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
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	Apr 1, 2003	1.46%	9.35%	9.81%	0.69%	86
NELIX	Nuveen Equity Long/Short Fund	Long-Short	Dec 29, 2008	1.35%	1.94%	10.08%	3.74%	56
NEQIX	Neuberger Berman U.S. Equity Impact Fund	Mid Cap Blend Equities	Mar 22, 2021	0.90%	—	—	38.25%	—
NESGX	Needham Small Cap Growth Fund	Small Cap Growth Equities	May 22, 2002	1.85%	27.63%	16.18%	0.00%	70
NESIX	Needham Small Cap Growth Fund Institutional	Small Cap Growth Equities	Dec 30, 2016	1.18%	27.89%	—	0.00%	70
NEXTX	Shelton Green Alpha Fund	Mid Cap Growth Equities	Mar 12, 2013	1.16%	7.41%	11.30%	0.19%	42
NFEPX	Columbia Large Cap Growth Opportunity Fund	Large Cap Growth Equities	Dec 31, 1997	0.80%	-4.94%	14.34%	5.35%	22
NFFFX	American Funds New World Fund	Emerging Markets Equities	Jun 17, 1999	0.68%	5.21%	10.37%	5.71%	69
NFJ	Virtus Dividend, Interest and Premium Strategy Fun...	Dividend	Feb 28, 2005	0.02%	5.96%	9.59%	9.15%	69
NFJEX	Virtus NFJ Dividend Value Fund	Large Cap Value Equities	May 8, 2000	0.70%	8.33%	9.15%	11.54%	52
NGRRX	Nuveen International Value Fund	Foreign Large Cap Equities	Dec 19, 1999	0.89%	4.86%	8.90%	0.22%	59
NGUAX	Neuberger Berman Guardian Fund	Large Cap Growth Equities	Jun 1, 1950	0.82%	-3.94%	15.24%	12.94%	21
NICSX	Nicholas Fund	Large Cap Growth Equities	Jul 14, 1969	0.71%	-4.16%	11.15%	9.62%	7
NILTX	Neuberger Berman International Select Fund	Foreign Large Cap Equities	Jul 31, 2006	1.19%	1.84%	6.50%	0.00%	9
NINDX	Columbia Large Cap Index Fund	Large Cap Blend Equities	Dec 15, 1993	0.20%	-0.02%	14.51%	27.15%	52
NINLX	Neuberger Berman Intrinsic Value Fund	Small Cap Blend Equities	May 10, 2010	1.01%	9.32%	11.74%	3.89%	66
NLCAX	Voya Large-Cap Growth Fund	Large Cap Growth Equities	Jul 21, 1997	0.97%	-6.15%	14.16%	17.22%	13
NLSIX	Neuberger Berman Long Short Fund	Long-Short	Dec 28, 2011	1.28%	-0.35%	6.76%	0.05%	24
NMANX	Neuberger Berman Mid Cap Growth Fund	Mid Cap Growth Equities	Mar 1, 1979	0.83%	0.61%	11.95%	22.95%	11
NMAVX	Nuance Mid Cap Value Fund	Mid Cap Value Equities	Dec 31, 2013	1.22%	4.66%	8.12%	0.95%	23

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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