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
USSCX	USAA Science & Technology Fund	Technology Equities	Jul 31, 1997	0.95%	18.53%	15.37%	7.95%	38
USSPX	USAA 500 Index Fund	Large Cap Blend Equities	May 1, 1996	0.24%	10.13%	15.36%	3.76%	58
UTMAX	USAA Target Managed Allocation Fund	Tactical Allocation	Aug 6, 2015	0.69%	7.91%	8.80%	6.37%	44
UTPIX	ProFunds Utilities UltraSector Fund	Leveraged Equities	Jul 25, 2000	1.73%	9.77%	8.40%	0.71%	16
UUPIX	ProFunds UltraEmerging Markets Fund	Leveraged Equities	Apr 18, 2006	1.92%	-2.72%	8.58%	2.61%	11
UVALX	USAA Value Fund	Large Cap Value Equities	Aug 3, 2001	0.92%	10.96%	10.87%	9.89%	74
UVPIX	ProFunds Ultra Short Emerging Market Fund	Inverse Equities	Apr 18, 2006	1.78%	-8.67%	-26.66%	9.84%	1
UWPIX	ProFunds UltraShort Dow 30 Fund	Inverse Equities	Jul 21, 2004	1.78%	-17.27%	-26.28%	5.46%	0
UXPIX	ProFunds Ultra Short International Fund	Inverse Equities	Apr 18, 2006	1.78%	-19.11%	-20.66%	4.09%	0
VADAX	Invesco Equally-Weighted S&P 500 Fund Class A	Large Cap Blend Equities	—	0.52%	12.96%	11.71%	9.04%	49
VADDX	Invesco Equally-Weighted S&P 500 Fund	S&P 500	Jul 28, 1997	0.27%	13.10%	11.97%	8.92%	50
VADGX	Vanguard Advice Select Dividend Growth Fund	Large Cap Blend Equities, Dividend	Nov 9, 2021	0.45%	3.95%	—	1.03%	13
VAFAX	Invesco American Franchise Fund Class A	Large Cap Growth Equities	Jun 23, 2005	0.95%	5.97%	15.74%	13.30%	11
VAFIX	Invesco American Franchise Fund Class Y	Large Cap Growth Equities	Jun 23, 2005	0.72%	6.11%	16.03%	12.36%	11
VAGVX	Vanguard Advice Select Global Value Fund	Foreign Large Cap Equities	Nov 9, 2021	0.40%	11.33%	—	6.79%	67
VAIGX	Vanguard Advice Select International Growth Fund	Foreign Large Cap Equities	Nov 9, 2021	0.42%	-0.93%	—	4.56%	2
VALAX	Al Frank Fund	Large Cap Value Equities	May 1, 2006	1.24%	22.00%	14.43%	7.09%	92
VALLX	Value Line Larger Companies Focused Fund	Large Cap Growth Equities	Mar 20, 1972	1.14%	7.53%	16.16%	5.78%	11
VALSX	Value Line Select Growth Fund	Large Cap Growth Equities	May 31, 1956	1.13%	-7.10%	10.81%	9.25%	0
VAPPX	VALIC Company I Capital Appreciation Fund	Large Cap Growth Equities	Aug 31, 2006	0.60%	4.50%	—	4.71%	17

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.