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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
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
MFS Low Volatility Global Equity FundGlobal EquitiesDec 4, 20130.74%
2.89%
9.52%
10.63%
51
Praxis Value Index FundLarge Cap Value EquitiesMay 1, 20010.78%
6.47%
12.02%
1.00%
64
MFS Global Equity FundGlobal EquitiesDec 28, 19861.90%
-3.86%
9.16%
25.10%
11
VanEck Morningstar Wide Moat FundLarge Cap Blend EquitiesNov 6, 20170.59%
-4.60%
13.07%
21
MFS International New Discovery FundForeign Small & Mid Cap EquitiesOct 8, 19971.03%
3.33%
6.33%
3.13%
40
MFS Global Growth FundGlobal EquitiesNov 17, 19931.22%
-5.90%
10.32%
5.76%
7
Great-West Core Strategies: U.S. Equity FundLarge Cap Blend EquitiesJun 25, 20180.55%
2.41%
5.12%
32
Great-West Core Strategies: International Equity F...Foreign Large Cap EquitiesJun 25, 20180.65%
3.87%
3.91%
37
Great-West Large Cap Value FundLarge Cap Value EquitiesNov 1, 19940.96%
4.66%
19.45%
1.72%
34
The Mexico FundLatin America EquitiesJun 1, 19810.02%
12.46%
7.36%
4.80%
88
Great-West International Growth FundForeign Large Cap EquitiesMay 20, 20031.20%
-0.29%
6.39%
5.14%
6
Great-West International Index FundForeign Large Cap EquitiesJan 13, 20110.65%
6.47%
8.67%
3.14%
44
Great-West S&P Small Cap 600 Index FundSmall Cap Blend EquitiesDec 1, 19930.56%
8.75%
9.79%
6.85%
26
Great-West International Value FundForeign Large Cap EquitiesDec 1, 19931.07%
6.55%
9.32%
5.60%
61
Great-West Large Cap Growth FundLarge Cap Growth EquitiesMay 21, 20031.00%
-4.70%
15.20%
13.54%
10
Great-West Small Cap Value FundSmall Cap Value EquitiesNov 1, 19941.09%
10.12%
9.29%
0.44%
22
Great-West S&P Mid Cap 400 Index FundMid Cap Blend EquitiesJan 20, 20110.55%
7.17%
10.02%
6.21%
21
Great-West T. Rowe Price Mid Cap Growth FundMid Cap Growth EquitiesJul 1, 19971.02%
-1.18%
9.13%
1.70%
6
Great-West Small Cap Growth FundSmall Cap Growth EquitiesSep 10, 20151.19%
1.56%
11.02%
4.79%
16
Great-West Mid Cap Value FundMid Cap Value EquitiesMay 15, 20081.15%
8.32%
7.70%
5.52%
29

Rows per page

2221–2240 of 3625

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.

0%Annualized Volatility0%Annualized Return

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