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
LZFIX	Lazard Equity Franchise Portfolio	Large Cap Value Equities	Sep 29, 2017	0.99%	-6.81%	—	22.40%	1
LZIEX	Lazard International Equity Portfolio	Foreign Large Cap Equities	Oct 29, 1991	0.82%	5.81%	7.87%	11.67%	68
LZISX	Lazard International Small Cap Equity Portfolio	Foreign Small & Mid Cap Equities	Nov 30, 1993	1.14%	12.75%	6.70%	1.69%	81
LZSCX	Lazard US Small-Mid Cap Equity Portfolio R6	Small Cap Blend Equities	Oct 30, 1991	0.94%	6.78%	8.43%	4.66%	27
LZSIX	Lazard International Equity Select Portfolio R6	Foreign Large Cap Equities	May 31, 2001	0.87%	6.94%	6.49%	2.34%	65
LZUSX	Lazard US Equity Focus Portfolio	Large Cap Blend Equities	Dec 30, 2004	0.70%	-1.20%	12.36%	13.98%	35
MAAKX	Mutual of America All America Fund	Large Cap Blend Equities	Nov 29, 2021	0.54%	2.22%	—	16.64%	28
MABAX	BlackRock Large Cap Focus Value Fund	Large Cap Value Equities	Jul 1, 1977	0.54%	1.28%	10.76%	14.47%	52
MACGX	Morgan Stanley Institutional Fund Trust Discovery ...	Mid Cap Growth Equities	Mar 30, 1990	1.00%	-11.33%	12.91%	0.00%	3
MADFX	Matrix Advisors Dividend Fund	Large Cap Value Equities	Oct 13, 2016	1.23%	5.27%	—	7.91%	44
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	Nov 29, 1988	0.68%	3.65%	11.35%	9.50%	54
MAEFX	BlackRock EuroFund Fund	Europe Equities	Oct 25, 1988	1.10%	0.59%	7.19%	11.52%	15
MAEGX	BlackRock Unconstrained Equity Fund	Global Equities	Nov 3, 2005	0.95%	3.82%	12.02%	0.00%	29
MAFOX	BlackRock Large Cap Focus Growth Fund	Large Cap Growth Equities	Mar 3, 2000	0.67%	-3.18%	15.91%	16.55%	18
MAGKX	Mutual of America Small Cap Growth Fund	Small Cap Growth Equities	Nov 29, 2021	0.83%	6.96%	—	0.88%	27
MAGRX	BlackRock Natural Resources Trust Fund	Energy Equities	Oct 23, 1988	0.87%	19.21%	10.91%	7.08%	87
MAIFX	Mutual of America International Fund	Foreign Large Cap Equities	Nov 29, 2021	0.13%	7.18%	—	3.16%	62
MAIIX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	Apr 9, 1997	0.09%	6.56%	9.45%	3.48%	59
MAILX	BlackRock International Fund of BlackRock Series, ...	Foreign Large Cap Equities	Oct 30, 1998	0.65%	3.84%	7.62%	1.73%	34
MALRX	BlackRock Advantage Large Cap Core Fund	Large Cap Blend Equities	Dec 22, 1999	0.48%	1.61%	14.63%	8.47%	68

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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