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
SBASX	Segall Bryant & Hamill Small Cap Core Fund	Small Cap Growth Equities	Dec 31, 2019	0.99%	9.00%	—	5.12%	30
SBFAX	1919 Financial Services Fund	Financials Equities	Nov 16, 1998	1.36%	-2.08%	8.95%	14.82%	4
SBHAX	Segall Bryant & Hamill All Cap Fund	Large Cap Growth Equities	Jul 31, 2013	0.87%	3.42%	11.68%	28.48%	28
SBHVX	Segall Bryant & Hamill Small Cap Value Fund	Small Cap Blend Equities	Jul 31, 2013	0.97%	12.55%	10.12%	10.35%	63
SBIEX	ClearBridge International Value Fund	Foreign Large Cap Equities	Feb 17, 1986	1.25%	8.06%	7.48%	3.71%	55
SBLGX	ClearBridge Large Cap Growth Fund	Large Cap Growth Equities	Aug 29, 1997	0.99%	-0.72%	14.03%	12.77%	9
SBMAX	ClearBridge Mid Cap Fund	Mid Cap Blend Equities	Sep 1, 1998	1.13%	2.40%	7.90%	8.71%	17
SBMBX	Saratoga Energy & Basic Materials Fund	Energy Equities	Oct 22, 1997	3.30%	0.00%	2.55%	2.13%	7
SBSIX	Segall Bryant & Hamill International Small Cap Fun...	Foreign Small & Mid Cap Equities	May 30, 2011	1.03%	5.03%	8.18%	4.89%	78
SBSPX	Franklin S&P 500 Index Fund	Large Cap Blend Equities	Jan 5, 1998	0.54%	2.82%	14.10%	0.76%	56
SCATX	Virtus Zevenbergen Innovative Growth Stock Fund	Large Cap Growth Equities	Feb 23, 2004	1.00%	-5.05%	16.06%	0.00%	7
SCAUX	Invesco Income Advantage U.S. Fund	Derivative Income	Mar 30, 2006	1.05%	2.05%	7.45%	6.06%	63
SCDGX	DWS Core Equity Fund	Large Cap Blend Equities	May 31, 1929	0.55%	2.44%	14.26%	10.38%	59
SCETX	Virtus Ceredex Small-Cap Value Equity Fund	Small Cap Blend Equities	Jan 31, 1997	1.15%	12.03%	8.07%	0.97%	36
SCGSX	DWS Capital Growth Fund	Large Cap Growth Equities	Jul 14, 2000	0.66%	-1.39%	15.14%	7.73%	12
SCGVX	Sands Capital Global Growth Fund	Global Equities	Mar 30, 2010	1.15%	-4.61%	10.28%	48.82%	4
SCHLX	DWS Health and Wellness Fund	Health & Biotech Equities	Mar 1, 1998	0.84%	-5.43%	7.80%	5.50%	4
SCIEX	Hartford Schroders International Stock Fund Class ...	Foreign Large Cap Equities	Dec 19, 1985	0.79%	3.10%	9.89%	2.66%	24
SCINX	DWS CROCI International Fund	Foreign Large Cap Equities	Jun 17, 1953	0.91%	8.70%	9.56%	2.53%	79
SCJIX	Crossmark Steward Covered Call Income Fund	Derivative Income	Dec 13, 2017	1.00%	-0.23%	—	9.93%	42

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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