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
RSMOX	Victory RS Mid Cap Growth Fund	Mid Cap Growth Equities	Jul 12, 1995	1.20%	2.32%	8.31%	0.00%	19
RSNRX	Victory Global Energy Transition Fund	Energy Equities	Nov 14, 1995	1.48%	22.71%	13.62%	3.57%	97
RSNYX	Victory Global Energy Transition Fund Class Y	Energy Equities	May 1, 2007	1.15%	22.82%	14.00%	3.57%	97
RSPFX	Victory RS Partners Fund	Small Cap Value Equities	Jul 12, 1995	1.45%	10.56%	11.50%	4.93%	29
RSRFX	Reaves Infrastructure Fund	Energy Equities	Dec 21, 2004	1.10%	17.56%	7.28%	0.44%	9
RSVAX	Victory RS Value Fund	Mid Cap Value Equities	Jun 30, 1993	1.30%	6.09%	9.47%	8.32%	24
RTDYX	Russell Investments Multifactor U.S. Equity Fund	Large Cap Blend Equities	Jul 31, 2014	0.35%	2.36%	13.54%	34.05%	60
RTIYX	Russell Investments Multifactor International Equi...	Foreign Large Cap Equities	Jul 30, 2014	0.44%	8.25%	8.73%	2.02%	63
RTNAX	Russell Investment Tax-Managed International Equit...	Foreign Large Cap Equities	Jun 1, 2015	1.29%	7.72%	7.52%	1.74%	62
RTSSX	Russell Investment Tax-Managed U.S. Mid & Small Ca...	Small Cap Blend Equities	Nov 30, 1999	1.20%	8.62%	8.83%	0.43%	45
RTXAX	Russell Investment Tax-Managed Real Assets Fund	Global Equities	Jun 9, 2019	1.33%	15.84%	—	2.47%	90
RWGIX	Wedgewood Fund	Large Cap Growth Equities	Sep 30, 2010	0.95%	0.00%	7.78%	11.50%	9
RWIGX	Capital World Growth and Income Fund Class R-6	Global Equities	Mar 26, 1993	0.41%	7.36%	11.73%	10.16%	75
RWIIX	Redwood AlphaFactor Tactical International Fund	Foreign Large Cap Equities	Nov 2, 2017	1.22%	7.02%	—	8.16%	45
RWMGX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	—	0.27%	2.55%	13.01%	10.15%	43
RYAIX	Rydex Inverse NASDAQ-100 Strategy Fund	Inverse Equities, Leveraged	Sep 2, 1998	1.55%	-2.44%	-17.90%	2.28%	0
RYBIX	Rydex Basic Materials Fund	Energy Equities	Mar 31, 1998	1.36%	16.18%	12.00%	7.24%	49
RYCIX	Rydex Consumer Products Fund	Consumer Staples Equities	Jul 5, 1998	1.39%	2.34%	3.99%	17.23%	1
RYCKX	Rydex S&P MidCap 400 Pure Growth Fund	Mid Cap Growth Equities	Feb 20, 2004	2.26%	11.54%	7.51%	0.00%	47
RYCLX	Rydex Inverse Mid-Cap Strategy Fund	Inverse Equities, Leveraged	Feb 19, 2004	2.39%	-8.05%	-11.12%	35.90%	0

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.

Loading graphics...

Time Period