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
MLPIX	ProFunds Mid Cap Value Fund	Mid Cap Value Equities	Sep 4, 2001	1.78%	4.91%	8.85%	0.45%	26
MLPNX	Invesco SteelPath MLP Alpha Plus Fund	Energy Equities	Dec 29, 2011	1.34%	21.91%	12.81%	4.63%	42
MLPOX	Invesco SteelPath MLP Alpha Fund	Energy Equities	Mar 30, 2010	1.29%	15.22%	10.63%	4.84%	46
MLPTX	Invesco SteelPath MLP Select 40 Fund	Energy Equities	Mar 30, 2010	0.85%	19.34%	11.38%	4.91%	64
MLPZX	Invesco SteelPath MLP Income Fund	Energy Equities	Mar 30, 2010	1.10%	15.76%	11.78%	6.19%	56
MLVHX	MFS Low Volatility Equity Fund	Large Cap Blend Equities	Dec 5, 2013	0.67%	1.69%	10.76%	15.14%	26
MLXIX	Catalyst Energy Infrastructure Fund	Energy Equities	Dec 21, 2014	1.43%	27.45%	13.74%	6.92%	18
MMCFX	AMG Veritas China Fund	China Equities	Jun 29, 1994	1.14%	-1.05%	-1.54%	0.33%	14
MMDEX	Praxis Growth Index Fund	Large Cap Growth Equities	May 1, 2007	0.36%	-4.84%	16.37%	4.92%	26
MMEYX	Victory Integrity Discovery Fund	Small Cap Value Equities	Dec 26, 1996	1.38%	16.23%	11.99%	8.33%	76
MMGEX	MassMutual Small Cap Growth Equity Fund	Small Cap Growth Equities	May 3, 1999	1.41%	9.58%	14.84%	34.62%	58
MMGPX	Morgan Stanley Discovery Portfolio	Mid Cap Growth Equities	Apr 30, 2017	0.04%	-11.10%	—	0.48%	4
MMIUX	MassMutual Select T. Rowe Price International Equi...	Foreign Large Cap Equities	Feb 9, 2018	0.00%	—	—	0.00%	—
MMSIX	Praxis Small Cap Index Fund	Small Cap Blend Equities	May 1, 2007	0.43%	6.31%	9.68%	8.36%	39
MMUFX	MFS Utilities Fund	Utilities Equities	Feb 13, 1992	0.99%	12.23%	9.87%	3.41%	58
MNCEX	Mercer Non-US Core Equity Fund	Foreign Large Cap Equities	Aug 17, 2006	0.39%	5.89%	—	12.88%	65
MNDFX	Manning & Napier Disciplined Value Series	Large Cap Value Equities	Nov 7, 2008	0.54%	9.34%	5.28%	8.99%	71
MNDIX	MFS New Discovery Fund	Small Cap Growth Equities	Jan 2, 1997	0.99%	2.66%	11.49%	0.00%	30
MNNAX	Victory Munder Multi-Cap Fund	Large Cap Blend Equities	Aug 19, 1996	1.28%	3.55%	13.96%	13.89%	67
MNRGX	Manor Investment Funds Growth Fund	Large Cap Growth Equities	Jun 30, 1999	0.99%	-5.89%	12.89%	9.09%	24

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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