Equity Mutual Funds List

Number of Funds: 3,784
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.58%
Avg. 1 Year Return: 22.03%
Median Risk/Return Score: 53 / 100

3702 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
ASMOX	AQR Small Cap Momentum Style Fund	Small Cap Growth Equities	Jul 9, 2009	0.61%	—	—	7.88%	—
ASQIX	American Century Small Company Fund	Small Cap Blend Equities	Jul 31, 1998	0.85%	22.90%	9.39%	1.97%	83
ASTIX	Astor Dynamic Allocation Fund	Tactical Allocation	Oct 18, 2009	1.15%	7.92%	6.77%	6.53%	95
ASVIX	American Century Small Cap Value Fund	Small Cap Value Equities	Jul 31, 1998	1.09%	23.42%	10.43%	11.12%	57
ATACX	ATAC Rotation Fund	Tactical Allocation	Sep 9, 2012	1.74%	10.67%	7.09%	1.67%	11
ATESX	Anchor Risk Managed Equity Strategies Fund	Long-Short	Sep 5, 2016	2.10%	3.12%	—	0.00%	11
ATGAX	Aquila Opportunity Growth Fund	Mid Cap Blend Equities	Jul 22, 1994	1.50%	—	—	0.00%	—
ATGSX	Anchor Risk Managed Global Strategies Fund	Long-Short	Jan 14, 2019	2.25%	—	—	0.95%	—
ATVPX	Alger 35 Fund	Large Cap Growth Equities	Mar 29, 2018	0.55%	16.50%	—	18.24%	38
ATWYX	AB Tax-Managed Wealth Appreciation Strategy	Global Equities	Sep 1, 2003	0.38%	12.86%	11.83%	3.91%	64
AUEIX	AQR Large Cap Defensive Style Fund	Large Cap Blend Equities	Jul 9, 2012	0.37%	9.12%	10.84%	20.80%	44
AUERX	Auer Growth Fund	Small Cap Blend Equities	Dec 28, 2007	2.37%	15.57%	15.89%	9.86%	93
AUIAX	AB Equity Income Fund	Dividend, Large Cap Value Equities	Oct 18, 1993	0.97%	15.57%	12.33%	6.93%	86
AULDX	American Century Ultra Fund Class R6	Large Cap Growth Equities	Jul 26, 2013	0.52%	4.38%	17.47%	10.15%	19
AUUIX	AB Select US Equity Portfolio	Large Cap Blend Equities	Dec 8, 2011	1.21%	11.68%	15.93%	5.42%	75
AUXFX	Auxier Focus Fund	Large Cap Value Equities	Jul 9, 1999	0.92%	12.65%	10.30%	2.52%	93
AVALX	Aegis Value Fund Class I	Small Cap Value Equities	May 15, 1998	1.36%	17.36%	19.25%	1.99%	95
AVANX	Avantis International Small Cap Value Fund Class G	Foreign Small & Mid Cap Equities	Jan 20, 2021	—	15.04%	—	9.44%	81
AVDEX	Avantis International Equity Fund	Foreign Large Cap Equities	Dec 4, 2019	0.23%	13.24%	—	2.81%	74
AVDVX	Avantis International Small Cap Value Fund Institu...	Foreign Small & Mid Cap Equities	Dec 3, 2019	0.36%	14.79%	—	9.13%	82

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
PKAIX	PIMCO RAE US Fund	98	—	Jun 2015
FGIPX	Nomura Growth and Income Fund Institutional Class	98	—	Oct 1993
BPLEX	Boston Partners Long/Short Equity Fund	98	—	Nov 1998

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (46.58%). Across the lineup, Equity Mutual funds show an average 1-year return of 22.03% 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	46.58%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	38.10%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	35.29%	—	Dec 2000
UJPIX	ProFunds UltraJapan Fund	35.06%	—	Feb 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	34.95%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FEMSX (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
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (911.82%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.58%, 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	911.82%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
IBGIX	VY Baron Growth Portfolio	212.88%	—	May 2002
PIUIX	Federated Hermes International Equity Fd	179.55%	—	Aug 1997
MSVVX	MetLife Small Company Equity Fund	152.02%	—	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.