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
RICGX	The Investment Company of America Class R-6	Large Cap Blend Equities	Jan 1, 1934	0.27%	2.89%	14.10%	10.63%	57
RIDAX	The Income Fund of America Class R-1	Large Cap Value Equities	Dec 1, 1973	1.36%	5.45%	7.70%	8.78%	78
RINYX	Russell Investments International Developed Market...	Foreign Large Cap Equities	Mar 29, 2000	0.77%	5.29%	8.31%	6.98%	49
RIPIX	Royce International Premier Fund Institutional Cla...	Mid Cap Growth Equities, Foreign Small & Mid Cap Equities	—	1.04%	-0.40%	—	1.46%	5
RIVRX	Riverbridge Growth Fund	Large Cap Growth Equities	Dec 31, 2012	1.25%	-8.70%	11.54%	30.71%	3
RIVSX	River Oak Discovery Fund	Small Cap Blend Equities	Jun 30, 2005	1.18%	15.46%	10.76%	0.25%	62
RLCAX	Columbia Disciplined Value Fund	Large Cap Value Equities	Aug 1, 2008	1.04%	7.08%	10.87%	10.99%	73
RLSIX	RiverPark Long/Short Opportunity Fund	Long-Short	Mar 29, 2012	1.75%	-4.66%	6.06%	0.00%	8
RMBBX	RMB Small Cap Fund	Small Cap Growth Equities	Aug 30, 2002	1.06%	6.67%	9.23%	5.61%	21
RMBHX	RMB Fund	Large Cap Growth Equities	Jun 16, 1975	1.12%	-2.20%	12.03%	9.87%	15
RMBKX	RMB Mendon Financial Services Fund	Financials Equities	Jun 7, 1999	1.27%	7.79%	10.54%	5.77%	50
RMBMX	RMB SMID Cap Fund	Mid Cap Growth Equities	Dec 31, 2004	0.84%	5.74%	11.00%	18.66%	14
RMBPX	RMB Japan Fund	Japan Equities	Dec 26, 2017	1.30%	—	—	0.00%	—
RMBTX	RMB International Fund	Foreign Small & Mid Cap Equities	Dec 26, 2017	0.95%	9.11%	—	1.52%	52
RMDAX	Virtus Silvant Mid-Cap Growth Fund Class A	Mid Cap Growth Equities	Feb 5, 2002	0.99%	3.42%	13.72%	21.79%	30
RMEAX	Aspiriant Risk-Managed Equity Allocation Fund	Global Equities	Apr 3, 2013	0.28%	2.27%	7.99%	11.54%	46
RMFGX	American Mutual Fund Class R-6	Large Cap Value Equities	Feb 21, 1950	0.27%	2.86%	11.33%	7.67%	43
RMLPX	Recurrent MLP & Infrastructure Fund	Energy Equities	Nov 1, 2017	1.25%	24.83%	—	5.16%	76
RMQAX	Rydex Monthly Rebalance NASDAQ-100 2x Strategy Fun...	Leveraged Equities, Leveraged	Nov 27, 2014	1.32%	2.24%	33.14%	35.48%	42
RMQHX	Rydex Monthly Rebalance NASDAQ-100 2x Strategy H	Leveraged Equities	Nov 28, 2014	1.27%	2.23%	33.11%	34.01%	41

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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