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
BARIX	Baron Asset Fund Institutional Class	Mid Cap Growth Equities	May 29, 2009	1.03%	-7.79%	10.61%	11.48%	6
BASMX	iShares Total U.S. Stock Market Index Fund Investo...	Large Cap Blend Equities	Aug 13, 2015	0.33%	-3.35%	13.39%	0.88%	46
BBGLX	Bridge Builder Large Cap Growth Fund	Large Cap Growth Equities	Apr 27, 2015	0.19%	-8.96%	12.42%	0.00%	4
BBGSX	Bridge Builder Small/Mid Cap Growth Fund	Mid Cap Growth Equities	Apr 27, 2015	0.38%	-3.44%	9.79%	0.00%	9
BBHLX	BBH Partner Fund - International Equity	Foreign Large Cap Equities	Oct 24, 2002	0.68%	-0.97%	8.09%	1.73%	37
BBIEX	Bridge Builder International Equity Fund	Foreign Large Cap Equities	Jul 6, 2015	0.37%	0.90%	8.03%	0.00%	14
BBISX	Sterling Capital Behavioral Large Cap Value Equity...	Large Cap Value Equities	Oct 9, 1992	0.77%	5.01%	12.14%	1.42%	79
BBLIX	BBH Select Series - Large Cap Fund	Large Cap Growth Equities	Sep 9, 2019	0.70%	1.58%	—	9.39%	38
BBMIX	BBH Select Series - Mid Cap Fund	Mid Cap Growth Equities	May 23, 2021	0.90%	2.86%	—	0.00%	4
BBVLX	Bridge Builder Large Cap Value Fund	Large Cap Value Equities	Apr 27, 2015	0.23%	-0.64%	11.39%	1.84%	6
BBVSX	Bridge Builder Small/Mid Cap Value Fund	Mid Cap Value Equities	Apr 27, 2015	0.41%	3.24%	8.49%	0.00%	7
BCAIX	Boston Common ESG Impact International Fund	Foreign Large Cap Equities	Dec 29, 2010	0.86%	0.86%	6.48%	3.79%	50
BCAMX	Boston Common ESG Impact U.S. Equity Fund	Large Cap Blend Equities	Apr 30, 2012	1.00%	-3.70%	11.65%	6.48%	48
BCGDX	Blue Current Global Dividend Fund	Global Equities	Sep 17, 2014	0.99%	0.67%	10.99%	4.45%	85
BCIFX	Blue Chip Investor Fund	Large Cap Value Equities	Dec 31, 2001	1.00%	-5.64%	6.84%	3.32%	12
BCIIX	Brown Capital Management International Equity Fund	Foreign Large Cap Equities	May 27, 1999	1.25%	-12.70%	2.54%	0.00%	1
BCSIX	Brown Capital Management Small Company Fund	Small Cap Growth Equities	Jul 23, 1992	1.25%	-19.09%	-2.94%	0.00%	0
BCSSX	Brown Capital Management Small Company Fund Instit...	Small Cap Growth Equities	Jul 23, 1992	1.12%	-19.02%	-2.12%	0.00%	0
BCSVX	Brown Capital Management International Small Compa...	Foreign Small & Mid Cap Equities	Sep 29, 2015	1.31%	-17.31%	7.38%	0.45%	1
BCX	Blackrock Resources & Commodities Strategy Trust	Commodity Producers Equities	Mar 30, 2011	1.10%	13.74%	13.43%	6.81%	87

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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