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
LSOFX	LS Opportunity Fund - Institutional Class	Long-Short	Sep 28, 2010	1.95%	1.93%	6.89%	32.94%	8
LSSCX	Loomis Sayles Small Cap Value Fund	Small Cap Blend Equities	May 13, 1991	0.90%	21.47%	10.43%	14.40%	76
LSSIX	Loomis Sayles Small Cap Growth Fund	Small Cap Growth Equities	Dec 31, 1996	0.92%	27.16%	12.82%	6.00%	77
LSVEX	LSV Value Equity Fund	Large Cap Value Equities	Mar 31, 1999	0.66%	15.15%	11.02%	16.83%	89
LSVQX	LSV Small Cap Value Fund	Small Cap Value Equities	Feb 28, 2013	0.83%	18.43%	9.39%	6.86%	72
LSVVX	LSV Conservative Value Equity Fund	Large Cap Value Equities	Mar 30, 2007	0.35%	17.20%	11.11%	11.68%	94
LVAFX	LSV Global Managed Volatility Fund	Global Equities	Jun 24, 2014	1.00%	10.55%	7.80%	9.20%	87
LVAGX	LSV Global Value Fund	Global Equities	Jun 24, 2014	1.15%	22.98%	11.88%	5.19%	94
LVAMX	LSV U.S. Managed Volatility Fund	Large Cap Value Equities	Jun 25, 2014	0.94%	10.27%	7.53%	19.18%	74
LVOYX	Lord Abbett Value Opportunities Fund	Mid Cap Blend Equities	Dec 30, 2005	0.90%	14.89%	8.87%	5.24%	38
LVPIX	ProFunds Large Cap Value ProFund	Large Cap Value Equities	Oct 1, 2002	1.71%	7.17%	9.60%	4.11%	57
LYFIX	AlphaCentric LifeSci Healthcare Fund	Health & Biotech Equities	Nov 28, 2019	1.40%	16.54%	—	1.53%	92
LYRIX	Lyrical U.S. Value Equity Fund	Mid Cap Value Equities	Feb 4, 2013	1.01%	14.17%	12.23%	4.66%	29
LYRNX	Lyrical International Value Equity Fund	Foreign Large Cap Equities	Mar 1, 2020	1.24%	10.09%	—	5.26%	19
LZFIX	Lazard Equity Franchise Portfolio	Large Cap Value Equities	Sep 29, 2017	0.99%	-6.25%	—	22.27%	1
LZIEX	Lazard International Equity Portfolio	Foreign Large Cap Equities	Oct 29, 1991	0.82%	9.44%	8.28%	11.29%	31
LZISX	Lazard International Small Cap Equity Portfolio	Foreign Small & Mid Cap Equities	Nov 30, 1993	1.14%	28.14%	8.25%	1.49%	72
LZSCX	Lazard US Small-Mid Cap Equity Portfolio R6	Small Cap Blend Equities	Oct 30, 1991	0.94%	21.72%	9.66%	4.09%	55
LZSIX	Lazard International Equity Select Portfolio R6	Foreign Large Cap Equities	May 31, 2001	0.87%	12.79%	6.89%	2.22%	35
LZUSX	Lazard US Equity Focus Portfolio	Large Cap Blend Equities	Dec 30, 2004	0.70%	5.16%	12.91%	13.13%	36

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 FSOSX (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
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
FIGSX	Fidelity Series International Growth 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.