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
PGVFX	Polaris Global Value Fund	Global Equities	May 31, 1998	0.99%	12.80%	10.41%	4.59%	92
PGWCX	Virtus Focused Growth Fund	Large Cap Growth Equities	Feb 24, 1984	1.70%	-2.39%	17.73%	14.21%	24
PHPIX	ProFunds Pharmaceuticals UltraSector Fund	Leveraged Equities, Leveraged	Jun 27, 2000	1.78%	1.42%	6.55%	0.88%	58
PHSKX	Virtus KAR Mid-Cap Growth Fund	Mid Cap Growth Equities	Dec 31, 1975	1.24%	-9.66%	10.18%	51.30%	1
PHSTX	Putnam Global Health Care Fund	Health & Biotech Equities	May 27, 1982	1.05%	-1.20%	9.08%	1.81%	9
PHSWX	Parvin Hedged Equity Solari World Fund	Long-Short	Jan 27, 2021	0.01%	10.97%	—	0.44%	19
PHSZX	PGIM Jennison Health Sciences Fund	Health & Biotech Equities	Jun 29, 1999	0.86%	-1.36%	12.82%	11.08%	24
PIDIX	Principal International Equity Index Fund	Foreign Large Cap Equities	Dec 30, 2009	0.32%	7.91%	9.07%	3.18%	51
PIEQX	T. Rowe Price International Equity Index Fund	Foreign Large Cap Equities	Nov 30, 2000	0.29%	7.86%	8.86%	2.96%	52
PIGDX	Federated Hermes International Growth Fund	Foreign Large Cap Equities	Feb 28, 2016	0.84%	10.77%	—	0.00%	0
PIGFX	Pioneer Fundamental Growth Fund	Large Cap Growth Equities	Aug 22, 2002	1.00%	-3.16%	13.65%	19.81%	14
PIIFX	Pioneer International Equity Fund	Foreign Large Cap Equities	Mar 25, 1993	1.15%	5.49%	10.28%	4.16%	67
PINDX	Pioneer Disciplined Growth Fund	Large Cap Growth Equities	Dec 15, 2005	1.05%	1.32%	15.40%	4.45%	40
PINIX	Principal International Fund I	Foreign Large Cap Equities	Dec 29, 2003	0.79%	5.91%	10.21%	3.53%	73
PINRX	Principal Diversified International Fund	Foreign Large Cap Equities	Dec 6, 2000	1.32%	5.62%	8.55%	1.94%	54
PINZX	Principal Overseas Fund	Foreign Large Cap Equities	Sep 29, 2008	0.97%	7.69%	11.54%	9.02%	64
PIODX	Pioneer Fund	Large Cap Blend Equities	Feb 10, 1928	1.06%	6.40%	16.06%	9.42%	75
PIOTX	Pioneer Core Equity Fund	Large Cap Blend Equities	Nov 18, 1999	0.88%	2.26%	12.77%	7.37%	56
PIPAX	PIMCO StocksPLUS® International Fund (U.S. Dollar-...	Foreign Large Cap Equities	Oct 31, 2003	1.15%	7.06%	11.41%	5.24%	43
PISHX	Cohen & Steers Preferred Securities and Income SMA...	Preferred Stock/Convertible Bonds	Feb 28, 2019	0.00%	0.69%	—	5.03%	92

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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