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
PEGZX	PGIM Jennison Mid-Cap Growth Fund	Mid Cap Growth Equities	Dec 31, 1996	0.71%	-4.07%	14.39%	8.45%	5
PEIYX	Putnam Large Cap Value Fund	Large Cap Value Equities	Jan 10, 1998	0.65%	4.84%	13.64%	5.04%	69
PEMGX	Principal MidCap Fund Class A	Mid Cap Blend Equities	Jun 28, 2005	0.91%	-7.54%	11.91%	6.61%	1
PENNX	Royce Pennsylvania Mutual Fund	Small Cap Blend Equities	Oct 31, 1972	0.92%	11.26%	11.49%	6.02%	52
PEO	Adams Natural Resources Closed Fund	Energy Equities	Jan 30, 1929	0.64%	23.11%	10.80%	7.66%	70
PEOPX	BNY Mellon S&P 500 Index Fund	S&P 500	Jan 2, 1990	0.50%	0.82%	13.96%	10.26%	46
PEQIX	Pioneer Equity Income Fund	Large Cap Value Equities	Jul 25, 1990	1.02%	5.72%	9.10%	8.51%	41
PEQSX	Putnam Large Cap Value Fund Class R6	Large Cap Value Equities	Jul 2, 2012	0.54%	4.86%	13.79%	5.09%	70
PEQUX	Putnam Focused International Equity Fund	Foreign Large Cap Equities	Jul 1, 1994	1.07%	4.16%	9.80%	6.69%	55
PESPX	BNY Mellon MidCap Index Fund	Mid Cap Blend Equities	Jun 29, 1998	0.50%	8.01%	10.64%	11.33%	39
PEXMX	T. Rowe Price Extended Equity Market Index Fund	Mid Cap Growth Equities	Jan 30, 1998	0.23%	4.45%	11.83%	6.78%	37
PEYAX	Putnam Large Cap Value Fund	Large Cap Value Equities	Jun 15, 1977	0.88%	4.79%	12.82%	4.85%	68
PFFFX	PFG Equity Index Focused Strategy Fund	Global Equities	Apr 30, 2020	2.02%	3.19%	—	3.40%	66
PFFSX	PFG Sector Equity Business Cycle Strategy Fund	Large Cap Blend Equities	Apr 30, 2020	2.03%	2.43%	—	16.79%	58
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock/Convertible Bonds	Apr 12, 2015	0.79%	0.98%	6.22%	3.80%	82
PFSEX	PFG JP Morgan Tactical Aggressive Strategy Fund	Global Equities	Dec 10, 2017	2.05%	2.06%	—	17.01%	44
PFSLX	Paradigm Select Fund	Mid Cap Blend Equities	Jan 3, 2005	1.16%	25.72%	15.64%	0.11%	81
PFSMX	PFG MFS Aggressive Growth Strategy Fund	Global Equities	Dec 10, 2017	2.05%	3.64%	—	9.19%	40
PFSVX	iMGP SBH Focused Small Value Fund	Small Cap Value Equities	Jul 30, 2020	1.15%	3.42%	—	4.12%	13
PFSZX	PGIM Jennison Financial Services Fund	Financials Equities	Jun 30, 1999	1.00%	-4.65%	12.89%	10.18%	7

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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