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
MGIAX	MFS International Intrinsic Value Fund	Foreign Large Cap Equities	Oct 23, 1995	0.96%	4.43%	10.09%	7.93%	58
MGIFX	Mondrian Global Listed Infrastructure Fund	Energy Equities	Dec 16, 2018	0.95%	-17.83%	—	9.20%	2
MGINX	DWS Global Macro Fund	Tactical Allocation	May 14, 1995	0.79%	2.74%	6.24%	2.20%	46
MGKQX	Morgan Stanley Global Permanence Portfolio	Global Equities	Apr 29, 2019	0.95%	-1.83%	—	0.00%	2
MGLBX	Marsico Global Fund	Global Equities	Jun 28, 2007	1.45%	4.59%	18.87%	11.60%	44
MGOYX	Victory Munder Mid-Cap Core Growth Fund	Mid Cap Growth Equities	Jun 24, 1998	0.98%	11.08%	10.64%	13.84%	66
MGPIX	ProFunds Mid Cap Growth Fund	Mid Cap Growth Equities	Sep 4, 2001	1.69%	8.62%	6.96%	3.15%	42
MGQIX	Morgan Stanley Institutional Fund, Inc. Global Sus...	Global Equities	Aug 29, 2013	0.90%	-7.02%	6.49%	0.00%	1
MGRAX	MFS International Growth Fund	Foreign Large Cap Equities	Oct 23, 1995	1.06%	1.17%	9.70%	5.29%	30
MGRDX	MFS International Growth Fund R6	Foreign Large Cap Equities	May 1, 2006	0.72%	1.26%	10.09%	5.56%	32
MGRIX	Marsico Growth Fund	Large Cap Growth Equities	Dec 31, 1997	1.34%	-1.44%	16.96%	16.52%	25
MGRVX	MFS International Growth Fund Class R4	Foreign Large Cap Equities	Oct 1, 2008	0.83%	1.22%	9.97%	5.43%	32
MGSEX	AMG Veritas Asia Pacific Fund	Asia Pacific Equities	May 31, 1984	1.18%	17.46%	15.51%	0.12%	85
MGTIX	MFS Massachusetts Investors Growth Stock Fund	Large Cap Growth Equities	Jan 1, 1932	0.45%	-6.13%	14.49%	11.80%	11
MICYX	Victory Trivalent International Fund-Core Equity	Foreign Large Cap Equities	Aug 16, 2007	0.70%	9.65%	9.98%	9.82%	85
MIDLX	MFS International New Discovery Fund Class R6	Foreign Small & Mid Cap Equities	Jun 1, 2012	0.91%	3.39%	6.85%	3.26%	42
MIEIX	MFS International Equity Fund Class R6	Foreign Large Cap Equities	Jan 31, 1996	0.68%	0.32%	9.80%	2.67%	30
MIEKX	MFS International Equity Fund Class R6	International Equity	Jan 31, 1996	0.73%	0.30%	—	2.59%	33
MIEYX	MM S&P 500 Index Fund	S&P 500	Feb 27, 1998	0.46%	-0.14%	13.69%	17.66%	51
MIGFX	MFS Massachusetts Investors Growth Stock Fund	Large Cap Growth Equities	Jan 1, 1935	0.70%	-6.19%	14.26%	12.14%	11

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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