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
BDAFX	Baron Durable Advantage Fund Retail Shares	Large Cap Growth Equities	Dec 29, 2017	0.95%	-8.53%	—	0.00%	20
BDAIX	Baron Durable Advantage Fund	Large Cap Growth Equities	Dec 29, 2017	1.48%	-8.45%	—	0.00%	21
BDBKX	iShares Russell 2000 Small-Cap Index Fund Class K	Small Cap Blend Equities	Apr 1, 2011	0.07%	1.53%	9.93%	3.13%	54
BDFIX	Baron Discovery Fund	Small Cap Growth Equities	Sep 30, 2013	1.05%	-10.07%	13.36%	0.00%	8
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	Aug 30, 2005	0.86%	-5.62%	10.06%	9.76%	23
BDMAX	BlackRock Global Equity Market Neutral Fund	Equity Market Neutral	Dec 20, 2012	1.60%	4.91%	7.10%	8.52%	96
BDMIX	BlackRock Global Long/Short Equity Fund Class I	Long-Short	Dec 20, 2012	1.57%	5.01%	7.36%	8.51%	96
BDOAX	iShares MSCI Total International Index Fund Class ...	International Equity	Jun 30, 2011	0.41%	3.21%	8.41%	2.60%	82
BDOIX	iShares MSCI Total International Index Fund	Foreign Large Cap Equities	Jun 30, 2011	0.15%	2.71%	8.63%	2.31%	83
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	Jun 30, 2011	0.09%	2.77%	8.85%	2.26%	82
BDSIX	BlackRock Advantage Small Cap Core Fund	Small Cap Blend Equities	Mar 14, 2013	0.50%	2.30%	10.75%	4.65%	59
BDSKX	BlackRock Advantage Small Cap Core Fund Class K	Small Cap Blend Equities	Mar 14, 2013	0.45%	2.30%	—	4.69%	59
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities, Leveraged	Dec 27, 1995	1.78%	4.75%	-13.66%	6.41%	1
BEGIX	Sterling Capital Equity Income Fund	Large Cap Value Equities	Jun 30, 2004	0.79%	-0.41%	10.89%	27.66%	4
BEGRX	Franklin Mutual Beacon Fund	Global Equities	Jun 28, 1962	0.77%	-1.40%	8.87%	6.95%	47
BEQGX	American Century Equity Growth Fund	Large Cap Blend Equities	May 9, 1991	0.65%	-5.04%	12.10%	12.12%	53
BERCX	Chartwell Mid Cap Value Fund	Mid Cap Value Equities	May 1, 2002	0.90%	1.74%	8.51%	12.50%	28
BFGFX	Baron Focused Growth Fund	Mid Cap Growth Equities	Jun 30, 2008	1.32%	-5.00%	20.15%	0.00%	65
BFGIX	Baron Focused Growth Fund Institutional Shares	Mid Cap Growth Equities	May 29, 2009	1.05%	-4.93%	20.46%	0.00%	65
BFOCX	Berkshire Focus Fund	Technology Equities	Jun 30, 1997	1.94%	2.06%	17.24%	0.00%	78

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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