Mid Cap Blend Equities	Aug 31, 2015	1.36%	9.67%	9.12%	0.00%	31
TSMWX	TIAA-CREF Quant Small/Mid-Cap Equity Fund	Small Cap Blend Equities	Aug 5, 2016	0.47%	23.90%	—	7.20%	81
TSNIX	T. Rowe Price Science & Technology Fund I Class	Technology Equities	Mar 23, 2016	0.67%	24.41%	21.95%	9.37%	57
TSONX	TIAA-CREF Social Choice International Equity Fund	Foreign Large Cap Equities	Aug 7, 2015	0.36%	9.18%	9.44%	5.31%	27
TSORX	Nuveen International Responsible Equity Fund Class...	Foreign Large Cap Equities	Aug 7, 2015	0.71%	8.95%	9.11%	5.03%	25
TSTFX	Transamerica Stock Index	Large Cap Blend Equities	Sep 11, 2000	0.30%	9.80%	—	0.81%	1
TSWEX	TSW Large Cap Value Fund	Large Cap Value Equities	Jul 17, 1992	0.75%	9.76%	10.14%	1.50%	4
TSWIX	Transamerica International Equity	Foreign Large Cap Equities	Dec 17, 1992	0.84%	12.72%	9.42%	6.81%	42
TTIFX	Goldman Sachs TacticalTiltOverlayFund	Tactical Allocation	Jul 30, 2014	0.68%	1.40%	—	2.97%	65
TVAFX	Thornburg Small/Mid Cap Core Fund	Large Cap Blend Equities	Oct 2, 1995	1.31%	11.92%	8.94%	0.00%	17
TVLYX	Touchstone Value Fund	Large Cap Value Equities	Sep 10, 1998	0.83%	9.67%	12.23%	12.58%	32
TVOAX	Touchstone Small Cap Value Fund	Small Cap Value Equities	Mar 4, 2002	1.38%	18.18%	9.80%	0.46%	70
TVRIX	Guggenheim Directional Allocation Fund	Large Cap Growth Equities	Jun 18, 2012	1.09%	9.73%	10.07%	8.78%	59
TWAAX	Thrivent International Allocation Fund	Foreign Large Cap Equities	Feb 29, 2008	1.20%	12.73%	8.06%	5.84%	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.

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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 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.