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
MXVIX	Great-West S&P 500 Index Fund	Large Cap Blend Equities	Sep 8, 2003	0.51%	-0.09%	13.79%	0.38%	27
MXXIX	Marsico Midcap Growth Focus Fund	Mid Cap Growth Equities	Feb 1, 2000	1.33%	7.30%	16.62%	11.13%	49
MXXVX	Matthew 25 Fund	Large Cap Blend Equities	Oct 16, 1995	1.07%	-2.22%	13.36%	15.11%	42
MYI	BlackRock MuniYield Quality Fund III	Municipal Bonds	Apr 13, 1992	2.16%	3.20%	1.60%	6.03%	26
MYIFX	Monetta Young Investor Growth Fund	Large Cap Growth Equities	Dec 12, 2006	1.37%	-2.35%	13.44%	19.46%	31
MYIIX	MainStay WMC International Research Equity Fund	Foreign Large Cap Equities	Sep 28, 2007	0.86%	7.63%	7.43%	2.71%	89
MYIMX	Victory Integrity Mid-Cap Value Fund	Mid Cap Value Equities	Jul 1, 2011	0.75%	7.80%	10.92%	4.00%	48
MYISX	Victory Integrity Small/Mid-Cap Value Fund	Mid Cap Value Equities	Jul 1, 2011	0.09%	6.04%	10.84%	4.10%	46
NAEFX	New Alternatives Fund Investor Class	Alternative Energy Equities	Sep 3, 1982	1.28%	13.48%	10.71%	0.82%	87
NAESX	Vanguard Small Cap Index Fund	Small Cap Blend Equities	Oct 3, 1960	0.17%	6.19%	11.02%	1.17%	45
NALFX	New Alternatives Fund	Global Equities	Sep 2, 1982	0.89%	13.55%	10.98%	1.03%	85
NAMAX	Columbia Select Mid Cap Value Fund	Mid Cap Value Equities	Nov 20, 2001	0.88%	12.66%	11.02%	5.93%	75
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	Jan 18, 2000	0.63%	-0.68%	20.33%	3.65%	41
NAVFX	Sector Rotation Fund	Tactical Allocation	Dec 30, 2009	1.97%	0.56%	10.62%	2.20%	42
NAWGX	Voya Global High Dividend Low Volatility Fund	Global Equities	Apr 18, 1993	0.85%	3.92%	9.38%	4.05%	43
NBGIX	Neuberger Berman Genesis Fund Institutional Class	Small Cap Growth Equities	Jul 1, 1999	0.84%	6.15%	9.78%	15.46%	13
NBGNX	Neuberger Berman Genesis Fund	Small Cap Growth Equities	Sep 27, 1988	0.99%	6.10%	9.60%	15.42%	13
NBHIX	Neuberger Berman Equity Income Fund	Large Cap Value Equities	Nov 2, 2006	0.70%	8.09%	10.06%	1.47%	48
NBIIX	Neuberger Berman International Equity Fund	Foreign Large Cap Equities	Jun 16, 2005	0.87%	1.62%	6.74%	0.00%	6
NBMIX	Neuberger Berman Small Cap Growth Fund	Small Cap Growth Equities	Oct 20, 1998	1.28%	4.56%	14.45%	6.44%	26

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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