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
PSPTX	PIMCO StocksPLUS Absolute Return Fund	Large Cap Blend Equities	Jun 28, 2002	0.65%	1.57%	14.90%	13.20%	30
PSSMX	Principal SmallCap S&P 600 Index Fund	Small Cap Blend Equities	Dec 6, 2000	0.73%	10.12%	10.53%	9.06%	54
PSTAX	Virtus KAR Capital Growth Fund	Large Cap Growth Equities	Oct 16, 1995	1.20%	-5.92%	12.26%	8.06%	4
PSTIX	PIMCO StocksPLUS Short Fund	Inverse Equities, Leveraged	Jul 22, 2003	0.64%	-0.61%	-15.80%	0.00%	0
PSTKX	PIMCO StocksPLUS Fund	Large Cap Blend Equities	May 13, 1993	0.51%	1.99%	14.87%	12.70%	18
PSVIX	Virtus NFJ Small-Cap Value Fund	Small Cap Value Equities	Oct 1, 1991	0.82%	10.06%	6.77%	2.97%	41
PTEZX	PGIM Quant Solutions Large-Cap Core Equity Fund	Large Cap Blend Equities	Mar 3, 1999	0.49%	4.05%	15.52%	11.06%	70
PTSGX	Touchstone Sands Capital Select Growth Fund	Large Cap Growth Equities	Aug 11, 2000	1.16%	-5.08%	15.36%	0.69%	8
PTSIX	PIMCO RAE PLUS International Fund	Foreign Large Cap Equities	Sep 29, 2011	0.82%	13.26%	0.28%	4.12%	95
PUTW	WisdomTree Equity Premium Income Fund	Derivative Income, S&P 500	Feb 24, 2016	0.44%	1.33%	8.09%	12.00%	51
PVCMX	Palm Valley Capital Fund Investor Class	Small Cap Value Equities	Apr 30, 2019	1.30%	1.32%	—	4.73%	24
PVFAX	Paradigm Value Fund	Small Cap Blend Equities	Dec 31, 2002	1.50%	8.99%	11.14%	18.95%	35
PVIVX	Paradigm Micro-cap Fund	Small Cap Blend Equities	Dec 31, 2007	1.25%	15.21%	13.08%	13.83%	22
PVMIX	Principal MidCap Value Fund I	Mid Cap Value Equities	Dec 29, 2003	0.69%	8.59%	12.56%	6.65%	42
PWDIX	Donoghue Forlines Dividend Fund	Tactical Allocation	Nov 6, 2013	1.56%	8.28%	5.64%	1.86%	80
PWJZX	PGIM Jennison International Opportunities Fund	Foreign Large Cap Equities	Jun 4, 2012	0.90%	2.16%	11.03%	0.18%	9
PWLIX	PIMCO RAE Worldwide Long/Short PLUS Fund	Long-Short	Dec 3, 2014	1.19%	5.43%	5.22%	6.30%	7
PXNIX	Pax International Sustainable Economy Fund Institu...	Large Cap Blend Equities, ESG	—	0.47%	6.14%	8.67%	6.75%	36
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	Jun 28, 2006	0.96%	6.56%	8.51%	5.45%	5
PXSCX	Pax Small Cap Fund	Small Cap Blend Equities	Mar 27, 2008	1.15%	5.70%	8.20%	6.12%	49

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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