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
MNRMX	Manor Investment Funds Manor Fund	Large Cap Blend Equities	Sep 25, 1995	1.25%	5.52%	10.76%	7.86%	74
MNWIX	MFS Managed Wealth Fund	Long-Short	Jun 26, 2014	0.67%	-0.90%	3.75%	0.77%	13
MOGLX	Gabelli Media Mogul Fund	Communications Equities	Nov 30, 2016	0.90%	7.14%	—	0.46%	70
MOJOX	Donoghue Forlines Momentum Fund	Tactical Allocation	Dec 22, 2016	2.00%	24.77%	—	21.50%	87
MONTX	Monetta Fund	Large Cap Growth Equities	May 6, 1986	1.33%	-3.31%	14.03%	20.91%	32
MOPIX	MainStay WMC Small Companies Fund	Small Cap Blend Equities	Jan 12, 1987	0.97%	8.24%	8.35%	0.14%	62
MOSAX	MassMutual Overseas Fund	Foreign Large Cap Equities	Apr 30, 2001	1.34%	-0.58%	8.28%	18.32%	33
MOWIX	Moerus Worldwide Value Fund	Foreign Small & Mid Cap Equities	May 30, 2016	1.40%	9.54%	—	9.52%	92
MPAIX	Morgan Stanley Institutional Fund, Inc. Advantage ...	Large Cap Growth Equities	Jun 30, 2008	0.85%	-14.54%	11.10%	0.03%	4
MPEGX	Morgan Stanley Institutional Fund Trust Discovery ...	Mid Cap Growth Equities	Mar 30, 1990	0.72%	-11.30%	13.24%	0.00%	4
MPGFX	Mairs & Power Growth Fund	Large Cap Blend Equities	Nov 7, 1958	0.61%	1.06%	12.21%	4.44%	30
MPGVX	Mondrian Global Equity Value Fund	Global Equities	Jun 29, 2020	0.74%	1.98%	—	8.22%	58
MPIEX	Mondrian International Value Equity Fund	Foreign Large Cap Equities	Feb 3, 1992	0.74%	6.52%	7.98%	9.99%	70
MPITX	BNY Mellon International Fund	Foreign Large Cap Equities	Oct 2, 2000	1.03%	9.13%	8.55%	2.21%	77
MPLIX	Praxis International Index Fund	Foreign Large Cap Equities	Dec 31, 2010	0.61%	6.58%	9.19%	3.11%	69
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	Mid Cap Growth Equities	Oct 2, 2000	0.90%	2.97%	-5.50%	0.00%	0
MPSSX	BNY Mellon Small Cap Multi-Strategy Fund	Small Cap Growth Equities	Oct 2, 2000	1.01%	7.86%	9.06%	39.18%	41
MRFOX	Marshfield Concentrated Opportunity Fund	Large Cap Growth Equities	Dec 29, 2015	1.05%	0.17%	15.95%	1.62%	14
MRGAX	MFS Core Equity Fund	Large Cap Blend Equities	Jan 2, 1996	0.93%	0.04%	13.78%	13.59%	33
MRJAX	Morgan Stanley Multi-Asset Real Return Portfolio A	Global Equities	Jun 18, 2018	1.10%	—	—	0.00%	—

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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