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
RNPEX	American Funds New Perspective Fund Class R4	Global Equities	May 15, 2002	0.75%	1.98%	12.92%	6.53%	45
RNPGX	American Funds New Perspective Fund Class R-6	Global Equities	Aug 1, 2008	0.42%	2.08%	13.38%	6.73%	46
ROGSX	Red Oak Technology Select Fund	Technology Equities	Dec 30, 1998	0.92%	1.98%	18.53%	6.40%	43
RPEAX	Davis Opportunity Fund	Large Cap Blend Equities	Dec 1, 1994	0.93%	4.00%	12.56%	13.38%	47
RPFGX	Davis Financial Fund	Financials Equities	May 1, 1991	0.94%	-3.20%	12.62%	4.11%	28
RPGEX	T. Rowe Price Global Growth Stock Fund	Global Equities	Oct 27, 2008	0.91%	3.49%	12.08%	11.13%	37
RPICX	T. Rowe Price Institutional International Discipli...	Foreign Large Cap Equities	Jul 27, 2010	0.75%	—	—	0.00%	—
RPMAX	Reinhart Genesis PMV Fund	Small Cap Blend Equities	May 31, 2018	1.20%	9.58%	—	7.02%	34
RPMGX	T. Rowe Price Mid-Cap Growth Fund	Mid Cap Growth Equities	Jun 30, 1992	0.72%	0.58%	11.06%	6.31%	16
RPMMX	Reinhart Mid Cap PMV Fund	Mid Cap Value Equities	Jun 1, 2012	1.30%	1.22%	6.14%	6.51%	5
RPTIX	T. Rowe Price Mid-Cap Growth Fund Class I	Mid Cap Growth Equities	Aug 28, 2015	0.63%	0.60%	10.07%	6.41%	15
RPTTX	T. Rowe Price Diversified Mid Cap Growth I	Mid Cap Growth Equities	May 3, 2017	0.67%	-0.47%	—	7.93%	12
RPXIX	RiverPark Large Growth Fund	Large Cap Growth Equities	Sep 30, 2010	0.91%	-4.29%	11.10%	9.56%	13
RQEIX	RESQ Dynamic Allocation Fund	Tactical Allocation	Dec 19, 2013	1.80%	1.83%	5.22%	14.54%	90
RSDGX	Victory RS Select Growth Fund	Mid Cap Growth Equities	Aug 1, 1996	1.40%	7.81%	9.69%	12.55%	41
RSEAX	Russell Investments U.S. Strategic Equity Fund	Large Cap Blend Equities	Aug 6, 2012	0.99%	0.83%	12.23%	11.60%	41
RSEGX	Victory RS Small Cap Growth Fund	Small Cap Growth Equities	Nov 30, 1987	1.40%	6.21%	7.72%	0.00%	26
RSGRX	Victory RS Growth Fund	Large Cap Growth Equities	May 12, 1992	1.10%	-1.70%	14.81%	5.34%	26
RSIFX	Victory RS Science and Technology Fund	Technology Equities	Nov 14, 1995	1.47%	0.42%	15.71%	2.33%	34
RSINX	Victory RS Investors Fund	Mid Cap Blend Equities	Nov 15, 2005	1.33%	4.43%	10.49%	4.27%	20

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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