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
PBFDX	Payson Total Return Fund	Large Cap Blend Equities	Nov 25, 1991	0.82%	3.91%	15.91%	1.84%	55
PBQAX	PGIM Jennison Blend Fund	Large Cap Growth Equities	Jan 22, 1990	0.94%	2.91%	14.85%	9.69%	48
PBSIX	Polen U.S. Small Company Growth Fund	Small Cap Growth Equities	Nov 1, 2017	1.26%	13.20%	—	0.00%	35
PCBIX	Principal MidCap Fund Institutional Class	Mid Cap Growth Equities	Dec 6, 2000	0.67%	-7.47%	12.18%	6.28%	1
PCCOX	T. Rowe Price U.S. Equity Research Fund I Class	Large Cap Blend Equities	Nov 29, 2016	0.34%	1.38%	—	1.75%	63
PCFAX	PIMCO RAE PLUS Small Fund	Small Cap Value Equities	Sep 30, 2011	1.21%	5.84%	3.68%	2.81%	50
PCFIX	PIMCO RAE PLUS Small Fund	Small Cap Value Equities	Sep 30, 2011	0.85%	5.99%	4.30%	2.82%	51
PCGRX	Pioneer Mid Cap Value Fund	Mid Cap Value Equities	Jul 25, 1990	1.05%	7.94%	9.24%	6.66%	50
PCIEX	PACE International Equity Investments	Foreign Large Cap Equities	Aug 24, 1995	1.33%	4.92%	9.80%	12.25%	52
PCKPX	PIMCO StocksPLUS Small Fund	Small Cap Blend Equities	Apr 30, 2008	0.80%	7.32%	10.07%	3.94%	55
PCLCX	PACE Large Co Growth Equity Investments	Large Cap Growth Equities	Aug 24, 1995	0.88%	-5.60%	13.90%	21.88%	7
PCLVX	PACE Large Co Value Equity Investments	Large Cap Value Equities	Aug 24, 1995	1.07%	4.58%	10.29%	12.84%	43
PCSFX	Principal Capital Securities Fund	Preferred Stock/Convertible Bonds	Mar 13, 2014	0.00%	0.25%	5.56%	5.54%	85
PCSGX	PACE Small/Medium Co Growth Equity Investments	Small Cap Growth Equities	Aug 24, 1995	1.03%	0.35%	10.15%	6.38%	9
PCSVX	PACE Small/Medium Co Value Equity Investments	Small Cap Value Equities	Aug 24, 1995	1.02%	7.66%	8.21%	3.29%	26
PDFDX	Perkins Discovery Fund	Health & Biotech Equities	Apr 8, 1998	2.50%	-10.75%	9.28%	4.76%	8
PDGIX	T. Rowe Price Dividend Growth Fund	Large Cap Value Equities, Dividend	Dec 17, 2015	0.51%	3.55%	12.82%	7.96%	39
PDIAX	Virtus KAR Equity Income Fund	Large Cap Blend Equities	Sep 25, 1997	1.20%	7.22%	10.11%	6.43%	54
PDT	John Hancock Premium Dividend Fund	Dividend	Dec 14, 1989	5.06%	7.38%	7.10%	7.44%	36
PEAFX	PIMCO RAE Emerging Markets Fund Class A	Emerging Markets Equities	Jun 5, 2015	1.10%	14.68%	10.50%	2.59%	81

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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