Equity Mutual Funds List

Number of Funds: 3,615
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.62%
Avg. 1 Year Return: 21.98%
Median Risk/Return Score: 42 / 100

3531 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
LBSAX	Columbia Dividend Income Fund Class A	Large Cap Value Equities	Nov 25, 2002	0.90%	10.04%	12.24%	4.67%	83
LBWIX	BrandywineGLOBAL - Diversified US Large Cap Value ...	Large Cap Value Equities	Sep 7, 2010	0.84%	12.58%	12.32%	11.06%	85
LCAIX	Lazard Opportunistic Strategies Portfolio	Tactical Allocation	Mar 25, 2008	1.02%	6.61%	6.87%	13.67%	39
LCEAX	Invesco Diversified Dividend Fund	Large Cap Value Equities	Dec 31, 2001	0.81%	6.72%	8.65%	11.82%	50
LCGFX	William Blair Large Cap Growth Fund	Large Cap Growth Equities	Dec 27, 1999	0.65%	-0.80%	16.17%	8.63%	6
LCIAX	SEI Institutional Investments Trust Large Cap Inde...	Large Cap Blend Equities	Apr 1, 2002	0.13%	9.45%	15.01%	14.22%	58
LCILX	ClearBridge Sustainability Leaders Fund	Large Cap Blend Equities	Mar 31, 2015	0.75%	9.74%	14.37%	4.44%	38
LCORX	Leuthold Core Investment Fund	Tactical Allocation	Nov 19, 1995	1.16%	6.44%	8.15%	7.50%	47
LCSSX	ClearBridge Select Fund	Mid Cap Growth Equities	Nov 30, 2012	0.99%	4.15%	17.13%	0.00%	11
LEIFX	Federated Hermes Equity Income Fund	Large Cap Value Equities	Dec 30, 1986	1.11%	9.17%	8.22%	23.49%	73
LEQIX	LoCorr Dynamic Equity Fund	Long-Short	May 9, 2013	1.99%	8.02%	5.35%	18.76%	39
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	Nov 18, 1935	0.52%	19.03%	11.65%	0.65%	58
LFGIX	Lord Abbett Focused Growth Fund	Large Cap Growth Equities	Jan 31, 2019	0.80%	7.79%	—	0.00%	10
LGCYX	Lord Abbett Global Equity Fund	Global Equities	Jan 17, 2017	0.65%	6.96%	—	0.67%	22
LGILX	Schwab Select Large Cap Growth Fund	Large Cap Growth Equities	Oct 14, 1997	0.71%	4.45%	14.73%	0.00%	3
LGLAX	Lord Abbett Growth Leaders Fund Class A	Large Cap Growth Equities	Jun 30, 2011	0.90%	8.63%	17.81%	1.94%	12
LGLIX	Lord Abbett Growth Leaders Fund	Large Cap Growth Equities	Jun 30, 2011	0.64%	8.76%	18.11%	1.83%	13
LGPIX	ProFunds Large Cap Growth ProFund	Large Cap Growth Equities	Oct 1, 2002	1.59%	9.31%	1.38%	1.38%	30
LGRCX	Loomis Sayles Growth Fund Class C	Large Cap Growth Equities	Feb 1, 2013	1.65%	-6.43%	14.66%	3.31%	4
LGRNX	Loomis Sayles Growth Fund Class N	Large Cap Growth Equities	Feb 1, 2013	0.57%	-5.90%	15.90%	2.35%	4

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
FDCPX	Fidelity Select Tech Hardware Portfolio	97	—	Jul 1985

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (47.56%). Across the lineup, Equity Mutual funds show an average 1-year return of 21.98% and an average 5-year return of 8.74%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	47.56%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	42.77%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	39.92%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	39.57%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	39.22%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is VFFSX (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
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—
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
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (899.52%). 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	899.52%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
PIUIX	Federated Hermes International Equity Fd	179.90%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	161.70%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	154.49%	—	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.