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
BFONX	Biondo Focus Fund	Large Cap Growth Equities	Mar 17, 2010	1.51%	-13.01%	13.66%	13.91%	11
BFSAX	BFS Equity Fund	Large Cap Blend Equities	Nov 8, 2013	1.25%	—	—	0.00%	—
BFTHX	Baron Fifth Avenue Growth Fund	Large Cap Growth Equities	Apr 30, 2004	1.00%	-9.47%	13.99%	4.54%	31
BGAIX	Baron Global Advantage Fund	Global Equities	Apr 29, 2012	0.90%	-4.36%	13.98%	0.20%	77
BGCBX	Baillie Gifford China Equities Fund	China Equities	Jul 6, 2021	0.96%	-5.80%	—	0.97%	13
BGCKX	BlackRock Global Equity Market Neutral Fund Instit...	Equity Market Neutral	Jan 29, 2016	1.29%	5.05%	7.42%	8.53%	96
BGCWX	Baillie Gifford EAFE Plus All Cap Fund	Foreign Large Cap Equities	Dec 16, 2009	0.64%	—	—	0.00%	—
BGEEX	BlackRock GA Dynamic Equity Fund	Global Equities	May 31, 2017	0.50%	—	—	0.68%	—
BGETX	Baillie Gifford International Growth Fund	Foreign Large Cap Equities	Mar 5, 2008	0.60%	-5.73%	7.92%	5.75%	13
BGFIX	William Blair Growth Fund	Large Cap Growth Equities	Oct 1, 1999	0.89%	-10.81%	16.41%	30.24%	14
BGGSX	Baillie Gifford U.S. Equity Growth Fund	Large Cap Growth Equities	Apr 28, 2017	0.75%	-14.92%	—	0.00%	5
BGITX	Baillie Gifford International Alpha Fund	Foreign Large Cap Equities	Feb 6, 2008	0.61%	-4.05%	6.69%	12.99%	16
BGLTX	Baillie Gifford Long Term Global Growth Fund	Global Equities	Jun 9, 2014	0.73%	-15.26%	14.46%	0.00%	6
BGLYX	Brookfield Global Listed Infrastructure Fund	Energy Equities	Nov 29, 2011	1.00%	10.44%	7.46%	28.06%	80
BGPTX	Baillie Gifford Developed EAFE All Cap Fund	Foreign Large Cap Equities	Apr 14, 2014	0.64%	—	—	0.00%	—
BGRFX	Baron Growth Fund	Mid Cap Growth Equities	Dec 30, 1994	1.29%	-12.11%	7.30%	23.79%	0
BGRIX	Baron Growth Fund Institutional Shares	Mid Cap Growth Equities	May 29, 2009	1.05%	-12.06%	7.58%	22.42%	0
BGRWX	Barrett Growth Fund	Large Cap Growth Equities	Dec 29, 1998	1.25%	-9.54%	12.51%	13.03%	6
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	Apr 15, 2000	1.20%	-4.08%	21.03%	14.13%	48
BGSIX	BlackRock Technology Opportunities Institutional	Technology Equities	May 15, 2000	0.93%	-4.02%	21.29%	12.67%	49

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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