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
PFTEX	PFG Meeder Tactical Strategy Fund	Tactical Allocation	Dec 10, 2017	2.05%	2.35%	—	9.23%	41
PGFIX	Virtus Silvant Focused Growth Fund Class Inst	Large Cap Growth Equities	Mar 31, 1999	0.67%	-3.95%	17.97%	5.65%	20
PGGAX	American Funds Global Growth Portfolio Class A	Global Equities	May 18, 2012	0.78%	3.12%	11.56%	5.44%	55
PGHAX	Putnam Global Health Care Fund	Health & Biotech Equities	Aug 17, 2020	0.72%	-1.57%	—	1.89%	8
PGIIX	Polen Global Growth Fund	Global Equities	Dec 29, 2014	0.99%	-9.27%	9.84%	23.82%	1
PGILX	Putnam Focused Equity Fund	Large Cap Growth Equities	Dec 18, 2008	0.90%	0.75%	14.20%	7.80%	52
PGINX	Impax Global Environmental Markets Fund Institutio...	Global Equities, Sustainable, Alternative Energy Equities	Mar 27, 2008	0.90%	8.24%	10.38%	21.90%	36
PGJZX	PGIM Jennison Global Infrastructure Fund	Energy Equities	Sep 24, 2013	1.17%	11.13%	9.80%	6.47%	69
PGKZX	PGIM Jennison Technology Fund	Technology Equities	Jun 18, 2018	0.85%	2.93%	—	5.30%	35
PGLOX	T. Rowe Price Global Consumer Fund	Consumer Staples Equities	Jun 26, 2016	1.05%	0.16%	—	53.18%	13
PGNAX	PGIM Jennison Natural Resources Fund	Energy Equities	Jan 21, 1990	1.27%	23.34%	12.17%	0.78%	93
PGOAX	PGIM Jennison Small Company Fund	Small Cap Growth Equities	Jan 22, 1990	1.13%	7.83%	12.40%	7.52%	50
PGOFX	Pioneer Select Mid Cap Growth Fund	Mid Cap Growth Equities	Jun 30, 1993	0.99%	8.14%	13.04%	15.36%	64
PGOYX	Putnam Large Cap Growth Y	Large Cap Growth Equities	Aug 27, 1999	0.65%	-1.51%	17.74%	5.31%	21
PGROX	BNY Mellon Worldwide Growth Fund	Global Equities	Jul 14, 1993	1.13%	-0.16%	11.77%	17.75%	19
PGRTX	Principal SmallCap Growth Fund I	Small Cap Growth Equities	Dec 6, 2000	0.94%	6.91%	13.07%	8.60%	39
PGSGX	JPMorgan Small Cap Growth Fund	Small Cap Growth Equities	Jul 1, 1991	1.24%	7.11%	12.07%	6.90%	26
PGTAX	Putnam Global Technology Fund Class A	Technology Equities	Dec 18, 2008	1.04%	5.56%	22.06%	10.85%	52
PGTYX	Putnam Global Technology Fund	Technology Equities	Dec 17, 2008	0.62%	7.75%	22.60%	10.05%	61
PGUAX	Virtus Duff & Phelps Global Infrastructure Fund	Energy Equities	Dec 29, 2004	1.27%	11.51%	7.86%	7.90%	57

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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