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
LRSCX	Lord Abbett Small Cap Value Fund	Small Cap Value Equities	Dec 13, 1995	1.17%	6.73%	7.44%	6.25%	29
LSEIX	Persimmon Long/Short Fund	Long-Short	Dec 30, 2012	1.91%	3.75%	6.81%	0.00%	75
LSGGX	Loomis Sayles Global Growth Fund	Global Equities	Mar 30, 2016	0.95%	-10.48%	—	0.34%	4
LSGRX	Loomis Sayles Growth Fund	Large Cap Growth Equities	May 16, 1991	0.64%	-8.85%	15.89%	2.43%	5
LSHAX	Kinetics Spin-Off and Corporate Restructuring Fund	Mid Cap Growth Equities	May 4, 2007	1.68%	28.10%	17.85%	9.05%	2
LSMIX	Loomis Sayles Small/Mid Cap Growth Fund	Mid Cap Growth Equities	Jun 30, 2015	0.99%	6.92%	11.47%	0.00%	15
LSOFX	LS Opportunity Fund - Institutional Class	Long-Short	Sep 28, 2010	1.95%	1.61%	7.01%	4.73%	16
LSSCX	Loomis Sayles Small Cap Value Fund	Small Cap Blend Equities	May 13, 1991	0.90%	10.01%	9.93%	15.90%	21
LSSIX	Loomis Sayles Small Cap Growth Fund	Small Cap Growth Equities	Dec 31, 1996	0.92%	6.39%	11.37%	7.17%	14
LSVEX	LSV Value Equity Fund	Large Cap Value Equities	Mar 31, 1999	0.66%	6.12%	10.43%	18.27%	68
LSVQX	LSV Small Cap Value Fund	Small Cap Value Equities	Feb 28, 2013	0.83%	7.10%	8.80%	7.59%	41
LSVVX	LSV Conservative Value Equity Fund	Large Cap Value Equities	Mar 30, 2007	0.35%	5.87%	10.33%	12.93%	73
LVAFX	LSV Global Managed Volatility Fund	Global Equities	Jun 24, 2014	1.00%	7.33%	9.44%	9.48%	91
LVAGX	LSV Global Value Fund	Global Equities	Jun 24, 2014	1.15%	9.77%	11.32%	5.81%	91
LVAMX	LSV U.S. Managed Volatility Fund	Large Cap Value Equities	Jun 25, 2014	0.94%	5.03%	9.29%	20.14%	57
LVOYX	Lord Abbett Value Opportunities Fund	Mid Cap Blend Equities	Dec 30, 2005	0.90%	5.57%	8.41%	5.70%	28
LVPIX	ProFunds Large Cap Value ProFund	Large Cap Value Equities	Oct 1, 2002	1.71%	2.32%	9.59%	4.30%	47
LYFIX	AlphaCentric LifeSci Healthcare Fund	Health & Biotech Equities	Nov 28, 2019	1.40%	2.33%	—	1.74%	49
LYRIX	Lyrical U.S. Value Equity Fund	Mid Cap Value Equities	Feb 4, 2013	1.01%	-2.74%	10.78%	5.47%	21
LYRNX	Lyrical International Value Equity Fund	Foreign Large Cap Equities	Mar 1, 2020	1.24%	1.89%	—	5.68%	39

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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