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
OPGIX	Invesco Global Opportunities Fund Class A	Foreign Small & Mid Cap Equities, Global Equities	Oct 22, 1990	1.04%	8.37%	6.27%	0.10%	24
OPMYX	Invesco Main Street Mid Cap Fund	Mid Cap Blend Equities	Aug 2, 1999	0.81%	3.45%	10.01%	7.73%	25
OPOCX	Invesco Discovery Fund	Small Cap Growth Equities	Sep 11, 1986	1.01%	18.19%	15.79%	11.35%	73
OPPAX	Invesco Global Fund	Global Equities	Dec 21, 1969	1.04%	-2.52%	11.00%	25.44%	14
OPTFX	Invesco Capital Appreciation Fund	Large Cap Growth Equities	Jan 22, 1981	0.95%	0.40%	14.82%	10.88%	21
ORDNX	North Square Preferred and Income Securities Fund	Large Cap Blend Equities	Jun 28, 2013	1.27%	0.60%	11.53%	6.65%	81
ORIGX	North Square Spectrum Alpha Fund	Small Cap Growth Equities	Jan 3, 1994	1.60%	6.70%	-0.20%	0.55%	42
ORSIX	North Square Dynamic Small Cap Fund	Small Cap Blend Equities	Sep 30, 2015	1.36%	7.41%	13.24%	2.62%	48
OSCBX	Overseas SMA Completion Portfolio	Foreign Large Cap Equities	Sep 11, 2019	0.00%	4.61%	—	2.76%	63
OSGIX	JPMorgan Mid Cap Growth Fund Class A	Mid Cap Growth Equities	Sep 21, 1994	1.14%	-1.21%	13.06%	12.46%	11
OSMAX	Invesco International Small-Mid Company Fund	Foreign Small & Mid Cap Equities	Nov 16, 1997	1.33%	0.82%	6.06%	19.96%	9
OSSIX	Invesco Main Street Small Cap Fund	Small Cap Blend Equities	May 17, 2013	0.68%	6.60%	11.18%	7.61%	24
OSTFX	Osterweis Fund	Large Cap Blend Equities	Oct 1, 1993	0.95%	1.46%	11.65%	5.90%	26
OSTGX	Osterweis Emerging Opportunity Fund	Small Cap Growth Equities	Nov 30, 2016	1.17%	3.19%	—	2.24%	15
OTCAX	MFS Mid Cap Growth Fund	Mid Cap Growth Equities	Dec 1, 1993	1.00%	-1.27%	11.80%	16.97%	5
OTCFX	T. Rowe Price Small-Cap Stock Fund	Small Cap Growth Equities	Jun 1, 1956	0.85%	8.69%	12.46%	13.11%	44
OTCKX	MFS Mid Cap Growth Fund Class R6	Mid Cap Growth Equities	Dec 1, 1993	0.65%	-1.16%	12.45%	15.06%	5
OTGAX	OTG Latin America Fund	Latin America Equities	May 6, 2019	2.22%	—	—	0.49%	—
OTPIX	ProFunds NASDAQ-100 Fund	Large Cap Growth Equities	Aug 7, 2000	1.48%	0.19%	19.14%	1.72%	32
OWACX	Old Westbury All Cap Core Fund	Large Cap Growth Equities	Mar 2, 1998	0.96%	1.09%	12.88%	8.09%	29

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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