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
WRAIX	Wilmington Global Alpha Equities Fund	Long-Short	Jan 11, 2012	1.24%	3.76%	5.46%	0.17%	27
WRGCX	Delaware Ivy Small Cap Growth Fund	Small Cap Growth Equities	Sep 21, 1992	1.89%	19.73%	11.72%	10.44%	52
WSCVX	Walthausen Small Cap Value Fund	Small Cap Value Equities	Feb 1, 2008	1.21%	26.92%	—	10.43%	88
WSEFX	Boston Trust Walden Equity Fund	Large Cap Blend Equities	Jun 18, 1999	1.00%	10.72%	12.61%	10.43%	80
WSHFX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	Aug 5, 2008	0.64%	7.87%	12.87%	9.58%	43
WSMDX	William Blair Small-Mid Cap Growth Fund	Mid Cap Growth Equities	Dec 29, 2003	1.10%	13.27%	12.67%	2.48%	31
WSTCX	Delaware Ivy Science and Technology Fund	Technology Equities	Jul 30, 1997	2.14%	35.71%	27.64%	9.84%	77
WTLS	WisdomTree Efficient Long/Short US Equity Fund	Long-Short	Jan 20, 2026	0.88%	—	—	0.00%	—
WTMVX	Segall Bryant & Hamill Global All Cap Fund	Global Equities	May 31, 1988	0.89%	13.90%	10.08%	5.03%	31
WTRCX	Delaware Ivy Core Equity Fund	Large Cap Blend Equities	Sep 21, 1992	1.75%	9.30%	16.04%	20.95%	27
WVALX	Weitz Value Fund	Large Cap Blend Equities	May 9, 1986	1.04%	-3.56%	9.51%	22.63%	2
WWNPX	Kinetics Paradigm Fund	Mid Cap Growth Equities	Dec 31, 1999	1.64%	23.26%	18.66%	6.66%	4
WWSIX	Keeley Small Cap Fund Class Institutional	Small Cap Blend Equities	Apr 15, 1997	1.00%	32.31%	15.28%	5.83%	93
WWWFX	Kinetics Internet No Load	Technology Equities	Oct 21, 1996	1.71%	-9.06%	14.81%	1.99%	1
WXCIX	William Blair Emerging Markets ex China Growth Fun...	Emerging Markets Equities	Jul 29, 2022	0.99%	49.87%	—	3.68%	93
XCIIX	BlackRock Enhanced Capital and Income Fund	Derivative Income	Apr 30, 2004	0.90%	7.07%	10.08%	0.58%	10
XETOX	Eaton Vance Tax-Advantaged Global Dividend Opportu...	Global Equities	Apr 30, 2004	1.74%	8.29%	9.78%	1.01%	37
YACKX	AMG Yacktman Fund	Large Cap Value Equities	Jul 6, 1992	0.71%	14.25%	12.14%	15.54%	83
YAFFX	AMG Yacktman Focused Fund	Large Cap Value Equities	May 1, 1997	1.25%	20.87%	12.90%	15.35%	83
YASLX	AMG Yacktman Special Opportunities Fund	Foreign Small & Mid Cap Equities	Jun 29, 2014	1.86%	13.73%	11.05%	0.00%	18

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 FEMSX (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
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
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 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.