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
NUGIX	Nuveen Global Dividend Growth Fund	Global Equities	Jun 10, 2012	0.89%	0.73%	9.24%	11.36%	33
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	May 15, 2009	0.83%	-5.22%	16.23%	23.69%	13
NWAUX	Nationwide GQG US Quality Equity Fund	Large Cap Blend Equities	Jan 24, 2021	0.74%	7.21%	—	4.80%	7
NWGSX	Nationwide WCM Focused Small Cap Fund	Small Cap Blend Equities	Mar 1, 2007	0.89%	-1.60%	7.48%	26.09%	4
NWHFX	Nationwide Bailard Cognitive Value Fund	Small Cap Value Equities	May 30, 2001	1.00%	12.06%	10.30%	10.34%	69
NWHLX	Nationwide Bailard International Equities Fund	Foreign Large Cap Equities	Sep 4, 1979	0.93%	9.44%	8.78%	7.58%	73
NWHQX	Nationwide Bailard Technology and Science Fund	Technology Equities	May 29, 2001	0.92%	-3.87%	18.73%	12.18%	11
NWHVX	Nationwide Geneva Mid Cap Growth Fund	Mid Cap Growth Equities	Jan 4, 1999	1.07%	-6.54%	8.71%	8.52%	1
NWJCX	Nationwide NYSE Arca Tech 100 Index Fund	Technology Equities	Jun 9, 1996	0.65%	10.27%	18.43%	3.92%	63
NWKDX	Nationwide Geneva Small Cap Growth Fund	Small Cap Growth Equities	Jun 12, 2009	0.94%	0.71%	9.33%	2.60%	2
NWXVX	Nationwide International Small Cap Fund	Foreign Small & Mid Cap Equities	Dec 28, 2016	1.03%	8.80%	—	11.04%	81
NWZNX	Nationwide Loomis All Cap Growth Fund	Large Cap Growth Equities	May 31, 2017	1.07%	-7.21%	—	9.30%	9
NXG	NXG NextGen Infrastructure Income Fund	Global Equity Income	Sep 28, 2012	1.00%	10.03%	—	11.94%	49
NYVTX	Davis New York Venture Fund	Large Cap Blend Equities	Feb 17, 1969	0.89%	4.81%	12.85%	10.93%	71
OAKEX	Oakmark International Small Cap Fund	Foreign Small & Mid Cap Equities	Oct 31, 1995	1.34%	-3.06%	7.53%	5.41%	12
OAKGX	Oakmark Global Fund	Global Equities	Aug 3, 1999	1.11%	-1.54%	9.70%	1.13%	20
OAKIX	Oakmark International Fund	Foreign Large Cap Equities	Sep 29, 1992	1.04%	-1.20%	6.93%	1.87%	22
OAKLX	Oakmark Select Fund	Large Cap Value Equities	Nov 1, 1996	0.98%	-6.07%	10.37%	0.41%	9
OAKMX	Oakmark Fund Investor Class	Large Cap Value Equities	Aug 5, 1991	0.91%	-0.20%	13.62%	0.92%	25
OAKWX	Oakmark Global Select Fund	Global Equities	Oct 1, 2006	1.10%	-4.36%	8.62%	1.50%	7

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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