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
MEIIX	MFS Value Fund Class I	Large Cap Value Equities	Feb 1, 1996	0.55%	4.41%	10.40%	9.31%	42
MEIKX	MFS Value Fund	Large Cap Value Equities	May 1, 2006	0.43%	4.44%	10.60%	9.50%	42
MENYX	Madison Covered Call & Equity Income Fund	Derivative Income	Oct 29, 2009	1.01%	6.00%	8.43%	8.16%	60
MEQAX	American Century International Value Fund	Foreign Large Cap Equities	Mar 30, 1997	1.39%	10.44%	9.35%	7.13%	90
MEQFX	AMG River Road Large Cap Value Select Fund	Large Cap Blend Equities	Aug 14, 1992	0.64%	-1.99%	11.05%	0.00%	1
MERAX	Madison Mid Cap A	Mid Cap Blend Equities	Feb 7, 2013	1.39%	-0.48%	10.34%	3.41%	7
MERDX	Meridian Growth Fund	Small Cap Growth Equities	Aug 1, 1984	0.85%	-5.40%	6.68%	9.54%	1
MERIX	The Merger Fund Class I	Event Driven	Aug 1, 2013	1.32%	0.82%	4.29%	7.89%	99
MEURX	Franklin Mutual European Fund	Europe Equities	Jul 2, 1996	1.00%	3.63%	9.73%	2.98%	67
MFAIX	Morgan Stanley Institutional Fund, Inc. Internatio...	Foreign Large Cap Equities	Dec 27, 2010	1.01%	-3.13%	10.10%	0.00%	9
MFEGX	MFS Growth Fund Class A	Large Cap Growth Equities	Dec 29, 1986	0.83%	-5.51%	17.02%	17.87%	13
MFEIX	MFS Growth I	Large Cap Growth Equities	Jul 10, 1997	0.60%	-5.45%	16.71%	15.86%	13
MFEKX	MFS Growth R6	Large Cap Growth Equities	Jun 1, 2012	0.51%	-5.42%	16.80%	15.67%	13
MFOCX	Marsico Focus Fund	Large Cap Growth Equities	Dec 31, 1997	1.34%	2.96%	17.99%	17.29%	39
MFQTX	AMG Veritas Global Focus Fund	Large Cap Growth Equities	Dec 18, 2000	0.88%	-7.30%	-0.29%	0.00%	1
MFRFX	MFS Research Fund	Large Cap Blend Equities	Oct 13, 1971	0.78%	-0.64%	12.79%	16.19%	35
MFWIX	MFS Global Total Return Fund Class I	Global Equities	Sep 4, 1990	0.84%	3.23%	6.57%	8.49%	63
MGFAX	MassMutual Global Fund	Global Equities	Dec 30, 2004	1.41%	-4.55%	11.04%	45.74%	16
MGGIX	Morgan Stanley Institutional Fund, Inc. Global Opp...	Global Equities	May 29, 2008	0.95%	-6.67%	12.83%	0.00%	2
MGGPX	Morgan Stanley Global Opportunity Portfolio Class ...	Global Equities	May 24, 2010	1.25%	-6.75%	12.41%	0.00%	2

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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