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
PXSGX	Virtus KAR Small-Cap Growth Fund	Small Cap Growth Equities	Jun 28, 2006	1.07%	-6.07%	10.25%	51.01%	1
PXTIX	PIMCO RAE PLUS Fund	Large Cap Value Equities	Jun 30, 2005	0.80%	10.41%	13.69%	5.36%	85
PXWEX	Pax Ellevate Global Women’s Leadership Fund	Global Equities	Sep 30, 1993	0.77%	2.75%	9.80%	9.57%	51
PXWGX	Pax U.S. Sustainable Economy Fund	Large Cap Blend Equities	Jun 11, 1997	0.70%	1.21%	12.66%	5.32%	53
PXWIX	Pax Ellevate Global Women’s Leadership Fund Instit...	ESG, Global Equities	—	0.51%	2.83%	10.07%	9.70%	52
PYEQX	Pioneer Equity Income Y	Large Cap Value Equities	Jul 25, 1990	0.81%	5.69%	9.39%	8.39%	44
PYVLX	Payden Equity Income Fund	Large Cap Value Equities	Nov 1, 1996	0.73%	5.68%	9.68%	6.17%	65
PZFVX	John Hancock Classic Value Fund	Large Cap Value Equities	Jun 24, 1996	1.12%	-1.34%	8.83%	36.67%	11
PZIEX	Pzena Emerging Markets Value Fund Institutional Cl...	Emerging Markets Equities	Mar 31, 2014	1.08%	13.69%	11.89%	4.23%	84
PZRIX	PIMCO RAE Global ex-US Fund	Foreign Large Cap Equities	Jun 4, 2015	0.00%	13.92%	10.15%	5.76%	94
PZVIX	Pzena International Small Cap Value Fund	Foreign Small & Mid Cap Equities	Jul 1, 2018	1.45%	1.87%	—	2.57%	40
PZVMX	Pzena Mid Cap Value Fund	Mid Cap Value Equities	Mar 31, 2014	1.32%	3.71%	8.67%	4.12%	7
PZVSX	Pzena Small Cap Value Fund	Small Cap Value Equities	Apr 27, 2016	1.52%	9.76%	—	2.13%	17
QAITX	Q3 All-Weather Tactical Fund	Tactical Allocation	Dec 29, 2019	1.36%	-6.92%	—	1.00%	3
QALGX	Federated Hermes MDT Large Cap Growth Fund Class A	Large Cap Growth Equities	Sep 15, 2005	1.00%	-2.69%	18.49%	3.52%	26
QCELX	AQR Large Cap Multi-Style Fund	Large Cap Blend Equities	Mar 26, 2013	0.41%	6.61%	13.94%	13.51%	83
QCGDX	Quantified Common Ground Fund	Mid Cap Blend Equities	Dec 26, 2019	1.68%	10.92%	—	0.62%	35
QCGLIX	CREF Global Equities Account - R3	Global Equities	Apr 24, 2015	0.24%	4.91%	—	0.00%	73
QCGRIX	CREF Growth Account Class R3	Large Cap Growth Equities	Apr 24, 2015	0.21%	-0.59%	—	0.00%	30
QCLGX	Federated Hermes MDT Large Cap Growth Fund Class C	Large Cap Growth Equities	Sep 15, 2005	1.79%	-2.93%	17.75%	4.86%	21

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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