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
QNZNX	AQR Trend Total Return Fund	Systematic Trend	Dec 16, 2021	1.52%	9.86%	—	0.78%	91
QQMNX	Federated Hermes MDT Market Neutral Fund Instituti...	Equity Market Neutral	Sep 30, 2008	1.86%	-1.00%	—	1.76%	9
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	Large Cap Growth Equities	Jan 30, 2007	0.92%	5.36%	12.52%	7.81%	65
QRDTX	Quantified Rising Dividend Tactical Fund	Large Cap Blend Equities	Apr 13, 2021	1.59%	3.75%	—	0.34%	21
QRSVX	FPA Queens Road Small Cap Value Fund Investor Clas...	Small Cap Value Equities	Jun 13, 2002	0.94%	14.23%	—	3.89%	72
QRVLX	FPA Queens Road Value Fund	Large Cap Value Equities	Jun 13, 2002	0.65%	2.77%	11.08%	2.74%	12
QSMLX	AQR Small Cap Multi-Style Fund	Small Cap Blend Equities	Mar 26, 2013	0.72%	11.45%	11.61%	9.25%	64
QSTFX	Quantified STF Fund	Tactical Allocation	Nov 12, 2015	1.55%	-7.96%	14.43%	11.57%	7
QTSSX	Quantified Tactical Sectors Fund	Large Cap Blend Equities	Mar 3, 2021	1.56%	0.14%	—	0.45%	22
QUASX	AB Small Cap Growth Portfolio	Small Cap Growth Equities	Feb 12, 1969	1.11%	8.25%	13.92%	0.00%	27
QUERX	AQR Large Cap Defensive Style Fund Class R6	Large Cap Blend Equities	Jul 9, 2012	0.31%	3.07%	10.83%	22.18%	9
QUSIX	Pear Tree Polaris Foreign Value Small Cap Fund	Foreign Small & Mid Cap Equities	Apr 30, 2008	1.05%	5.09%	8.32%	2.78%	41
RAFGX	American Funds AMCAP Fund Class R-6	Large Cap Growth Equities	May 1, 2009	0.33%	0.34%	12.53%	8.45%	30
RAGHX	Virtus Health Sciences Fund	Health & Biotech Equities	Feb 4, 2002	1.37%	-7.18%	6.84%	0.00%	4
RAIIX	Manning & Napier Rainier International Discovery S...	Foreign Small & Mid Cap Equities	Mar 27, 2012	1.12%	8.40%	8.74%	2.61%	53
RBCGX	Reynolds Blue Chip Growth Fund	Large Cap Growth Equities	Aug 12, 1988	1.85%	-0.18%	11.18%	16.72%	16
RBCIX	RBC China Equity Fund	China Equities	Apr 10, 2022	1.05%	2.99%	—	3.55%	53
RCKSX	Rock Oak Core Growth Fund	Large Cap Blend Equities	Dec 31, 2004	1.25%	10.93%	10.85%	5.64%	68
RCMFX	Schwartz Value Focused Fund	Mid Cap Blend Equities	Dec 30, 1983	1.26%	—	—	0.00%	—
RDLAX	Columbia Disciplined Growth Fund	Large Cap Growth Equities	May 17, 2007	1.07%	-3.30%	15.25%	8.41%	27

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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