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
REAYX	Russell Investments Equity Income Fund	Large Cap Value Equities	Mar 29, 2000	0.66%	5.93%	—	13.83%	59
REBYX	Russell Investments U.S. Small Cap Equity Fund	Small Cap Blend Equities	Mar 29, 2000	0.90%	9.53%	8.98%	7.56%	58
REDWX	Aspiration Redwood Fund	Large Cap Blend Equities	Nov 16, 2015	2.50%	-2.89%	12.54%	12.96%	16
REPIX	ProFunds Real Estate UltraSector Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.55%	10.67%	3.61%	0.78%	7
RERCX	American Funds EuroPacific Growth Fund® Class R-3	Foreign Large Cap Equities	Apr 16, 1984	1.11%	5.51%	8.20%	13.21%	53
REREX	American Funds EuroPacific Growth Fund Class R-4	Large Cap Growth Equities, Foreign Large Cap Equities	—	0.81%	5.61%	8.53%	13.37%	54
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	—	0.46%	5.69%	8.60%	13.20%	56
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	Large Cap Blend Equities	Dec 22, 2015	0.85%	10.24%	11.68%	7.36%	68
RETSX	Russell Investment Tax-Managed U.S. Large Cap Fund	Large Cap Blend Equities	Oct 7, 1996	0.92%	1.08%	12.54%	0.44%	42
REUYX	Sustainable Equity Fund	Large Cap Blend Equities	Mar 30, 2000	0.83%	0.19%	12.58%	13.98%	24
RFIMX	Ranger Micro Cap Fund	Small Cap Growth Equities	Jun 6, 2018	1.51%	10.67%	—	1.20%	37
RFISX	Ranger Small Cap Fund	Small Cap Growth Equities	Sep 29, 2011	1.11%	2.63%	8.45%	10.49%	7
RFNBX	American Funds Fundamental Investors Fund Class R2	Large Cap Blend Equities	May 21, 2002	1.36%	5.03%	13.06%	7.51%	66
RFNGX	American Funds Fundamental Investors Fund Class R6	Large Cap Growth Equities	May 1, 2009	0.28%	5.34%	14.37%	8.40%	71
RGAGX	American Funds The Growth Fund of America Class R-...	Large Cap Growth Equities	Dec 1, 1973	0.30%	-0.11%	15.53%	11.00%	33
RGEAX	Russell Investments Global Equity Fund	Global Equities	Feb 27, 2007	1.24%	3.82%	11.84%	8.02%	63
RGGYX	Victory RS Global Fund	Global Equities	May 15, 2011	0.60%	5.12%	13.29%	0.98%	71
RGIYX	Russell Investments Global Infrastructure Fund	Energy Equities	Sep 29, 2010	0.85%	10.49%	8.53%	8.40%	72
RGOIX	RBC Global Opportunities Fund	Global Equities	Dec 2, 2014	0.75%	1.16%	11.27%	0.69%	36
RGSVX	ClearBridge Global Infrastructure Income Fund	Energy Equities	Mar 30, 2016	0.89%	15.35%	—	2.69%	85

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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