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
OWLLX	Channing Intrinsic Value Small-Cap Fund	Small Cap Value Equities	Jun 29, 2021	0.95%	11.84%	—	0.58%	53
OWLSX	Old Westbury Large Cap Strategies Fund	Global Equities	Oct 21, 1993	1.09%	1.98%	9.90%	12.27%	26
OWSMX	Old Westbury Small & Mid Cap Strategies Fund	Global Equities	Apr 4, 2005	1.10%	7.81%	7.69%	7.80%	61
PAAIX	PIMCO All Asset Fund	Tactical Allocation	Nov 5, 2002	1.40%	6.69%	6.89%	7.31%	93
PAAOX	T. Rowe Price Asia Opportunities Fund	Asia Pacific Equities	May 20, 2014	1.25%	6.25%	8.82%	0.60%	51
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	Jan 2, 1990	1.46%	3.61%	—	0.03%	80
PAGLX	T. Rowe Price Global Growth Stock Fund	Global Equities	Oct 26, 2008	1.10%	2.26%	11.76%	11.32%	32
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	Large Cap Blend Equities	Jan 2, 1990	1.21%	3.68%	19.44%	0.03%	81
PAHWX	PGIM Jennison International Small-Mid Cap Opportun...	Foreign Small & Mid Cap Equities	Sep 13, 2021	1.41%	—	—	0.00%	—
PAPPX	Papp Small & Mid-Cap Growth Fund	Mid Cap Growth Equities	Mar 8, 2010	1.27%	0.49%	8.38%	3.14%	9
PARMX	Parnassus Mid Cap Fund	Mid Cap Blend Equities	Apr 29, 2005	0.96%	4.15%	9.08%	9.84%	38
PARNX	Parnassus Mid Cap Growth Fund	Mid Cap Growth Equities	Dec 27, 1984	0.80%	-2.01%	8.86%	17.71%	20
PARWX	Parnassus Endeavor Fund	Large Cap Value Equities	Apr 29, 2005	0.88%	4.96%	14.27%	11.57%	76
PAUIX	PIMCO All Asset All Authority Fund	Tactical Allocation	Oct 30, 2003	0.21%	6.16%	4.78%	6.80%	83
PAULX	T. Rowe Price U.S. Large-Cap Core Fund	Large Cap Blend Equities	Jun 26, 2009	0.97%	2.36%	12.77%	7.23%	36
PAXDX	Pax Global Sustainable Infrastructure Fund	Energy Equities	Dec 15, 2016	0.83%	5.11%	—	2.06%	30
PAXGX	Pax Global Opportunities Fund	Global Equities	Jun 26, 2018	1.21%	-1.20%	—	6.95%	9
PAXLX	PAX LARGE CAP FUND	Large Cap Blend Equities	Dec 16, 2016	0.97%	-2.63%	—	30.17%	20
PBCKX	Principal Blue Chip Fund	Large Cap Growth Equities	Jun 14, 2012	0.66%	-6.28%	15.96%	21.28%	4
PBEAX	PGIM Jennison Value Fund	Large Cap Value Equities	Jan 22, 1990	1.09%	5.46%	13.08%	9.59%	67

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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