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
LMGTX	ClearBridge International Growth Fund	Foreign Large Cap Equities	Apr 16, 1995	1.80%	6.00%	9.46%	7.37%	11
LMISX	Franklin U.S. Large Cap Equity Fund	Large Cap Blend Equities	Apr 30, 2008	0.70%	10.07%	15.28%	5.35%	75
LMIYX	Lord Abbett Micro Cap Growth Fund	Small Cap Growth Equities	Jul 9, 1999	1.12%	34.44%	21.77%	0.01%	79
LMOIX	ClearBridge Small Cap Growth Fund Class IS	Small Cap Growth Equities	Aug 4, 2008	0.78%	18.27%	12.92%	14.34%	31
LMOPX	Miller Opportunity Trust	Mid Cap Blend Equities	Dec 30, 1999	1.95%	11.10%	13.99%	0.00%	45
LMSIX	Franklin U.S. Small Cap Equity Fund	Small Cap Blend Equities	Mar 13, 2000	1.03%	20.31%	11.72%	6.70%	84
LMVTX	ClearBridge Value Trust	Large Cap Value Equities	Apr 16, 1982	1.74%	11.28%	11.60%	9.29%	48
LMVYX	Lord Abbett Focused Small Cap Value Fund	Small Cap Value Equities	Jul 9, 1999	0.97%	18.31%	9.51%	3.82%	38
LNGZX	Columbia Greater China Fund	China Equities, Asia Pacific Equities	May 15, 1997	1.25%	-13.67%	3.04%	2.18%	2
LOGSX	Live Oak Health Sciences Fund	Health & Biotech Equities	Jun 28, 2001	1.02%	5.99%	7.24%	1.96%	46
LOMAX	Edgar Lomax Value Fund	Large Cap Value Equities	Dec 12, 1997	0.70%	11.74%	10.63%	5.67%	87
LONGX	Longboard Alternative Growth Fund	Long-Short	Mar 15, 2015	1.99%	14.55%	24.68%	0.00%	56
LPEFX	ALPS/Red Rocks Global Opportunity Fund	Global Equities	Dec 30, 2007	1.46%	-9.67%	9.32%	17.02%	1
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	Preferred Stock/Convertible Bonds	Nov 29, 2015	0.60%	2.29%	4.27%	4.66%	86
LRSCX	Lord Abbett Small Cap Value Fund	Small Cap Value Equities	Dec 13, 1995	1.17%	17.97%	7.83%	5.66%	37
LSEIX	Persimmon Long/Short Fund	Long-Short	Dec 30, 2012	1.91%	7.67%	7.43%	0.00%	83
LSGGX	Loomis Sayles Global Growth Fund	Global Equities	Mar 30, 2016	0.95%	-7.83%	—	0.33%	2
LSGRX	Loomis Sayles Growth Fund	Large Cap Growth Equities	May 16, 1991	0.64%	-5.96%	15.80%	2.36%	4
LSHAX	Kinetics Spin-Off and Corporate Restructuring Fund	Mid Cap Growth Equities	May 4, 2007	1.68%	38.62%	18.05%	8.36%	8
LSMIX	Loomis Sayles Small/Mid Cap Growth Fund	Mid Cap Growth Equities	Jun 30, 2015	0.99%	19.03%	12.05%	0.00%	55

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 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
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018
FHKFX	Fidelity Series Emerging Markets Fund	0.01%	—	Aug 2018
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009

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.