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
MRLIX	AMG Renaissance Large Cap Growth Fund	Large Cap Growth Equities	Jun 3, 2009	0.66%	-1.29%	12.54%	0.00%	2
MRSAX	MFS Research International A	Foreign Large Cap Equities	Apr 26, 1999	1.04%	6.04%	8.63%	4.93%	51
MRSIX	MFS Research International Fund	Foreign Large Cap Equities	Jan 2, 1997	0.76%	6.09%	8.90%	4.96%	50
MSACX	Morgan Stanley Institutional Fund, Inc. Active Int...	Foreign Large Cap Equities	Jan 17, 1992	0.90%	9.56%	8.53%	0.00%	23
MSAQX	Morgan Stanley Institutional Fund, Inc. Asia Oppor...	Asia Pacific Equities	Dec 28, 2015	1.10%	-2.34%	8.88%	0.00%	2
MSCFX	Mairs & Power Small Cap Fund	Small Cap Blend Equities	Aug 11, 2011	0.95%	9.98%	9.49%	2.07%	36
MSCGX	Mercer US Small/Mid Cap Equity Fund	Small Cap Blend Equities	Aug 15, 2005	0.48%	6.31%	—	7.25%	17
MSCOX	Morgan Stanley Institutional Fund Inception Portfo...	Small Cap Growth Equities	Nov 1, 1989	2.10%	-13.13%	—	0.00%	2
MSCUX	Morgan Stanley Institutional Fund American Resilie...	Large Cap Growth Equities	Jul 29, 2022	1.05%	—	—	0.00%	—
MSEFX	iMGP Equity Fund	Large Cap Blend Equities	Dec 31, 1996	0.98%	-2.97%	7.48%	3.50%	8
MSEGX	Morgan Stanley Institutional Growth Portfolio	Large Cap Growth Equities	Apr 2, 1991	0.87%	-16.33%	15.49%	0.00%	6
MSEQX	Morgan Stanley Growth Portfolio Class I	Large Cap Growth Equities	Apr 2, 1991	0.56%	-16.29%	15.72%	0.00%	6
MSFAX	Morgan Stanley Institutional Fund, Inc. Global Fra...	Global Equities	Nov 27, 2001	0.92%	-9.41%	6.75%	0.00%	0
MSHMX	Morgan Stanley Permanence Portfolio	Large Cap Growth Equities	Apr 5, 2020	0.85%	-0.84%	—	16.45%	17
MSIGX	Invesco Main Street Fund	Large Cap Blend Equities	Feb 3, 1988	0.82%	-2.67%	11.28%	7.70%	18
MSILX	iMGP International Fund	Foreign Large Cap Equities	Dec 1, 1997	1.05%	0.90%	6.29%	1.54%	42
MSIQX	Morgan Stanley Institutional Fund, Inc. Internatio...	Foreign Large Cap Equities	Aug 4, 1989	0.95%	2.99%	0.72%	0.00%	1
MSJIX	Morgan Stanley Global Endurance Portfolio	Global Equities	Dec 30, 2018	1.00%	0.10%	—	0.53%	44
MSOAX	MainStay WMC Enduring Capital Fund	Large Cap Blend Equities	Jun 1, 1998	0.91%	1.13%	10.72%	4.02%	2
MSPIX	MainStay S&P 500 Index Fund	Large Cap Blend Equities	Jan 2, 1991	0.25%	-0.05%	14.46%	1.25%	52

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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