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
MIGIX	Morgan Stanley Institutional Fund. Inc. Global Ins...	Global Equities	Dec 27, 2010	1.00%	-13.04%	11.93%	0.00%	4
MIGNX	MFS Massachusetts Investors Growth Stock Fund Clas...	Large Cap Growth Equities	Jun 1, 2012	0.37%	-6.09%	14.59%	11.87%	11
MIGYX	Invesco Main Street Fund Class Y	Large Cap Blend Equities	Nov 1, 1996	0.56%	-2.60%	11.53%	8.03%	22
MINDX	Matthews India Fund	Asia Pacific Equities	Oct 30, 2005	1.15%	-11.92%	6.10%	7.68%	1
MINIX	MFS International Intrinsic Value Fund Class I	Large Cap Growth Equities, Foreign Large Cap Equities	—	0.72%	4.52%	10.37%	7.43%	59
MINJX	MFS International Intrinsic Value Fund Class R6	Foreign Large Cap Equities	Oct 24, 1995	0.66%	4.53%	10.48%	8.21%	61
MINVX	Madison Investors Fund	Large Cap Blend Equities	Nov 1, 1978	0.91%	2.86%	12.73%	7.09%	12
MIOFX	Marsico International Opportunities Fund	Foreign Large Cap Equities	Jun 29, 2000	1.50%	0.20%	11.39%	4.74%	26
MIOIX	Morgan Stanley Institutional Fund, Inc. Internatio...	Foreign Large Cap Equities	Mar 30, 2010	1.00%	-4.32%	9.36%	0.00%	5
MISEX	Midas Magic	Large Cap Blend Equities	Mar 20, 1986	2.95%	-0.05%	15.37%	8.96%	39
MISGX	Meridian Small Cap Growth Fund	Small Cap Growth Equities	Dec 16, 2013	1.22%	-6.16%	8.51%	8.41%	3
MISIX	Victory Trivalent International Small-Cap Fund Cla...	Mid Cap Blend Equities, Foreign Small & Mid Cap Equities	—	0.97%	9.46%	10.36%	5.52%	88
MITTX	MFS Massachusetts Investors Trust	Large Cap Blend Equities	Jul 15, 1924	0.70%	0.84%	13.33%	14.21%	34
MJFOX	Matthews Japan Fund	Japan Equities	Dec 30, 1998	1.05%	8.05%	8.70%	1.81%	29
MKVIX	MFS International Large Cap Value Fund	Foreign Large Cap Equities	Jun 29, 2020	0.71%	6.10%	—	7.94%	89
MLAAX	MainStay Winslow Large Cap Growth Fund	Large Cap Growth Equities	Jul 3, 1995	0.93%	-7.39%	15.84%	26.32%	10
MLAIX	NYLI Winslow Large Cap Growth Fund Class I	Large Cap Growth Equities	Apr 1, 2005	0.69%	-7.42%	16.13%	20.21%	10
MLMIX	Morgan Stanley Institutional Fund, Inc. Global Cor...	Global Equities	May 26, 2016	0.99%	-1.28%	—	0.00%	22
MLNIX	Morgan Stanley Institutional Fund, Inc. Global Con...	Global Equities	May 26, 2016	1.00%	-3.81%	—	1.95%	16
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	Energy Equities	Dec 19, 2013	0.90%	26.52%	11.50%	1.10%	95

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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