Equity Mutual Funds List

Number of Funds: 3,625
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.57%
Avg. 1 Year Return: 25.74%
Median Risk/Return Score: 42 / 100

3539 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
BDBKX	iShares Russell 2000 Small-Cap Index Fund Class K	Small Cap Blend Equities	Apr 1, 2011	0.07%	18.81%	11.07%	2.67%	63
BDFIX	Baron Discovery Fund	Small Cap Growth Equities	Sep 30, 2013	1.05%	1.55%	13.74%	0.00%	6
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	Aug 30, 2005	0.86%	-0.19%	10.11%	9.35%	26
BDMAX	BlackRock Global Equity Market Neutral Fund	Equity Market Neutral	Dec 20, 2012	1.60%	13.05%	8.20%	7.91%	93
BDMIX	BlackRock Global Long/Short Equity Fund Class I	Long-Short	Dec 20, 2012	1.57%	13.24%	8.48%	7.89%	93
BDOAX	iShares MSCI Total International Index Fund Class ...	International Equity	Jun 30, 2011	0.41%	14.82%	9.20%	2.34%	56
BDOIX	iShares MSCI Total International Index Fund	Foreign Large Cap Equities	Jun 30, 2011	0.15%	14.99%	9.47%	2.55%	57
BDOKX	iShares MSCI Total International Index Fund Class ...	Foreign Large Cap Equities	Jun 30, 2011	0.09%	15.00%	9.70%	2.50%	57
BDSIX	BlackRock Advantage Small Cap Core Fund	Small Cap Blend Equities	Mar 14, 2013	0.50%	20.77%	12.01%	3.94%	71
BDSKX	BlackRock Advantage Small Cap Core Fund Class K	Small Cap Blend Equities	Mar 14, 2013	0.45%	20.80%	—	3.97%	71
BEARX	Federated Hermes Prudent Bear Fd	Inverse Equities	Dec 27, 1995	1.78%	-9.50%	-14.63%	7.42%	0
BEGIX	Sterling Capital Equity Income Fund	Large Cap Value Equities	Jun 30, 2004	0.79%	3.46%	11.08%	26.63%	7
BEGRX	Franklin Mutual Beacon Fund	Global Equities	Jun 28, 1962	0.77%	1.34%	8.69%	6.77%	22
BEQGX	American Century Equity Growth Fund	Large Cap Blend Equities	May 9, 1991	0.65%	9.80%	13.54%	10.48%	66
BERCX	Chartwell Mid Cap Value Fund	Mid Cap Value Equities	May 1, 2002	0.90%	10.20%	8.75%	11.54%	29
BFGFX	Baron Focused Growth Fund	Mid Cap Growth Equities	Jun 30, 2008	1.32%	5.14%	21.23%	0.00%	33
BFGIX	Baron Focused Growth Fund Institutional Shares	Mid Cap Growth Equities	May 29, 2009	1.05%	5.26%	21.55%	0.00%	34
BFOCX	Berkshire Focus Fund	Technology Equities	Jun 30, 1997	1.94%	55.05%	22.38%	0.00%	72
BFONX	Biondo Focus Fund	Large Cap Growth Equities	Mar 17, 2010	1.51%	-4.77%	14.42%	12.71%	6
BFSAX	BFS Equity Fund	Large Cap Blend Equities	Nov 8, 2013	1.25%	—	—	0.00%	—

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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Time Period

Best Equity Mutual funds by Risk/Return Score

The top Equity Mutual funds by PortfoliosLab Risk/Return Score are ARKVX (99) and FDCPX (98). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
ARKVX	ARK Venture Fund	99	—	Sep 2022
FDCPX	Fidelity Select Tech Hardware Portfolio	98	—	Jul 1985
EFCNX	Emerald Insights Fund	98	—	Aug 2014
VARBX	Vivaldi Merger Arbitrage Fund Class I	98	—	Oct 2015
DEMAX	Nomura Emerging Markets Fund Class A	98	—	Jun 1996

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SMPIX (53.79%). Across the lineup, Equity Mutual funds show an average 1-year return of 25.74% and an average 5-year return of 8.85%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SMPIX	ProFunds Semiconductor UltraSector Fund	53.79%	—	Jun 2000
FSELX	Fidelity Select Semiconductors Portfolio	45.84%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	42.85%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	42.49%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	42.13%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FBLEX (0.01%). With an average expense ratio of 0.95%, Equity Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 2019

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (883.64%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.57%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
EGFIX	Edgewood Growth Fund	883.64%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
PIUIX	Federated Hermes International Equity Fd	177.43%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	169.45%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	162.39%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,986 Mutual funds Multi-Asset · 1,523 Mutual funds Alternatives · 133 Mutual funds Real Estate · 115 Mutual funds Commodity · 63 Mutual funds Preferred Stock · 11 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.