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
PMFMX	Principal MidCap S&P 400 Index Fund	Mid Cap Blend Equities	Dec 6, 2000	0.73%	8.46%	11.67%	7.56%	45
PMJIX	PIMCO RAE US Small Fund	Small Cap Value Equities	Jun 5, 2015	0.50%	6.53%	12.75%	2.96%	38
PMPIX	ProFunds Precious Metals UltraSector Fund	Leveraged Equities, Leveraged	Jun 2, 2002	1.53%	24.94%	18.01%	0.35%	55
PMVAX	Putnam Sustainable Future Fund	Mid Cap Growth Equities	Nov 1, 1999	1.00%	-2.23%	8.71%	14.56%	9
PMYAX	Putnam Core Equity Fund Class A	Large Cap Blend Equities	Sep 24, 2010	0.95%	1.27%	15.36%	2.52%	49
PMYRX	Pioneer Flexible Opportunities Fund	Tactical Allocation	May 2, 2010	0.90%	0.98%	7.59%	9.19%	86
PMYYX	Putnam Multi-Cap Core Fund	Large Cap Blend Equities	Sep 24, 2010	0.71%	1.32%	15.65%	2.73%	51
PNAIX	T. Rowe Price All-Cap Opportunities Fund I Class	Large Cap Growth Equities	Dec 17, 2015	0.66%	-2.96%	15.22%	8.79%	17
PNGAX	Putnam International Value Fund	Foreign Large Cap Equities	Jul 31, 1996	1.27%	8.34%	9.57%	2.74%	62
PNOPX	Putnam Sustainable Leaders Fund	Large Cap Growth Equities	Aug 31, 1990	0.99%	-2.57%	14.45%	11.51%	23
PNRAX	Putnam Research Fund	Large Cap Blend Equities	Oct 2, 1995	1.03%	3.95%	15.36%	11.05%	74
PNSAX	Putnam Small Cap Growth Fund	Small Cap Growth Equities	Dec 31, 1997	1.23%	11.71%	15.18%	0.38%	30
PNVAX	Putnam International Capital Opportunities Fund	Foreign Small & Mid Cap Equities	Dec 27, 1995	1.51%	1.34%	8.36%	12.89%	28
POAGX	PrimeCap Odyssey Aggressive Growth Fund	Mid Cap Growth Equities	Nov 1, 2004	0.65%	1.60%	13.53%	13.04%	55
POGAX	Putnam Growth Opportunities Fund	Large Cap Growth Equities	Oct 2, 1995	0.99%	-1.57%	17.45%	5.77%	21
POGRX	PrimeCap Odyssey Growth Fund	Large Cap Growth Equities	Nov 1, 2004	0.65%	3.81%	15.08%	23.98%	78
POGSX	Pin Oak Equity	Large Cap Blend Equities	Aug 3, 1992	0.91%	13.79%	13.78%	16.70%	89
POIIX	Polen International Growth Fund	Foreign Large Cap Equities	Dec 29, 2016	1.03%	-7.04%	—	0.05%	1
POLIX	Polen Growth Fund	Large Cap Growth Equities	Sep 15, 2010	0.96%	-12.76%	11.33%	41.67%	1
POMIX	T. Rowe Price Total Equity Market Index Fund	Large Cap Blend Equities	Jan 30, 1998	0.20%	2.60%	13.91%	2.07%	43

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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