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
MDDVX	BlackRock Equity Dividend Fund Investor A Shares	Dividend	Oct 21, 1994	0.94%	3.57%	11.09%	9.39%	57
MDEGX	BlackRock Unconstrained Equity Fund Investor A Sha...	Global Equities	Nov 4, 2005	1.16%	3.73%	11.24%	0.00%	29
MDFGX	BlackRock Capital Appreciation Fund	Large Cap Growth Equities	Dec 31, 1997	0.97%	-3.33%	15.47%	20.18%	18
MDGCX	BlackRock Advantage Global Fund, Inc.	Global Equities	Aug 4, 1994	0.96%	7.23%	11.99%	8.31%	85
MDIDX	MFS International Diversification Fund Class A	Foreign Large Cap Equities	Sep 30, 2004	1.08%	4.89%	9.45%	4.75%	67
MDIIX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	Apr 9, 1997	0.35%	6.46%	9.18%	3.28%	62
MDIJX	MFS International Diversification Fund	Foreign Large Cap Equities	Sep 30, 2004	0.82%	4.97%	9.73%	4.92%	65
MDISX	Franklin Mutual Global Discovery Fund	Global Equities	Dec 30, 1992	0.95%	1.37%	8.95%	10.41%	37
MDIZX	MFS International Diversification Fund R6	Foreign Large Cap Equities	Oct 2, 2017	0.73%	5.00%	—	5.01%	67
MDLRX	BlackRock Advantage Large Cap Core Fund	Large Cap Blend Equities	Dec 22, 1999	0.73%	1.51%	14.41%	8.87%	69
MDPIX	ProFunds Mid Cap Fund	Mid Cap Blend Equities	Sep 3, 2001	1.82%	6.69%	9.03%	0.38%	38
MECIX	AMG GW&K International Small Cap Fund	Foreign Small & Mid Cap Equities	Jun 24, 1993	0.99%	5.01%	6.16%	0.00%	38
MECVX	MainStay Epoch Capital Growth Fund	Global Equities	Jun 29, 2016	1.39%	1.24%	—	8.02%	32
MEFAX	MassMutual Mid Cap Growth Fund	Mid Cap Growth Equities	May 31, 2000	1.20%	-0.10%	10.23%	34.19%	19
MEFOX	Meehan Focus Fund	Large Cap Blend Equities	Dec 10, 1999	1.01%	1.45%	15.83%	0.16%	57
MEGBX	MFS Growth Fund	Large Cap Growth Equities	Dec 29, 1986	1.59%	-5.70%	16.52%	28.21%	11
MEGI	NYLI CBRE Global Infrastructure Megatrends Term Fu...	Global Equities	Jan 1, 2021	0.02%	13.80%	—	9.83%	60
MEGIX	Morgan Stanley Growth Portfolio	Large Cap Growth Equities	Apr 30, 2017	0.57%	-16.45%	—	0.00%	5
MEIAX	MFS Value Fund	Large Cap Value Equities	Jan 2, 1996	0.80%	4.33%	10.14%	9.14%	41
MEIFX	Meridian Enhanced Equity Fund	Large Cap Growth Equities	Jan 31, 2005	1.20%	0.84%	14.13%	7.19%	7

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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