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
POVSX	Putnam International Equity Fund	Foreign Large Cap Equities	Feb 28, 1991	1.25%	8.20%	9.16%	9.80%	59
PPSIX	Principal Spectrum Preferred and Capital Securitie...	Preferred Stock/Convertible Bonds	Apr 30, 2002	0.79%	0.44%	4.50%	5.28%	77
PPVIX	Principal SmallCap Value Fund II	Small Cap Value Equities	Jun 1, 2004	0.96%	8.92%	10.88%	8.16%	54
PPYPX	PIMCO RAE International Fund	Foreign Large Cap Equities	Jun 4, 2015	0.60%	13.47%	8.92%	6.86%	86
PQCCX	PGIM Quant Solutions Mid-Cap Core Equity Fund	Mid Cap Blend Equities	Nov 17, 2016	0.81%	8.54%	—	3.26%	45
PQDMX	PGIM Quant Solutions International Developed Marke...	Foreign Large Cap Equities	Nov 17, 2016	0.31%	7.68%	—	3.18%	51
PQIAX	Principal Equity Income Fund	Large Cap Value Equities	May 31, 1939	0.86%	6.51%	12.44%	9.34%	66
PQJCX	PGIM Jennison Small-Cap Core Equity Fund	Small Cap Growth Equities	Nov 15, 2016	0.95%	6.24%	—	2.83%	33
PQNCX	Virtus NFJ Mid-Cap Value Fund	Mid Cap Value Equities	Apr 18, 1988	1.75%	8.37%	8.21%	7.44%	23
PRAFX	T. Rowe Price Real Assets Fund	Global Equities	Jul 27, 2010	0.92%	14.88%	9.18%	2.56%	73
PRASX	T. Rowe Price New Asia Fund	Asia Pacific Equities	Sep 27, 1990	0.99%	9.69%	7.95%	0.57%	55
PRBLX	Parnassus Core Equity Fund	Large Cap Blend Equities	Aug 31, 1992	0.82%	0.84%	13.13%	18.87%	15
PRCGX	Perritt MicroCap Opportunities Fund	Small Cap Blend Equities	Apr 11, 1988	1.56%	—	—	12.01%	—
PRCNX	T. Rowe Price International Disciplined Equity Fun...	Foreign Large Cap Equities	Aug 22, 2014	0.88%	3.82%	7.54%	13.57%	29
PRCOX	T. Rowe Price U.S. Equity Research Fund	Large Cap Blend Equities	Nov 30, 1994	0.42%	2.59%	15.35%	1.14%	51
PRDGX	T. Rowe Price Dividend Growth Fund, Inc.	Large Cap Blend Equities, Dividend	Dec 30, 1992	0.62%	3.68%	12.70%	7.81%	42
PRDMX	T. Rowe Price Diversified Mid Cap Growth Fund	Mid Cap Growth Equities	Dec 31, 2003	0.79%	-0.51%	12.64%	7.79%	13
PRDSX	T. Rowe Price QM U.S. Small-Cap Growth Equity Fund	Small Cap Growth Equities	Jun 30, 1997	0.78%	8.56%	11.48%	5.85%	37
PREFX	T. Rowe Price Tax-Efficient Equity Fund	Large Cap Growth Equities	Dec 29, 2000	0.76%	-1.72%	15.88%	0.00%	20
PREIX	T. Rowe Price Equity Index 500 Fund	Large Cap Blend Equities	Mar 30, 1990	0.15%	2.06%	14.53%	2.30%	58

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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