Equity Mutual Funds List

Number of Funds: 3,617
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.68%
Avg. 1 Year Return: 22.47%
Median Risk/Return Score: 40 / 100

3533 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
DLBMX	MassMutual Small Cap Opportunities Fund	Small Cap Blend Equities	Jul 17, 1998	1.20%	17.34%	15.23%	8.62%	40
DLCFX	Destinations Large Cap Equity Fund	Large Cap Blend Equities	Mar 20, 2017	0.80%	4.22%	—	6.96%	29
DLDRX	BNY Mellon Natural Resources Fund	Energy Equities	Oct 30, 2003	0.91%	14.57%	13.07%	2.04%	61
DLHIX	Delaware Healthcare Fund	Health & Biotech Equities	Sep 27, 2007	0.98%	2.35%	11.65%	10.90%	51
DLQAX	BNY Mellon Large Cap Equity Fund	Large Cap Growth Equities	Aug 10, 1992	1.00%	4.38%	13.23%	24.08%	31
DMCRX	Driehaus Micro Cap Growth Fund	Small Cap Growth Equities	Nov 18, 2013	1.38%	26.51%	22.90%	10.84%	85
DMCVX	BNY Mellon Opportunistic Midcap Value Fund	Mid Cap Blend Equities	Sep 29, 1995	1.09%	11.66%	10.26%	12.33%	39
DNLAX	BNY Mellon Natural Resources Fund Class A	Energy Equities	Oct 31, 2003	1.14%	14.45%	12.81%	1.92%	59
DNLDX	BNY Mellon Active MidCap Fund	Mid Cap Blend Equities	Jan 29, 1985	1.00%	13.09%	10.59%	13.29%	51
DNVYX	Davis New York Venture Fund Class Y	Large Cap Growth Equities	Feb 17, 1969	0.67%	10.10%	15.10%	9.65%	79
DODFX	Dodge & Cox International Stock Fund	Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed	May 1, 2001	0.61%	11.54%	11.53%	4.53%	62
DODGX	Dodge & Cox Stock Fund Class I	Large Cap Value Equities	Jan 4, 1965	0.51%	2.56%	13.17%	9.01%	17
DODWX	Dodge & Cox Global Stock Fund Class I	Global Equities	May 1, 2008	0.62%	6.58%	12.40%	7.89%	37
DOMIX	Domini Impact International Equity Fund	Foreign Large Cap Equities	Dec 27, 2006	1.37%	8.82%	8.69%	1.86%	36
DOXFX	Dodge & Cox International Stock X	Foreign Large Cap Equities	Jan 5, 2001	0.52%	11.60%	—	4.61%	63
DOXGX	Dodge & Cox Stock Fund	Large Cap Value Equities	Apr 1, 1965	0.41%	2.59%	—	9.08%	17
DPG	Duff & Phelps Utility and Infrastructure Fund Inc	Utilities Equities	Jul 27, 2011	2.26%	17.88%	8.56%	5.75%	76
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	Preferred Stock/Convertible Bonds	Apr 11, 2011	1.20%	1.53%	4.63%	5.57%	88
DQEIX	BNY Mellon Global Equity Income Fund	Global Equities	Oct 17, 2007	0.92%	11.12%	10.59%	12.39%	65
DQIRX	BNY Mellon Equity Income Fund	Large Cap Value Equities	Jul 5, 2006	0.78%	11.58%	14.39%	2.92%	86

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
FDCPX	Fidelity Select Tech Hardware Portfolio	98	—	Jul 1985
ARBNX	The Arbitrage Fund Class Institutional	98	—	Oct 2003

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (48.03%). Across the lineup, Equity Mutual funds show an average 1-year return of 22.47% and an average 5-year return of 8.36%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	48.03%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	43.75%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	40.83%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	40.47%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	40.13%	—	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
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (918.09%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.68%, 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	918.09%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
PIUIX	Federated Hermes International Equity Fd	181.35%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	162.35%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	157.61%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,981 Mutual funds Multi-Asset · 1,521 Mutual funds Alternatives · 134 Mutual funds Real Estate · 114 Mutual funds Commodity · 62 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.