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
QCSTIX	CREF Total Global Stock Account Class R3	Global Equities	May 1, 1992	—	5.23%	—	0.00%	73
QCSTPX	CREF Total Global Stock Account Class R2	Global Equities	Apr 24, 2015	—	5.22%	—	0.00%	73
QDISX	Fisher Investments Institutional Group Stock Fund ...	Global Equities	Dec 12, 2019	0.00%	6.23%	—	11.93%	86
QDVSX	Fisher Investments Institutional Group ESG Stock F...	Global Equities	Dec 12, 2019	0.00%	5.32%	—	11.79%	86
QEVOX	Quantified Evolution Plus Fund	Tactical Allocation	Sep 29, 2019	1.56%	45.27%	—	45.66%	73
QFVOX	Pear Tree Polaris Foreign Value Fund	Foreign Large Cap Equities	May 14, 1998	1.40%	13.10%	9.50%	5.00%	89
QGRPX	UBS US Quality Growth At Reasonable Price Fund	Large Cap Growth Equities	Jul 8, 2020	0.50%	-3.47%	—	6.38%	13
QIACX	Federated Hermes MDT All Cap Core Fund	Large Cap Blend Equities	Oct 1, 2002	0.75%	0.98%	16.25%	4.53%	68
QICLX	AQR International Multi-Style Fund	Foreign Large Cap Equities	Mar 25, 2013	0.56%	9.31%	10.18%	7.81%	75
QILGX	Federated Hermes MDT Large Cap Growth Fund	Large Cap Growth Equities	Sep 15, 2005	0.75%	-2.65%	18.75%	3.18%	27
QISCX	Federated Hermes MDT Small Cap Core Fund	Small Cap Blend Equities	Sep 15, 2005	0.89%	5.92%	11.75%	7.52%	46
QISGX	Federated Hermes MDT Small Cap Growth Fund	Small Cap Growth Equities	Sep 15, 2005	0.89%	5.93%	12.41%	3.69%	58
QISIX	Pear Tree Polaris International Opportunities Fund	Foreign Small & Mid Cap Equities	Jan 28, 2019	1.22%	6.12%	—	1.78%	34
QKACX	Federated Hermes MDT All Cap Core Fund Class R6	Large Cap Blend Equities	Oct 1, 2002	0.73%	0.99%	16.22%	4.68%	68
QLEIX	AQR Long-Short Equity Fund	Long-Short	Jul 15, 2013	1.30%	-3.64%	11.51%	1.82%	80
QLENX	AQR Long-Short Equity N	Long-Short	Jul 16, 2013	5.18%	-3.70%	11.22%	1.70%	78
QMGYX	Invesco Advantage International Fund	Foreign Large Cap Equities	Aug 27, 2015	0.64%	10.02%	8.37%	2.99%	55
QMLFX	Quantified Market Leaders Fund	Tactical Allocation	Aug 8, 2013	1.30%	4.15%	8.89%	1.32%	29
QMNIX	AQR Equity Market Neutral Fund Class I	Equity Market Neutral	Oct 7, 2014	5.48%	-6.33%	6.16%	1.50%	13
QMNNX	AQR Equity Market Neutral Fund N	Equity Market Neutral	Oct 7, 2014	5.28%	-6.31%	5.89%	1.34%	12

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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