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
RYVNX	Rydex Inverse NASDAQ-100 2x Strategy Fund	Inverse Equities, Leveraged	May 22, 2000	2.49%	-7.40%	-37.18%	11.47%	0
RYVPX	Royce Smaller-Companies Growth Fund	Small Cap Growth Equities	Jun 14, 2001	1.49%	2.31%	10.63%	16.41%	28
RYVVX	Rydex S&P 500 Pure Value Fund	Large Cap Value Equities	Feb 20, 2004	2.26%	4.38%	8.02%	0.24%	40
RYVYX	Rydex NASDAQ-100 2x Strategy Fund	Leveraged Equities, Leveraged	May 23, 2000	1.87%	5.08%	31.11%	6.81%	41
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	Small Cap Growth Equities	Feb 20, 2004	2.26%	13.00%	7.02%	0.00%	48
RYWTX	Rydex Emerging Markets 2x Strategy Fund	Leveraged Equities, Leveraged	Oct 28, 2010	1.82%	8.36%	9.10%	0.78%	38
RYWWX	Rydex Inverse Emerging Markets 2x Strategy Fund	Inverse Equities, Leveraged	Oct 28, 2010	1.87%	-16.24%	-27.30%	5.97%	0
RYYCX	Rydex S&P SmallCap 600 Pure Value Fund	Small Cap Value Equities	Feb 20, 2004	2.26%	10.09%	6.88%	0.02%	53
SAAAX	SEI Institutional Managed Trust Multi-Asset Accumu...	Tactical Allocation	Apr 8, 2012	1.17%	7.77%	4.35%	2.75%	62
SABTX	SA U.S. Value Fund	Large Cap Value Equities	Aug 5, 1999	0.73%	7.89%	10.85%	3.60%	52
SAGWX	Touchstone Small Company Fund	Small Cap Blend Equities	Mar 1, 1993	1.17%	3.71%	11.51%	5.61%	32
SAHMX	SA International Value Fund	Foreign Large Cap Equities	Aug 4, 1999	1.11%	11.21%	10.86%	4.81%	77
SAIFX	ClearBridge Large Cap Value Fund	Large Cap Value Equities	May 29, 1958	0.56%	7.04%	10.52%	11.18%	47
SAISX	SA International Small Company Fund	Foreign Small & Mid Cap Equities	Aug 4, 1999	0.74%	7.35%	8.63%	5.53%	64
SAMKX	SA U.S. Core Market Fund	Large Cap Blend Equities	Aug 5, 1999	0.67%	3.23%	13.96%	0.64%	43
SAOAX	Guggenheim Alpha Opportunity Fund	Long-Short	Jul 6, 2003	1.76%	9.16%	2.95%	0.65%	13
SAOPX	Barrett Opportunity Fund	Large Cap Blend Equities	Feb 28, 1979	1.18%	2.04%	11.89%	42.89%	57
SAPEX	Spectrum Active Advantage Fund	Tactical Allocation	May 31, 2015	1.69%	-4.06%	4.83%	4.53%	19
SASMX	ClearBridge Small Cap Growth Fund	Small Cap Growth Equities	Jul 1, 1998	1.16%	8.61%	11.99%	18.70%	28
SAUMX	SA U.S. Small Company Fund	Small Cap Blend Equities	Aug 5, 1999	0.87%	9.59%	10.35%	0.48%	37

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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