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
MALVX	BlackRock Advantage Large Cap Value Fund	Large Cap Value Equities	Dec 22, 1999	0.54%	7.65%	12.11%	8.57%	79
MAMEX	Mutual of America Mid-Cap Equity Index Fund	Mid Cap Blend Equities	Nov 29, 2021	0.16%	7.26%	—	11.05%	26
MAPTX	Matthews Pacific Tiger Fund	Asia Pacific Equities	Sep 11, 1994	1.09%	9.00%	4.91%	2.13%	65
MARFX	BlackRock Mid-Cap Value Fund	Mid Cap Value Equities	Feb 1, 1995	0.74%	1.88%	10.76%	11.12%	34
MASGX	Matthews Asia ESG Fund	Asia Pacific Equities	Apr 29, 2015	1.24%	18.19%	10.63%	4.72%	61
MASKX	iShares Russell 2000 Small-Cap Index Fund	Small Cap Blend Equities	Apr 9, 1997	0.12%	6.52%	10.64%	2.94%	49
MASPX	BlackRock Advantage SMID Cap Fund, Inc.	Mid Cap Blend Equities	May 5, 1978	0.48%	9.03%	11.83%	4.67%	61
MATFX	Matthews Asia Innovators Fund	Asia Pacific Equities	Dec 26, 1999	1.18%	20.18%	12.78%	0.00%	73
MAVKX	Mutual of America Small Cap Value Fund	Small Cap Value Equities	Nov 29, 2021	0.82%	8.24%	—	4.75%	19
MAW120.TO	Mawer Global Equity Fund A	Global Equities	Oct 22, 2009	1.29%	0.52%	—	0.00%	3
MBCSX	MassMutual Blue Chip Growth Fund	Large Cap Growth Equities	May 31, 2001	0.73%	-7.70%	16.31%	46.90%	15
MCDFX	Matthews China Dividend Fund	China Equities	Nov 29, 2009	1.20%	—	—	3.84%	—
MCGFX	AMG Montrusco Bolton Large Cap Growth Fund	Large Cap Growth Equities	Nov 2, 1994	0.91%	4.24%	9.65%	0.00%	1
MCHFX	Matthews China Fund	China Equities	Feb 18, 1998	1.12%	-4.36%	6.41%	1.42%	12
MCMVX	Monongahela All Cap Value Fund	Mid Cap Value Equities	Jul 1, 2013	0.85%	8.76%	12.59%	5.99%	55
MCN	XAI Madison Equity Premium Income Fund	Options Trading	Jan 1, 2015	0.02%	0.46%	8.20%	12.31%	33
MCSMX	Matthews China Small Companies Fund	China Equities	May 30, 2011	1.41%	19.41%	11.96%	1.87%	60
MCVIX	MFS Mid Cap Value Fund Class I	Mid Cap Value Equities	Nov 1, 2001	0.72%	5.07%	10.14%	7.77%	30
MDCEX	Matisse Discounted Closed-End Fund Strategy	Tactical Allocation	Oct 30, 2012	1.25%	0.42%	10.80%	11.53%	64
MDDAX	MassMutual Diversified Value Fund	Large Cap Value Equities	Oct 15, 2004	1.12%	5.65%	11.94%	30.71%	57

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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