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
RYCQX	Rydex Inverse Russell 2000 Strategy Fund	Inverse Equities, Leveraged	Feb 19, 2004	2.49%	-7.43%	-12.17%	8.50%	0
RYCYX	Rydex Dow 2x Strategy Fund	Leveraged Equities, Leveraged	Feb 19, 2004	2.61%	0.21%	16.74%	1.79%	17
RYCZX	Rydex Inverse Dow 2x Strategy Fund	Inverse Equities, Leveraged	Feb 19, 2004	2.70%	-2.60%	-25.17%	6.04%	0
RYDAX	Rydex Dow Jones Industrial Average Fund	Large Cap Value Equities	Dec 1, 2015	1.58%	0.80%	10.92%	0.38%	20
RYDVX	Royce Dividend Value Fund	Mid Cap Blend Equities	May 3, 2004	1.34%	9.19%	-1.05%	0.92%	0
RYEIX	Rydex Energy Fund	Energy Equities	Apr 20, 1998	1.36%	28.23%	6.67%	1.96%	79
RYEUX	Rydex Europe 1.25x Strategy Fund	Leveraged Equities, Leveraged	May 7, 2000	1.69%	6.63%	8.40%	5.58%	29
RYFIX	Rydex Financial Services Fund	Financials Equities	Apr 2, 1998	1.36%	-2.49%	10.05%	1.24%	8
RYGRX	Rydex S&P 500 Pure Growth Fund	Large Cap Growth Equities	Feb 20, 2004	2.26%	12.18%	11.70%	4.54%	43
RYHIX	Rydex Health Care Fund	Health & Biotech Equities	Apr 16, 1998	1.35%	-1.44%	8.38%	2.21%	11
RYIIX	Rydex Internet Fund	Technology Equities	Apr 5, 2000	1.36%	-4.71%	12.82%	1.38%	11
RYIPX	Royce International Premier Fund	Foreign Small & Mid Cap Equities	Dec 30, 2010	1.44%	-0.07%	4.63%	0.79%	4
RYIUX	Rydex Inverse Russell 2000 2x Strategy Fund	Inverse Equities, Leveraged	May 30, 2006	2.05%	-18.53%	-27.46%	4.62%	0
RYJSX	Rydex Japan 2x Strategy Fund	Leveraged Equities, Leveraged	Feb 21, 2008	1.49%	26.17%	12.74%	0.88%	50
RYKIX	Rydex Banking Fund	Financials Equities	Apr 1, 1998	1.36%	3.16%	9.93%	3.22%	43
RYLIX	Rydex Leisure Fund	Consumer Discretionary Equities	Mar 31, 1998	1.39%	-2.58%	6.96%	0.06%	7
RYMDX	Rydex Mid-Cap 1.5x Strategy Fund	Leveraged Equities, Leveraged	Aug 15, 2001	1.65%	11.66%	11.54%	0.66%	38
RYMIX	Rydex Telecommunications Fund	Communications Equities	Mar 31, 1998	1.36%	23.86%	8.86%	0.68%	94
RYMKX	Rydex Russell 2000 1.5x Strategy Fund	Leveraged Equities, Leveraged	Oct 31, 2000	1.69%	12.55%	10.53%	0.74%	53
RYMMX	Rydex S&P MidCap 400 Pure Value Fund	Small Cap Value Equities	Feb 20, 2004	2.26%	5.69%	9.12%	0.17%	22

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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