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
MSSCX	AMG Frontier Small Cap Growth Fund	Small Cap Growth Equities	Sep 24, 1997	0.94%	8.15%	15.63%	0.00%	38
MSSGX	Morgan Stanley Institutional Fund, Inc. Inception ...	Small Cap Growth Equities	Nov 1, 1989	1.04%	-12.86%	14.50%	0.00%	2
MSSMX	Morgan Stanley Institutional Inception Fund Class ...	Small Cap Growth Equities	Dec 29, 1995	1.35%	-12.95%	14.92%	0.00%	2
MSTFX	Morningstar International Equity Fund	Foreign Large Cap Equities	Nov 2, 2018	1.00%	5.99%	—	2.42%	21
MSTQX	Morningstar U.S. Equity Fund	Large Cap Blend Equities	Nov 2, 2018	0.85%	0.00%	—	0.69%	1
MSVVX	Mesirow Small Company Sustainability Fund	Small Cap Blend Equities	Dec 19, 2018	3.06%	0.20%	—	0.00%	0
MSXAX	NYLI S&P 500 Index Class A	S&P 500	Jan 2, 2004	0.52%	-0.11%	14.18%	1.06%	50
MTCIX	MFS Technology Fund	Technology Equities	Jan 1, 1997	0.88%	-4.45%	20.06%	14.35%	19
MUBFX	MainStay WMC Value Fund	Large Cap Value Equities	Jan 21, 1971	0.70%	3.12%	12.90%	7.16%	45
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	Nov 1, 1988	1.14%	12.46%	11.08%	2.97%	55
MUIFX	Nationwide Fund	Large Cap Blend Equities	May 11, 1933	0.65%	-1.24%	13.48%	26.74%	35
MUIGX	Nationwide BNY Mellon Dynamic U.S. Core Fund	Large Cap Blend Equities	Feb 14, 1961	0.50%	-0.46%	15.55%	4.97%	49
MUNDX	Mundoval Fund	Global Equities	Sep 2, 2004	1.49%	-1.91%	11.04%	8.80%	40
MUOIX	Morgan Stanley Institutional Fund, Inc. US Core Po...	Large Cap Blend Equities	May 27, 2016	0.80%	-4.38%	—	0.00%	21
MUSEX	MFS Blended Research Core Equity Fund	Large Cap Blend Equities	Jan 14, 1994	0.49%	1.55%	13.80%	7.04%	54
MUXYX	Victory S&P 500 Index Fund	S&P 500	Nov 29, 1991	0.44%	-0.12%	14.17%	8.18%	51
MVALX	Meridian Contrarian Fund	Mid Cap Blend Equities	Feb 10, 1994	1.12%	6.89%	12.95%	11.98%	36
MVCAX	MFS Mid Cap Value Fund	Mid Cap Value Equities	Aug 31, 2001	1.02%	4.99%	9.89%	7.82%	28
MVCKX	MFS Mid Cap Value Fund Class R6	Mid Cap Value Equities	Feb 1, 2013	0.62%	5.12%	9.56%	7.87%	30
MVEIX	Monteagle Select Value Fund	Mid Cap Value Equities	Mar 30, 1998	1.45%	2.62%	9.64%	4.49%	39

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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