Equity Mutual Funds List

Number of Funds: 3,614
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
MASPX	BlackRock Advantage SMID Cap Fund, Inc.	Mid Cap Blend Equities	May 5, 1978	0.48%	23.89%	12.53%	4.11%	82
MATFX	Matthews Asia Innovators Fund	Asia Pacific Equities	Dec 26, 1999	1.18%	62.91%	16.09%	0.00%	94
MAVKX	Mutual of America Small Cap Value Fund	Small Cap Value Equities	Nov 29, 2021	0.82%	19.05%	—	4.26%	68
MBCSX	MassMutual Blue Chip Growth Fund	Large Cap Growth Equities	May 31, 2001	0.73%	-2.59%	16.71%	44.44%	6
MCGFX	AMG Montrusco Bolton Large Cap Growth Fund	Large Cap Growth Equities	Nov 2, 1994	0.91%	18.18%	10.92%	0.00%	2
MCHFX	Matthews China Fund	China Equities, Asia Pacific Equities	Feb 18, 1998	1.12%	0.70%	7.04%	1.35%	15
MCMVX	Monongahela All Cap Value Fund	Mid Cap Value Equities	Jul 1, 2013	0.85%	20.15%	13.32%	5.42%	77
MCSMX	Matthews China Small Companies Fund	China Equities, Asia Pacific Equities	May 30, 2011	1.41%	56.99%	15.10%	1.42%	95
MCVIX	MFS Mid Cap Value Fund Class I	Mid Cap Value Equities	Nov 1, 2001	0.72%	12.98%	10.51%	7.23%	39
MDCEX	Matisse Discounted Closed-End Fund Strategy	Tactical Allocation	Oct 30, 2012	1.25%	6.28%	10.76%	11.08%	46
MDDAX	MassMutual Diversified Value Fund	Large Cap Value Equities	Oct 15, 2004	1.12%	12.38%	12.26%	28.87%	83
MDDVX	BlackRock Equity Dividend Fund Investor A Shares	Dividend	Oct 21, 1994	0.94%	12.47%	11.47%	8.97%	74
MDEGX	BlackRock Unconstrained Equity Fund Investor A Sha...	Global Equities	Nov 4, 2005	1.16%	16.85%	12.36%	0.00%	26
MDFGX	BlackRock Capital Appreciation Fund	Large Cap Growth Equities	Dec 31, 1997	0.97%	10.41%	16.81%	17.67%	16
MDGCX	BlackRock Advantage Global Fund, Inc.	Global Equities	Aug 4, 1994	0.96%	15.50%	12.31%	7.71%	85
MDIDX	MFS International Diversification Fund Class A	Foreign Large Cap Equities	Sep 30, 2004	1.08%	8.28%	9.53%	4.61%	30
MDIIX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	Apr 9, 1997	0.35%	9.74%	9.42%	3.18%	31
MDIJX	MFS International Diversification Fund	Foreign Large Cap Equities	Sep 30, 2004	0.82%	8.43%	9.80%	4.77%	32
MDISX	Franklin Mutual Global Discovery Fund	Global Equities	Dec 30, 1992	0.95%	1.40%	8.65%	10.41%	15
MDIZX	MFS International Diversification Fund R6	Foreign Large Cap Equities	Oct 2, 2017	0.73%	8.50%	—	4.85%	32

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
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008

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.