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
OANIX	Oakmark International Fund Institutional Class	Foreign Large Cap Equities	Nov 30, 2016	0.82%	-1.11%	—	2.14%	23
OANMX	Oakmark Fund Institutional Class	Large Cap Value Equities	Nov 30, 2016	0.68%	-0.14%	—	1.14%	26
OARDX	Invesco Rising Dividends Fund	Large Cap Blend Equities	Apr 30, 1980	1.00%	0.60%	12.08%	8.00%	38
OASDX	Oakhurst Strategic Defined Risk Fund	Long-Short	May 9, 2017	1.89%	0.08%	—	8.80%	30
OAYLX	Oakmark Select Fund Advisor Class	Large Cap Blend Equities	Nov 30, 2016	0.87%	-6.04%	—	0.56%	10
OAYMX	Oakmark Fund Advisor Class	Large Cap Value Equities	Nov 30, 2016	0.70%	-0.15%	—	1.12%	27
OAZMX	Oakmark Fund R6 Class	Large Cap Value Equities	Dec 15, 2020	0.62%	-0.12%	—	1.20%	27
OBCHX	Oberweis China Opportunities Fund	China Equities	Oct 2, 2005	2.03%	16.65%	8.73%	0.87%	71
OBEGX	Oberweis Global Opportunities Fund	Global Equities	Jan 6, 1987	1.51%	13.61%	10.75%	11.14%	69
OBIIX	Oberweis International Opportunities Institutional...	Foreign Small & Mid Cap Equities	Mar 9, 2014	1.10%	6.96%	7.55%	1.03%	40
OBIOX	Oberweis International Opportunities Fund	Foreign Small & Mid Cap Equities	Jan 31, 2007	1.60%	6.81%	7.23%	1.03%	39
OBMCX	Oberweis Micro Cap Fund	Small Cap Growth Equities	Dec 29, 1995	1.48%	28.53%	20.73%	1.10%	83
OBSOX	Oberweis Small-Cap Opportunities Fund	Small Cap Growth Equities	Sep 16, 1996	1.25%	17.89%	17.36%	0.00%	66
ODIIX	Invesco Discovery Fund Class R6	Small Cap Growth Equities	Jan 27, 2012	0.65%	18.31%	16.26%	8.40%	62
ODVYX	Invesco Developing Markets Fund Class Y	Emerging Markets Equities	Sep 7, 2005	1.05%	9.53%	6.81%	39.35%	77
OEGAX	Invesco Discovery Mid Cap Growth Fund Class A	Mid Cap Growth Equities	Nov 1, 2000	1.05%	15.21%	12.84%	7.90%	38
OEGYX	Invesco Discovery Mid Cap Growth Fund	Mid Cap Growth Equities	Nov 1, 2000	0.78%	15.30%	13.13%	6.46%	58
OEPIX	Oil Equipment & Services UltraSector ProFund	Energy Equities	Jun 4, 2006	1.65%	73.77%	-20.36%	0.50%	87
OFALX	Olstein All Cap Value Fund	Large Cap Value Equities	Sep 21, 1995	2.15%	1.51%	7.87%	8.43%	15
OFIGX	Oberweis Focused International Growth Fund	Foreign Large Cap Equities	Mar 30, 2022	0.95%	6.21%	—	0.69%	44

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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