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
ATVPX	Alger 35 Fund	Large Cap Growth Equities	Mar 29, 2018	0.55%	-7.66%	—	23.02%	78
ATWYX	AB Tax-Managed Wealth Appreciation Strategy	Global Equities	Sep 1, 2003	0.38%	-0.54%	10.92%	4.43%	69
AUEIX	AQR Large Cap Defensive Style Fund	Large Cap Blend Equities	Jul 9, 2012	0.37%	1.42%	10.53%	22.38%	9
AUERX	Auer Growth Fund	Small Cap Blend Equities	Dec 28, 2007	2.37%	3.65%	14.80%	10.99%	91
AUIAX	AB Equity Income Fund	Large Cap Value Equities	Oct 18, 1993	0.97%	-0.23%	11.19%	8.04%	51
AULDX	American Century Ultra Fund Class R6	Large Cap Growth Equities	Jul 26, 2013	0.52%	-7.71%	16.67%	11.48%	26
AUUIX	AB Select US Equity Portfolio	Large Cap Blend Equities	Dec 8, 2011	1.21%	-3.44%	14.93%	6.27%	48
AUXFX	Auxier Focus Fund	Large Cap Value Equities	Jul 9, 1999	0.92%	1.76%	9.61%	2.79%	44
AVALX	Aegis Value Fund	Small Cap Value Equities	May 15, 1998	1.50%	15.95%	21.80%	2.02%	98
AVDEX	Avantis International Equity Fund	Foreign Large Cap Equities	Dec 4, 2019	0.23%	4.59%	—	3.05%	90
AVDVX	Avantis International Small Cap Value Fund	Foreign Small & Mid Cap Equities	Dec 3, 2019	0.36%	8.44%	—	9.66%	96
AVEAX	Ave Maria Focused Fund	Mid Cap Growth Equities	Apr 30, 2020	1.14%	2.12%	—	0.00%	13
AVEDX	Ave Maria Rising Dividend Fund	Large Cap Blend Equities	May 2, 2005	0.90%	-0.51%	11.06%	5.33%	2
AVEGX	Ave Maria Growth Fund	Large Cap Growth Equities	May 1, 2003	0.90%	-2.00%	12.15%	5.83%	12
AVEMX	Ave Maria Value Fund	Mid Cap Blend Equities	May 1, 2001	0.97%	8.39%	11.22%	0.31%	8
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	Jan 1, 1984	1.26%	17.22%	—	0.35%	—
AVEWX	Ave Maria World Equity Fund	Global Equities	Apr 29, 2010	1.18%	0.14%	8.21%	2.54%	25
AVFIX	American Beacon Small Cap Value Fund	Small Cap Value Equities	Dec 31, 1998	0.81%	8.25%	9.37%	9.89%	45
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	Large Cap Value Equities	Jun 21, 2022	0.15%	7.52%	—	3.08%	73
AVPEX	ALPS/Red Rocks Global Opportunity Portfolio	Global Equities	Oct 23, 2014	1.45%	-15.35%	7.81%	10.04%	1

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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