Equity Mutual Funds List

Number of Funds: 3,625
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.57%
Avg. 1 Year Return: 25.74%
Median Risk/Return Score: 42 / 100

3539 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
AWAYX	AB Wealth Appreciation Strategy	Global Equities	Sep 1, 2003	0.40%	11.56%	12.02%	6.60%	59
AWEIX	CIBC Atlas Disciplined Equity Fund	Large Cap Blend Equities	Dec 1, 2005	0.72%	4.13%	13.10%	13.97%	24
AWGIX	CIBC Atlas All Cap Growth Fund	Large Cap Growth Equities	Sep 28, 2007	0.96%	7.75%	11.72%	5.24%	7
AWMIX	CIBC Atlas Mid Cap Equity Fund	Mid Cap Growth Equities	Jun 27, 2014	0.83%	8.97%	8.63%	10.33%	9
AWPAX	AB Sustainable International Thematic Fund	Foreign Large Cap Equities	Jun 1, 1994	1.03%	6.49%	6.40%	0.00%	8
AWSAX	Invesco Global Core Equity Fund	Global Equities	Dec 28, 2000	1.22%	7.34%	8.44%	8.61%	27
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	Jul 31, 1952	0.58%	5.72%	12.76%	9.56%	38
AWTAX	Virtus Water Fund	Energy Equities	Mar 30, 2008	1.22%	-2.79%	7.23%	12.27%	3
AWWIX	CIBC Atlas International Growth Fund	Foreign Large Cap Equities	May 30, 2019	0.94%	3.90%	—	0.70%	10
AWYIX	CIBC Atlas Equity Income Fund	Large Cap Growth Equities	Apr 30, 2010	0.95%	2.84%	—	2.13%	18
AXVIX	Acclivity Small Cap Value Fund	Small Cap Value Equities	Dec 31, 2018	3.64%	13.50%	—	3.79%	55
AZBIX	Virtus Small-Cap Fund	Small Cap Blend Equities	Jul 1, 2013	0.89%	18.35%	11.78%	4.14%	60
BACAX	BlackRock Energy Opportunities Fund	Energy Equities	Feb 16, 2005	1.32%	30.06%	8.51%	1.90%	77
BACIX	BlackRock Energy Opportunities Fund	Energy Equities	Feb 15, 2005	0.91%	30.23%	8.95%	2.15%	78
BAFMX	Brown Advisory Mid-Cap Growth Fund	Mid Cap Growth Equities	Jul 2, 2018	0.79%	—	—	75.00%	—
BAFWX	Brown Advisory Sustainable Growth Fund Institution...	Large Cap Growth Equities	Jun 29, 2012	0.64%	5.69%	15.58%	22.55%	6
BALPX	BlackRock Event Driven Equity Fund Investor Class ...	Event Driven	Dec 19, 2007	1.51%	1.42%	5.58%	4.12%	56
BARAX	Baron Asset Fund	Mid Cap Growth Equities	Jun 12, 1987	1.29%	2.21%	11.12%	11.26%	6
BARIX	Baron Asset Fund Institutional Class	Mid Cap Growth Equities	May 29, 2009	1.03%	2.32%	11.41%	10.35%	6
BASMX	iShares Total U.S. Stock Market Index Fund Investo...	Large Cap Blend Equities	Aug 13, 2015	0.33%	11.31%	14.70%	0.78%	67

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 ARKVX (99) and FDCPX (98). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
ARKVX	ARK Venture Fund	99	—	Sep 2022
FDCPX	Fidelity Select Tech Hardware Portfolio	98	—	Jul 1985
EFCNX	Emerald Insights Fund	98	—	Aug 2014
VARBX	Vivaldi Merger Arbitrage Fund Class I	98	—	Oct 2015
DEMAX	Nomura Emerging Markets Fund Class A	98	—	Jun 1996

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SMPIX (53.79%). Across the lineup, Equity Mutual funds show an average 1-year return of 25.74% and an average 5-year return of 8.85%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SMPIX	ProFunds Semiconductor UltraSector Fund	53.79%	—	Jun 2000
FSELX	Fidelity Select Semiconductors Portfolio	45.84%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	42.85%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	42.49%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	42.13%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FBLEX (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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (883.64%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.57%, 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	883.64%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
PIUIX	Federated Hermes International Equity Fd	177.43%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	169.45%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	162.39%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,986 Mutual funds Multi-Asset · 1,523 Mutual funds Alternatives · 133 Mutual funds Real Estate · 115 Mutual funds Commodity · 63 Mutual funds Preferred Stock · 11 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds

Top Mutual funds Comparisons

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