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
NQCFX	Northquest Capital Fund	Large Cap Growth Equities	Jan 15, 2002	1.47%	6.30%	10.44%	1.44%	28
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	Dec 15, 2006	0.74%	10.38%	14.02%	6.62%	86
NQGIX	Nuveen Global Equity Income Fund	Global Equities	Sep 14, 2009	0.85%	6.34%	10.02%	1.71%	89
NQVAX	Nuveen Multi-Cap Value Fund Class A	Large Cap Value Equities	Dec 9, 2002	1.15%	8.25%	12.65%	1.53%	75
NQVRX	Nuveen Multi Cap Value Fund	Mid Cap Value Equities	Nov 4, 1997	1.00%	8.33%	12.93%	1.73%	72
NRMGX	Neuberger Berman Mid Cap Growth Fund Class R6	Mid Cap Growth Equities	Mar 15, 2013	0.58%	0.68%	12.97%	22.92%	10
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	Mar 28, 2006	0.67%	0.55%	12.90%	8.92%	28
NSCRX	Nuveen Small-Cap Value Opportunities Fund	Small Cap Blend Equities	Dec 8, 2004	0.94%	8.23%	10.59%	8.40%	42
NSDVX	North Star Dividend Fund	Small Cap Value Equities	May 31, 2013	1.37%	12.83%	7.44%	2.93%	22
NSEIX	Nicholas Equity Income Fund	Large Cap Value Equities	Nov 23, 1993	0.70%	3.64%	10.19%	10.47%	50
NSEPX	Columbia Select Large Cap Equity Fund	Large Cap Blend Equities	Oct 2, 1998	0.55%	-1.41%	14.19%	3.06%	43
NSGRX	Northern Small Cap Core Fund	Small Cap Blend Equities	Sep 30, 1999	0.62%	7.82%	10.63%	14.70%	36
NSIDX	Northern Small Cap Index Fund	Small Cap Blend Equities	Sep 3, 1999	0.10%	6.59%	10.49%	1.48%	42
NSIVX	North Square Altrinsic International Equity Fund	Foreign Large Cap Equities	Dec 3, 2020	0.97%	2.67%	—	10.71%	40
NSMRX	Nuveen Small/Mid Cap Value Fund	Small Cap Blend Equities	Dec 15, 2006	1.05%	7.52%	12.00%	6.41%	47
NSMVX	North Star Micro Cap Fund	Small Cap Blend Equities	May 31, 2013	1.30%	7.42%	9.72%	3.46%	18
NSRIX	Northern Global Sustainability Index Fund	Global Equities	Mar 4, 2008	0.29%	-0.12%	12.31%	5.67%	40
NSVAX	Columbia Small Cap Value Fund II	Small Cap Value Equities	May 1, 2002	1.02%	10.79%	10.37%	14.35%	57
NTKLX	Voya Multi-Manager International Small Cap Fund	Foreign Small & Mid Cap Equities	Aug 30, 1994	1.53%	8.74%	10.08%	7.69%	76
NUESX	Northern U.S. Quality ESG Fund	Large Cap Blend Equities	Oct 2, 2017	0.39%	-0.78%	—	12.82%	27

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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