Equity Mutual Funds List

Number of Funds: 3,615
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.68%
Avg. 1 Year Return: 21.43%
Median Risk/Return Score: 40 / 100

3531 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
IGNAX	Delaware Ivy Natural Resources Fund	Energy Equities	Jan 1, 1997	1.82%	9.34%	6.87%	0.00%	73
IHGIX	Hartford Dividend and Growth Fund Class A	Dividend	Jul 22, 1996	0.96%	8.68%	13.24%	11.56%	68
IICAX	Asset Management Fund Large Cap Equity Fund	Large Cap Blend Equities	Jun 30, 1953	1.71%	6.22%	11.50%	10.59%	51
IIGIX	Voya Multi-Manager International Equity Fund	Foreign Large Cap Equities	Jan 6, 2011	0.95%	9.61%	8.31%	11.44%	38
IIIIX	Voya International Index Portfolio	Foreign Large Cap Equities	Mar 10, 2008	0.45%	8.50%	9.51%	4.23%	29
IIMOX	Voya MidCap Opportunities Portfolio	Mid Cap Growth Equities	May 5, 2000	0.66%	8.08%	12.19%	9.72%	7
IIRLX	Voya Russell Large Cap Index Portfolio	Large Cap Blend Equities	Mar 10, 2008	0.36%	6.60%	16.08%	4.96%	47
IIRMX	Voya Russell Mid Cap Index Portfolio	Mid Cap Blend Equities	Mar 10, 2008	0.40%	18.82%	12.18%	37.14%	57
IIRSX	Voya Russell Small Cap Index Portfolio	Small Cap Blend Equities	Mar 10, 2008	0.45%	23.25%	11.76%	13.79%	79
IIVAX	Transamerica Small/Mid Cap Value Fund	Mid Cap Value Equities	Apr 2, 2001	1.23%	13.22%	10.88%	9.35%	55
IIVGX	Voya Growth and Income Portfolio	Large Cap Blend Equities	Dec 31, 1979	0.66%	7.66%	14.74%	2.89%	19
IJMIX	VY JPMorgan Mid Cap Value Portfolio	Mid Cap Value Equities	May 1, 2002	0.88%	11.20%	9.43%	14.14%	30
IJSSX	VY JPMorgan Small Cap Core Equity Portfolio	Small Cap Blend Equities	May 1, 2002	1.11%	17.13%	12.63%	12.50%	45
IMANX	Iman Fund	Large Cap Growth Equities	Jun 30, 2000	1.28%	17.41%	14.44%	0.10%	78
IMCVX	Voya Multi-Manager Mid Cap Value Fund	Mid Cap Value Equities	Oct 3, 2011	0.78%	12.97%	10.30%	8.15%	52
IMIDX	Congress Mid Cap Growth Fund	Mid Cap Growth Equities	Oct 31, 2012	0.79%	14.91%	12.30%	11.55%	11
IMLPX	MainGate MLP Fund	Energy Equities	Feb 16, 2011	1.44%	20.90%	9.45%	4.28%	47
IMSCX	IMS Capital Value Fund	Large Cap Blend Equities	Aug 5, 1996	1.82%	8.86%	11.78%	3.26%	33
IMSIX	IMS Strategic Income Fund	Tactical Allocation	Nov 4, 2002	1.95%	2.55%	1.37%	8.08%	27
INDAX	ALPS/Kotak India ESG Fund	India Equities, Asia Pacific Equities	Feb 13, 2011	1.33%	-10.62%	7.36%	6.29%	1

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	98	—	Oct 2003
DRCVX	Comstock Capital Value Fund	97	—	Oct 1985

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (47.81%). Across the lineup, Equity Mutual funds show an average 1-year return of 21.43% and an average 5-year return of 8.47%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	47.81%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	42.65%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	39.73%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	39.38%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	39.03%	—	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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (913.90%). 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	913.90%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
PIUIX	Federated Hermes International Equity Fd	180.26%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	160.42%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	154.21%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,981 Mutual funds Multi-Asset · 1,521 Mutual funds Alternatives · 135 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.