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
NBNGX	SIT Mid Cap Growth Fund	Mid Cap Growth Equities	Sep 2, 1982	1.25%	2.94%	15.59%	3.29%	40
NBRVX	Neuberger Berman Mid Cap Intrinsic Value Fund	Mid Cap Value Equities	Jun 1, 1999	1.49%	4.11%	7.30%	10.79%	49
NBSRX	Neuberger Berman Sustainable Equity Fund	Large Cap Blend Equities	Mar 16, 1994	0.85%	1.04%	13.63%	2.33%	39
NBSSX	Neuberger Berman Focus Fund	Global Equities	Oct 18, 1955	0.89%	-1.76%	10.90%	9.96%	36
NBXG	Neuberger Berman Next Generation Connectivity Fund	Technology Equities	May 25, 2021	1.37%	-2.86%	—	9.66%	27
NCBVX	PGIM Quant Solutions Mid-Cap Value Fund	Mid Cap Value Equities	Aug 19, 1998	1.95%	8.60%	7.53%	0.63%	69
NCEGX	The North Country Large Cap Equity Fund	Large Cap Growth Equities	Mar 1, 2001	0.99%	-3.28%	14.40%	2.93%	26
NCGFX	New Covenant Growth Fund	Large Cap Blend Equities	Jul 1, 1999	0.97%	-0.09%	12.95%	9.68%	48
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	May 18, 1987	0.85%	-10.63%	7.30%	8.43%	1
NCTWX	Nicholas II Fund	Mid Cap Growth Equities	Oct 17, 1983	0.59%	-5.63%	8.96%	13.18%	3
NCVLX	Nuance Concentrated Value Fund	Large Cap Value Equities	May 31, 2011	1.04%	3.93%	7.51%	1.68%	21
NDVAX	MFS New Discovery Value Fund Class A	Small Cap Value Equities	May 26, 2011	1.21%	6.50%	10.68%	9.97%	25
NDVIX	MFS New Discovery Value Fund	Small Cap Value Equities	May 26, 2011	0.93%	6.54%	10.71%	10.10%	26
NEAGX	Needham Aggressive Growth Fund	Small Cap Growth Equities	Sep 4, 2001	1.86%	21.42%	19.33%	1.76%	78
NEAIX	Needham Aggressive Growth Fund Institutional Class	Small Cap Growth Equities	Dec 30, 2016	1.20%	21.55%	—	1.66%	81
NEEGX	Needham Growth Fund	Mid Cap Growth Equities	Jan 2, 1996	1.78%	26.73%	13.93%	5.97%	66
NEFFX	American Funds The New Economy Fund® Class F-2	Global Equities	Aug 1, 2008	0.52%	0.99%	14.62%	9.78%	65
NEFJX	Natixis Funds Trust I Vaughan Nelson Small Cap Val...	Small Cap Blend Equities	Dec 31, 1996	1.25%	6.65%	10.61%	7.81%	23
NEFOX	Natixis Funds Trust II Oakmark Fund	Large Cap Value Equities	May 6, 1931	1.05%	-0.70%	13.85%	10.21%	12
NEFSX	Natixis Funds Trust I U.S. Equity Opportunities Fu...	Large Cap Growth Equities	Jul 7, 1994	1.14%	-4.83%	14.92%	9.78%	12

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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