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
AVUSX	Avantis U.S. Equity Fund	Large Cap Blend Equities	Dec 4, 2019	0.15%	0.72%	—	2.62%	63
AVUVX	Avantis U.S. Small Cap Value Fund	Small Cap Value Equities	Dec 4, 2019	0.25%	8.30%	—	6.55%	62
AWAYX	AB Wealth Appreciation Strategy	Global Equities	Sep 1, 2003	0.40%	-0.64%	11.05%	7.41%	67
AWEIX	CIBC Atlas Disciplined Equity Fund	Large Cap Blend Equities	Dec 1, 2005	0.72%	-7.47%	12.02%	15.72%	11
AWGIX	CIBC Atlas All Cap Growth Fund	Large Cap Growth Equities	Sep 28, 2007	0.96%	-7.49%	10.67%	6.10%	7
AWMIX	CIBC Atlas Mid Cap Equity Fund	Mid Cap Growth Equities	Jun 27, 2014	0.83%	-1.51%	7.83%	11.43%	10
AWPAX	AB Sustainable International Thematic Fund	Foreign Large Cap Equities	Jun 1, 1994	1.03%	-3.27%	5.63%	0.00%	16
AWSAX	Invesco Global Core Equity Fund	Global Equities	Dec 28, 2000	1.22%	-2.75%	7.74%	9.50%	36
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	Jul 31, 1952	0.58%	-2.85%	12.10%	10.41%	38
AWTAX	Virtus Water Fund	Energy Equities	Mar 30, 2008	1.22%	-0.11%	8.03%	11.94%	20
AWWIX	CIBC Atlas International Growth Fund	Foreign Large Cap Equities	May 30, 2019	0.94%	-1.61%	—	0.74%	24
AWYIX	CIBC Atlas Equity Income Fund	Large Cap Growth Equities	Apr 30, 2010	0.95%	-3.47%	—	1.80%	10
AXVIX	Acclivity Small Cap Value Fund	Small Cap Value Equities	Dec 31, 2018	3.64%	5.70%	—	4.07%	39
AZBIX	Virtus Small-Cap Fund	Small Cap Blend Equities	Jul 1, 2013	0.89%	3.61%	10.74%	4.73%	56
BACAX	BlackRock Energy Opportunities Fund	Energy Equities	Feb 16, 2005	1.32%	31.99%	9.74%	1.87%	70
BACIX	BlackRock Energy Opportunities Fund	Energy Equities	Feb 15, 2005	0.91%	32.04%	10.19%	2.12%	71
BAFMX	Brown Advisory Mid-Cap Growth Fund	Mid Cap Growth Equities	Jul 2, 2018	0.79%	-8.34%	—	79.66%	5
BAFWX	Brown Advisory Sustainable Growth Fund Institution...	Large Cap Growth Equities	Jun 29, 2012	0.64%	-12.12%	13.82%	27.12%	4
BALPX	BlackRock Event Driven Equity Fund Investor Class ...	Event Driven	Dec 19, 2007	1.51%	0.61%	5.42%	4.15%	84
BARAX	Baron Asset Fund	Mid Cap Growth Equities	Jun 12, 1987	1.29%	-7.84%	10.32%	12.49%	6

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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