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
PISIX	PIMCO StocksPLUS International Fund (U.S. Dollar-H...	Foreign Large Cap Equities	Oct 31, 2003	0.76%	7.25%	11.93%	4.79%	48
PISMX	Principal International Small Company Fund	Foreign Small & Mid Cap Equities	Dec 30, 2014	1.16%	4.16%	7.03%	2.81%	36
PIUIX	Federated Hermes International Equity Fd	Foreign Large Cap Equities	Aug 1, 1997	0.94%	9.11%	-2.10%	0.00%	0
PJDZX	PGIM Jennison Rising Dividend Fund	Large Cap Blend Equities, Dividend	Mar 4, 2014	0.99%	6.93%	14.37%	6.02%	75
PJFAX	PGIM Jennison Growth Fund	Large Cap Growth Equities	Nov 2, 1995	0.97%	-3.30%	18.86%	13.87%	15
PJGZX	PGIM Jennison Focused Value Fund	Large Cap Value Equities	Nov 7, 1996	0.75%	8.07%	13.38%	8.27%	86
PJIZX	PGIM Quant Solutions International Equity Fund	Foreign Large Cap Equities	Feb 29, 2000	1.04%	12.11%	10.38%	8.96%	87
PJNQX	PGIM Jennison Natural Resources R6	Commodity Producers Equities	Dec 27, 2010	0.82%	22.26%	12.58%	1.01%	92
PKAIX	PIMCO RAE US Fund	Large Cap Value Equities	Jun 5, 2015	0.40%	12.02%	13.12%	12.29%	85
PKSFX	Virtus KAR Small-Cap Core Fund	Mid Cap Growth Equities	Oct 18, 1996	1.00%	6.62%	15.40%	13.41%	8
PLBEX	Plumb Equity Fund	Large Cap Growth Equities	May 24, 2007	1.19%	0.25%	12.98%	4.94%	14
PLFIX	Principal Large Cap S&P 500 Index Fund Institution...	S&P 500	Mar 1, 2001	0.11%	2.10%	14.74%	2.89%	58
PLFMX	Principal LargeCap S&P 500 Index Fund	S&P 500	Dec 6, 2000	0.72%	1.94%	14.10%	2.36%	55
PLGIX	Principal LargeCap Growth Fund I	Large Cap Growth Equities	Dec 6, 2000	0.67%	-4.30%	19.13%	15.10%	9
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	S&P 500	Feb 2, 2001	0.38%	2.07%	14.45%	2.70%	57
PLVIX	Principal LargeCap Value Fund III	Large Cap Value Equities	Dec 6, 2000	0.70%	3.98%	11.38%	20.57%	34
PMAQX	Principal MidCap R6	Mid Cap Growth Equities	Nov 22, 2016	0.60%	-6.53%	—	6.21%	2
PMBMX	Principal MidCap Fund	Mid Cap Growth Equities	Dec 6, 2000	1.15%	-6.67%	11.83%	6.87%	1
PMDIX	Principal Small-MidCap Dividend Income Fund	Mid Cap Value Equities	Jun 6, 2011	0.85%	10.32%	10.17%	2.90%	47
PMEGX	T. Rowe Price Institutional Mid Cap Equity Growth ...	Mid Cap Growth Equities	Jul 31, 1996	0.61%	0.60%	10.17%	20.97%	16

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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