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
OFSAX	Olstein Strategic Opportunities Fund	Small Cap Value Equities	Nov 1, 2006	1.60%	3.32%	6.80%	2.54%	15
OFVIX	O'Shaughnessy Market Leaders Value Fund	Large Cap Value Equities	Feb 26, 2016	0.56%	6.18%	—	17.45%	64
OGEAX	JPMorgan Equity Index Fund Class A	Large Cap Blend Equities	Feb 18, 1992	0.45%	0.64%	14.11%	0.74%	46
OGIIX	Invesco Global Opportunities Fund Class R6	Global Equities	Jan 27, 2012	0.73%	8.50%	6.69%	0.45%	24
OIDAX	Invesco International Diversified Fund Class A	Global Equities	Sep 27, 2005	0.42%	5.34%	6.54%	34.01%	35
OIDYX	Invesco International Diversified Fund	Foreign Large Cap Equities	Sep 26, 2005	0.19%	5.43%	6.81%	33.14%	47
OIEIX	JPMorgan Equity Income Fund Class A	Dividend	—	0.95%	5.59%	11.47%	10.29%	49
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	Jul 2, 1987	0.45%	5.74%	12.02%	10.52%	50
OIGAX	Invesco Oppenheimer International Growth Fund Clas...	Foreign Large Cap Equities	Mar 25, 1996	1.10%	-2.07%	5.31%	44.98%	10
OIIEX	Optimum International Fund	Foreign Large Cap Equities	Aug 1, 2003	1.04%	5.78%	8.22%	1.32%	42
OILGX	Optimum Large Cap Growth Fund	Large Cap Growth Equities	Aug 1, 2003	0.89%	-2.33%	16.09%	14.38%	22
OILVX	Optimum Large Cap Value Fund	Large Cap Value Equities	Aug 1, 2003	0.92%	4.71%	10.63%	7.41%	51
OIOIX	AXS Income Opportunities Fund	Preferred Stock/Convertible Bonds	Jun 27, 2013	1.34%	1.53%	2.81%	4.87%	16
OISGX	Optimum Small-Mid Cap Growth Fund	Small Cap Growth Equities	Aug 1, 2003	1.29%	0.73%	12.20%	2.64%	23
OISVX	Optimum Small-Mid Cap Value Fund	Small Cap Value Equities	Aug 1, 2003	1.18%	7.24%	7.41%	6.16%	25
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	Feb 28, 1992	1.01%	-3.69%	18.22%	12.27%	12
OLVAX	JPMorgan Large Cap Value Fund Class A	Large Cap Value Equities	Feb 18, 1992	0.93%	2.77%	12.91%	7.34%	37
OMSYX	Invesco Main Street All Cap fd	Large Cap Blend Equities	Sep 25, 2000	0.83%	-0.66%	13.37%	4.98%	34
ONERX	One Rock Fund	Large Cap Growth Equities	Mar 6, 2020	1.75%	16.08%	—	20.78%	75
ONGAX	JPMorgan Investor Growth Fund Class A	Large Cap Growth Equities	Oct 12, 1996	0.97%	2.14%	11.03%	3.28%	45

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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