Equity Mutual Funds List

Number of Funds: 3,784
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.58%
Avg. 1 Year Return: 22.03%
Median Risk/Return Score: 53 / 100

3702 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
AVEAX	Ave Maria Growth Focused Fund	Mid Cap Growth Equities	Apr 30, 2020	1.14%	13.98%	—	0.00%	9
AVEDX	Ave Maria Rising Dividend Fund	Large Cap Blend Equities	May 2, 2005	0.90%	4.95%	10.77%	5.33%	6
AVEEX	Avantis Emerging Markets Equity Fund	Emerging Markets Equities	Dec 3, 2019	0.33%	16.32%	—	3.01%	57
AVEGX	Ave Maria Growth Fund	Large Cap Growth Equities	May 1, 2003	0.90%	15.94%	13.44%	4.93%	30
AVEMX	Ave Maria Value Fund	Mid Cap Blend Equities	May 1, 2001	0.97%	14.55%	10.96%	0.29%	25
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	Jan 1, 1984	1.26%	21.18%	—	0.34%	40
AVEWX	Ave Maria World Equity Fund	Global Equities	Apr 29, 2010	1.18%	15.78%	9.02%	2.19%	29
AVFIX	American Beacon Small Cap Value Fund	Small Cap Value Equities	Dec 31, 1998	0.81%	28.52%	10.49%	8.33%	90
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	Large Cap Value Equities	Jun 21, 2022	0.15%	26.11%	—	2.63%	98
AVPEX	ALPS/Red Rocks Global Opportunity Portfolio	Global Equities	Oct 23, 2014	1.45%	-3.31%	8.93%	8.79%	2
AVUSX	Avantis U.S. Equity Fund	Large Cap Blend Equities	Dec 4, 2019	0.15%	16.57%	—	2.27%	90
AVUVX	Avantis U.S. Small Cap Value Fund	Small Cap Value Equities	Dec 4, 2019	0.25%	25.42%	—	5.66%	94
AWAYX	AB Wealth Appreciation Strategy	Global Equities	Sep 1, 2003	0.40%	13.22%	12.00%	6.50%	63
AWEIX	CIBC Atlas Disciplined Equity Fund	Large Cap Blend Equities	Dec 1, 2005	0.72%	5.69%	12.84%	13.76%	26
AWGIX	CIBC Atlas All Cap Growth Fund	Large Cap Growth Equities	Sep 28, 2007	0.96%	10.63%	11.72%	5.10%	13
AWMIX	CIBC Atlas Mid Cap Equity Fund	Mid Cap Growth Equities	Jun 27, 2014	0.83%	10.03%	8.60%	10.23%	12
AWPAX	AB Sustainable International Thematic Fund	Foreign Large Cap Equities	Jun 1, 1994	1.03%	2.61%	5.88%	0.00%	8
AWSAX	Invesco Global Core Equity Fund	Global Equities	Dec 28, 2000	1.22%	12.24%	8.60%	8.24%	52
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	Jul 31, 1952	0.58%	9.80%	12.83%	9.42%	67
AWTAX	Virtus Water Fund	Energy Equities	Mar 30, 2008	1.22%	1.21%	7.54%	11.79%	5

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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Time Period

Best Equity Mutual funds by Risk/Return Score

The top Equity Mutual funds by PortfoliosLab Risk/Return Score are VARBX (99) and ARKVX (99). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
VARBX	Vivaldi Merger Arbitrage Fund Class I	99	—	Oct 2015
ARKVX	ARK Venture Fund	99	—	Sep 2022
PKAIX	PIMCO RAE US Fund	98	—	Jun 2015
FGIPX	Nomura Growth and Income Fund Institutional Class	98	—	Oct 1993
BPLEX	Boston Partners Long/Short Equity Fund	98	—	Nov 1998

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (46.58%). Across the lineup, Equity Mutual funds show an average 1-year return of 22.03% and an average 5-year return of 8.74%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	46.58%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	38.10%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	35.29%	—	Dec 2000
UJPIX	ProFunds UltraJapan Fund	35.06%	—	Feb 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	34.95%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FEMSX (0.01%). With an average expense ratio of 0.95%, Equity Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 2019

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (911.82%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.58%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
EGFIX	Edgewood Growth Fund	911.82%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
IBGIX	VY Baron Growth Portfolio	212.88%	—	May 2002
PIUIX	Federated Hermes International Equity Fd	179.55%	—	Aug 1997
MSVVX	MetLife Small Company Equity Fund	152.02%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,986 Mutual funds Multi-Asset · 1,357 Mutual funds Alternatives · 136 Mutual funds Real Estate · 114 Mutual funds Commodity · 63 Mutual funds Preferred Stock · 23 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds Fixed Income · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.