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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
Voya MidCap Opportunities FundMid Cap Growth EquitiesAug 20, 19980.93%
-3.77%
10.92%
14.50%
4
Northern Multi-Manager Global Listed Infrastructur...Energy EquitiesSep 17, 20120.96%
12.17%
8.04%
5.41%
78
Northern Active M International Equity FundForeign Large Cap EquitiesJun 22, 20060.84%
5.96%
10.24%
9.85%
59
Columbia Large Cap Enhanced Core FundLarge Cap Blend EquitiesJul 31, 19960.58%
-1.16%
14.28%
13.21%
48
Neuberger Berman MLPMLPs, Energy EquitiesMar 26, 20132.72%
20.92%
12.22%
6.95%
50
Columbia Mid Cap Index FundMid Cap Blend EquitiesMar 31, 20000.20%
7.26%
10.52%
8.71%
44
Columbia Small Cap Index FundSmall Cap Blend EquitiesOct 15, 19960.20%
8.84%
10.39%
11.13%
50
Neuberger Berman Multi-Cap Opportunities FundLarge Cap Blend EquitiesNov 2, 20060.82%
-0.51%
12.69%
0.69%
36
Natixis Funds Trust I Oakmark International FundForeign Large Cap EquitiesDec 14, 20101.15%
-2.31%
6.96%
3.18%
25
Northern Income Equity FundLarge Cap Value EquitiesMar 31, 19940.49%
2.08%
13.13%
7.82%
39
Northern International Equity FundForeign Large Cap EquitiesMar 30, 19940.51%
7.45%
9.49%
0.73%
72
Northern International Equity Index FundForeign Large Cap EquitiesMar 22, 20050.10%
6.37%
9.37%
3.36%
50
Northern Large Cap Core FundLarge Cap Blend EquitiesDec 16, 20050.45%
0.57%
14.24%
8.53%
48
Northern Large Cap Value FundLarge Cap Value EquitiesAug 3, 20000.57%
5.44%
11.27%
4.45%
46
Northern Mid Cap Index FundMid Cap Blend EquitiesMar 22, 20050.10%
7.31%
11.03%
6.46%
25
Northern Small Cap Value FundSmall Cap Value EquitiesMar 31, 19941.00%
10.65%
8.65%
39.76%
46
Northern Stock Index FundLarge Cap Blend EquitiesOct 7, 19960.05%
0.02%
14.65%
2.94%
40
Neuberger Berman Large Cap Value FundLarge Cap Value EquitiesJan 20, 19750.79%
10.18%
13.75%
5.83%
84
Nicholas Partners Small Cap Growth FundSmall Cap Growth EquitiesJan 16, 20191.13%
11.47%
4.04%
62
Nuveen Preferred Securities & Income FundPreferred Stock/Convertible BondsDec 18, 20060.74%
0.22%
5.47%
5.84%
84

Rows per page

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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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