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
PRSGX	T. Rowe Price Spectrum Diversified Equity Fund	Large Cap Blend Equities	Jun 29, 1990	0.73%	2.44%	11.37%	14.63%	30
PRSVX	T. Rowe Price Small-Cap Value Fund	Small Cap Blend Equities	Jun 30, 1988	0.78%	10.85%	10.35%	10.67%	42
PRUAX	PGIM Jennison Utility Fund	Utilities Equities	Jan 21, 1990	0.83%	9.10%	11.60%	10.40%	19
PRUFX	T. Rowe Price Growth Stock I	Large Cap Growth Equities	Apr 11, 1950	0.52%	-3.11%	15.22%	13.93%	17
PRUIX	T. Rowe Price Equity Index 500 Fund - I Class	Large Cap Blend Equities	Aug 28, 2015	0.05%	2.10%	14.68%	2.42%	58
PRVIX	T. Rowe Price Small-Cap Value Fund Class I	Small Cap Value Equities	Aug 28, 2015	0.66%	10.89%	10.46%	10.92%	35
PRWAX	T. Rowe Price All-Cap Opportunities Fund	Large Cap Growth Equities	Sep 30, 1985	0.76%	-3.01%	17.07%	8.61%	17
PSBMX	Principal SmallCap Fund	Small Cap Blend Equities	Dec 6, 2000	1.31%	6.18%	10.15%	5.26%	52
PSCNX	Penn Capital Special Situations Small Cap Equity F...	Small Cap Growth Equities	Dec 17, 2015	1.71%	13.06%	12.99%	6.63%	59
PSCSX	PIMCO StocksPLUS Small Fund	Small Cap Blend Equities	Mar 31, 2006	0.70%	8.96%	11.05%	3.84%	48
PSCZX	PGIM Jennison Small Company Fund Class Z	Small Cap Growth Equities	Mar 1, 1996	0.82%	7.90%	12.60%	6.37%	51
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	Jan 21, 2011	2.02%	3.65%	7.41%	0.82%	21
PSGIX	BlackRock Advantage Small Cap Growth Fund	Small Cap Growth Equities	Sep 14, 1993	0.50%	8.51%	11.51%	0.10%	48
PSIAX	PGIM Quant Solutions Large-Cap Index Fund Class A	Large Cap Blend Equities	Nov 28, 2017	0.51%	2.00%	15.51%	8.27%	55
PSIFX	PGIM Quant Solutions Stock Index Fund	Large Cap Blend Equities	Nov 5, 1992	0.24%	2.06%	15.82%	8.41%	57
PSILX	T. Rowe Price Spectrum International Equity Fund	Foreign Large Cap Equities	Dec 31, 1996	0.89%	7.45%	7.99%	5.04%	46
PSKIX	PIMCO StocksPLUS International Fund (Unhedged)	Foreign Large Cap Equities	Nov 30, 2006	0.65%	6.84%	8.74%	2.29%	59
PSLAX	Putnam Small Cap Value Fund	Small Cap Value Equities	Apr 12, 1999	1.15%	7.84%	9.74%	6.32%	33
PSOPX	JPMorgan Small Cap Value Fund	Small Cap Value Equities	Jan 27, 1995	0.94%	11.33%	10.15%	8.33%	68
PSPFX	U.S. Global Investors Global Resources Fund	Energy Equities	Aug 2, 1983	1.54%	-16.97%	6.50%	1.00%	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.

Loading graphics...

Time Period