Equity Mutual Funds List

Number of Funds: 3,784
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.58%
Avg. 1 Year Return: 22.03%
Median Risk/Return Score: 53 / 100

3702 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
AWWIX	CIBC Atlas International Growth Fund	Foreign Large Cap Equities	May 30, 2019	0.94%	5.39%	—	0.69%	25
AWYIX	CIBC Atlas Equity Income Fund	Dividend, Large Cap Growth Equities	Apr 30, 2010	0.95%	3.46%	—	2.11%	24
AXVIX	Acclivity Small Cap Value Fund	Small Cap Value Equities	Dec 31, 2018	3.64%	20.93%	—	3.55%	90
AZBIX	Virtus Small-Cap Fund	Small Cap Blend Equities	Jul 1, 2013	0.89%	20.46%	11.60%	4.07%	81
AZMIX	Virtus NFJ Emerging Markets Value Fund	Emerging Markets Equities	Dec 17, 2012	0.89%	14.57%	7.00%	2.75%	41
BACAX	BlackRock Energy Opportunities Fund	Energy Equities	Feb 16, 2005	1.32%	32.23%	8.77%	1.78%	79
BACIX	BlackRock Energy Opportunities Fund	Energy Equities	Feb 15, 2005	0.91%	32.47%	9.22%	2.05%	80
BADEX	BlackRock Defensive Advantage Emerging Markets Fun...	Emerging Markets Equities	Dec 20, 2020	1.06%	16.31%	—	11.31%	65
BAFWX	Brown Advisory Sustainable Growth Fund Institution...	Large Cap Growth Equities	Jun 29, 2012	0.64%	8.64%	15.45%	21.93%	8
BALPX	BlackRock Event Driven Equity Fund Investor Class ...	Event Driven	Dec 19, 2007	1.51%	2.94%	5.79%	3.33%	78
BARAX	Baron Asset Fund	Mid Cap Growth Equities	Jun 12, 1987	1.29%	-0.92%	10.40%	11.62%	7
BARIX	Baron Asset Fund Institutional Class	Mid Cap Growth Equities	May 29, 2009	1.03%	-0.78%	10.69%	10.67%	7
BASMX	iShares Total U.S. Stock Market Index Fund Investo...	Large Cap Blend Equities	Aug 13, 2015	0.33%	11.86%	14.34%	0.79%	68
BBGLX	Bridge Builder Large Cap Growth Fund	Large Cap Growth Equities	Apr 27, 2015	0.19%	4.67%	13.25%	0.00%	5
BBGSX	Bridge Builder Small/Mid Cap Growth Fund	Mid Cap Growth Equities	Apr 27, 2015	0.38%	8.23%	10.16%	0.00%	9
BBHLX	BBH Partner Fund - International Equity	Foreign Large Cap Equities	Oct 24, 2002	0.68%	10.27%	8.60%	1.56%	32
BBIEX	Bridge Builder International Equity Fund	Foreign Large Cap Equities	Jul 6, 2015	0.37%	11.40%	8.63%	0.00%	19
BBISX	Sterling Capital Behavioral Large Cap Value Equity...	Large Cap Value Equities	Oct 9, 1992	0.77%	22.54%	13.41%	1.26%	98
BBLIX	BBH Select Series - Large Cap Fund	Large Cap Growth Equities	Sep 9, 2019	0.70%	1.58%	—	9.39%	35
BBMIX	BBH Select Series - Mid Cap Fund	Mid Cap Growth Equities	May 23, 2021	0.90%	2.86%	—	0.00%	2

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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Time Period

Best Equity Mutual funds by Risk/Return Score

The top Equity Mutual funds by PortfoliosLab Risk/Return Score are VARBX (99) and ARKVX (99). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
VARBX	Vivaldi Merger Arbitrage Fund Class I	99	—	Oct 2015
ARKVX	ARK Venture Fund	99	—	Sep 2022
PKAIX	PIMCO RAE US Fund	98	—	Jun 2015
FGIPX	Nomura Growth and Income Fund Institutional Class	98	—	Oct 1993
BPLEX	Boston Partners Long/Short Equity Fund	98	—	Nov 1998

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (46.58%). Across the lineup, Equity Mutual funds show an average 1-year return of 22.03% and an average 5-year return of 8.74%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	46.58%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	38.10%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	35.29%	—	Dec 2000
UJPIX	ProFunds UltraJapan Fund	35.06%	—	Feb 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	34.95%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FEMSX (0.01%). With an average expense ratio of 0.95%, Equity Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 2019

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (911.82%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.58%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
EGFIX	Edgewood Growth Fund	911.82%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
IBGIX	VY Baron Growth Portfolio	212.88%	—	May 2002
PIUIX	Federated Hermes International Equity Fd	179.55%	—	Aug 1997
MSVVX	MetLife Small Company Equity Fund	152.02%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,986 Mutual funds Multi-Asset · 1,357 Mutual funds Alternatives · 136 Mutual funds Real Estate · 114 Mutual funds Commodity · 63 Mutual funds Preferred Stock · 23 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds Fixed Income · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.