Equity Mutual Funds List

Here you can find all the Equity asset class mutual funds and compare their essential indicators like expense ratio or rate of return to see which suits your portfolio best.

Asset Class is Equity

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
ABRYX	Invesco Balanced-Risk Allocation Fund	Tactical Allocation	Jun 1, 2009	1.06%	14.03%	5.14%	3.11%	92
ABVYX	AB Value Fund	Large Cap Value Equities	Mar 29, 2001	0.70%	4.54%	10.00%	9.44%	63
ABYSX	AB Discovery Value Fund	Small Cap Value Equities	Mar 29, 2001	0.83%	3.97%	8.36%	5.78%	19
ACAAX	Alger Capital Appreciation Fund	Large Cap Growth Equities	Dec 31, 1996	1.15%	-9.55%	16.89%	10.83%	55
ACAYX	Alger Capital Appreciation Institutional Fund Clas...	Large Cap Growth Equities	Feb 28, 2017	0.83%	-9.12%	—	7.31%	60
ACAZX	Alger Capital Appreciation Fund Class Z	Large Cap Growth Equities	Dec 29, 2010	0.85%	-9.46%	18.73%	9.75%	57
ACEYX	AB All China Equity Portfolio	China Equities	Jul 24, 2018	1.25%	-5.02%	—	5.23%	20
ACFFX	Columbia Acorn International Select Fund	Foreign Large Cap Equities	Nov 22, 1998	0.98%	-4.76%	6.55%	6.96%	21
ACFOX	American Century Investments Focused Dynamic Growt...	Large Cap Growth Equities	May 31, 2006	0.85%	-9.32%	17.53%	8.33%	47
ACGIX	Invesco Growth and Income Fund	Large Cap Value Equities	Aug 1, 1946	0.80%	0.26%	10.85%	8.36%	43
ACIHX	American Century Growth Fund G Class	Large Cap Growth Equities	Mar 1, 2022	0.01%	-9.20%	—	17.56%	28
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	Jul 8, 1998	0.72%	3.45%	8.96%	10.21%	36
ACINX	Columbia Acorn International Fund	Foreign Small & Mid Cap Equities	Sep 22, 1992	0.97%	-1.26%	3.91%	5.99%	20
ACIZX	Alger Capital Appreciation Fund Institutional Clas...	Large Cap Growth Equities	Oct 14, 2016	0.88%	-10.06%	—	7.44%	60
ACLAX	American Century Mid Cap Value Fund A Class	Mid Cap Value Equities	Mar 31, 2004	1.22%	2.76%	8.56%	13.79%	18
ACMDX	Absolute Capital Defender Fund	Tactical Allocation	Dec 17, 2015	2.70%	-0.37%	4.03%	3.31%	37
ACMVX	American Century Mid Cap Value Fund	Mid Cap Value Equities	Mar 31, 2004	0.97%	2.80%	8.83%	14.00%	19
ACRNX	Columbia Acorn Fund	Mid Cap Growth Equities	Jun 10, 1970	0.83%	-3.66%	7.95%	0.00%	22
ACSMX	Advisors Capital Small/Mid Cap Fund	Small Cap Growth Equities	Mar 18, 2021	1.95%	-8.40%	—	0.00%	4
ACSTX	Invesco Comstock Fund	Large Cap Value Equities	Oct 7, 1968	0.80%	0.26%	11.95%	8.81%	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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