Equity Mutual Funds List

Number of Funds: 3,784
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.71%
Avg. 1 Year Return: 22.31%
Median Risk/Return Score: 48 / 100

3702 results

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%	17.95%	4.61%	3.01%	93
ABVYX	AB Value Fund	Large Cap Value Equities	Mar 29, 2001	0.70%	21.47%	11.58%	8.12%	96
ABYSX	AB Discovery Value Fund	Small Cap Value Equities	Mar 29, 2001	0.83%	18.56%	9.37%	5.06%	48
ACAAX	Alger Capital Appreciation Fund	Large Cap Growth Equities	Dec 31, 1996	1.15%	8.37%	18.62%	9.04%	20
ACAYX	Alger Capital Appreciation Institutional Fund Clas...	Large Cap Growth Equities	Feb 28, 2017	0.83%	9.87%	—	6.05%	23
ACAZX	Alger Capital Appreciation Fund Class Z	Large Cap Growth Equities	Dec 29, 2010	0.85%	8.61%	20.49%	8.13%	20
ACEYX	AB All China Equity Portfolio	China Equities, Asia Pacific Equities	Jul 24, 2018	1.25%	-1.48%	—	5.04%	13
ACFFX	Columbia Acorn International Select Fund	Foreign Large Cap Equities	Nov 22, 1998	0.98%	4.93%	7.01%	3.70%	21
ACFOX	American Century Investments Focused Dynamic Growt...	Large Cap Growth Equities	May 31, 2006	0.85%	-0.75%	17.66%	7.61%	12
ACGIX	Invesco Growth and Income Fund	Large Cap Value Equities	Aug 1, 1946	0.80%	10.63%	11.38%	7.60%	71
ACIFX	Advisors Capital International Fund	Foreign Large Cap Equities	Nov 1, 2024	1.88%	—	—	15.18%	—
ACIHX	American Century Investments Growth Fund G Class	Large Cap Growth Equities	Mar 1, 2022	0.00%	2.97%	—	15.49%	14
ACIIX	American Century Equity Income Fund Class I	Dividend, Large Cap Value Equities	Jul 8, 1998	0.72%	13.38%	9.22%	9.48%	85
ACINX	Columbia Acorn International Fund	Foreign Small & Mid Cap Equities	Sep 22, 1992	0.97%	4.56%	4.11%	4.88%	7
ACIZX	Alger Capital Appreciation Fund Institutional Clas...	Large Cap Growth Equities	Oct 14, 2016	0.88%	9.86%	—	6.09%	23
ACLAX	American Century Mid Cap Value Fund A Class	Mid Cap Value Equities	Mar 31, 2004	1.22%	15.09%	9.17%	12.54%	64
ACMDX	Absolute Capital Defender Fund	Tactical Allocation	Dec 17, 2015	2.70%	6.59%	4.36%	3.10%	60
ACMVX	American Century Mid Cap Value Fund	Mid Cap Value Equities	Mar 31, 2004	0.97%	15.30%	9.46%	12.72%	66
ACRNX	Columbia Acorn Fund	Mid Cap Growth Equities	Jun 10, 1970	0.83%	8.78%	8.62%	0.96%	18
ACSMX	Advisors Capital Small/Mid Cap Fund	Small Cap Growth Equities	Mar 18, 2021	1.95%	1.24%	—	0.00%	5

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 (98). 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	98	—	Sep 2022
FGIPX	Nomura Growth and Income Fund Institutional Class	98	—	Oct 1993
FGINX	Delaware Growth and Income Fund	98	—	Oct 1993
PKAIX	PIMCO RAE US Fund	98	—	Jun 2015

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (47.46%). Across the lineup, Equity Mutual funds show an average 1-year return of 22.31% and an average 5-year return of 8.54%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	47.46%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	38.61%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	35.79%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	35.44%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	35.12%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FINVX (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
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (926.59%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.71%, 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	926.59%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
IBGIX	VY Baron Growth Portfolio	301.33%	—	May 2002
PIUIX	Federated Hermes International Equity Fd	180.26%	—	Aug 1997
MSVVX	MetLife Small Company Equity Fund	154.77%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,986 Mutual funds Multi-Asset · 1,357 Mutual funds Alternatives · 136 Mutual funds Real Estate · 114 Mutual funds Commodity · 63 Mutual funds Preferred Stock · 23 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds Fixed Income · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.