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
BGVIX	Brandes Global Equity Fund	Global Equities	Oct 5, 2008	1.00%	0.29%	11.22%	12.37%	75
BGY	BlackRock Enhanced International Dividend Trust	Derivative Income	May 30, 2007	1.19%	-5.46%	7.33%	9.40%	9
BHBFX	Madison Dividend Income Fund	Large Cap Value Equities	Dec 18, 1986	0.91%	4.64%	9.58%	11.45%	22
BHCHX	Baron Health Care Fund	Health & Biotech Equities	Apr 29, 2018	0.85%	-6.26%	—	0.00%	10
BIAFX	Brown Advisory Flexible Equity Fund	Large Cap Growth Equities	Nov 30, 2006	0.68%	-7.07%	14.10%	6.26%	8
BIAGX	Brown Advisory Growth Equity Fund	Large Cap Growth Equities	Jun 28, 1999	0.81%	-9.22%	11.37%	95.29%	3
BIAHX	Brown Advisory - WMC Strategic European Equity Fun...	Europe Equities	Oct 20, 2013	1.19%	-1.96%	11.74%	7.75%	69
BIALX	Brown Advisory Global Leaders Fund	Global Equities	Jun 30, 2015	0.90%	-7.73%	11.49%	6.08%	11
BIASX	Brown Advisory Small-Cap Growth Fund	Small Cap Growth Equities	Jun 28, 1999	1.11%	-0.63%	8.73%	19.74%	13
BIAUX	Brown Advisory Small-Cap Fundamental Value Fund	Small Cap Blend Equities	Dec 31, 2008	1.10%	4.19%	9.47%	12.94%	29
BIAWX	Brown Advisory Sustainable Growth Fund	Large Cap Growth Equities	Jun 29, 2012	0.78%	-12.05%	13.72%	27.88%	4
BIAYX	Brown Advisory Sustainable Small-Cap Core Fund	Small Cap Blend Equities	Sep 29, 2021	1.08%	0.00%	—	4.37%	26
BIBDX	BlackRock Global Dividend Portfolio	Global Equities	Apr 6, 2008	0.75%	-1.61%	8.23%	20.47%	44
BIGFX	Baron International Growth Fund	Foreign Large Cap Equities	Dec 30, 2008	1.20%	0.79%	7.80%	0.84%	50
BIGIX	William Blair International Growth Fund Class I	Foreign Large Cap Equities	May 2, 2019	0.90%	1.07%	7.47%	18.26%	45
BIGRX	American Century Disciplined Core Value Fund	Large Cap Value Equities	Dec 17, 1990	0.65%	0.84%	10.25%	8.98%	50
BIGTX	The Texas Fund	Mid Cap Blend Equities	Sep 17, 2013	1.67%	9.34%	9.66%	6.75%	60
BIIEX	Brandes International Equity Fund	Foreign Large Cap Equities	Jan 1, 1997	0.85%	3.29%	10.16%	5.97%	86
BINCX	Brandes International Small Cap Equity Fund Class ...	Foreign Small & Mid Cap Equities	Jan 31, 2013	1.99%	0.64%	10.18%	2.99%	91
BIOPX	Baron Opportunity Fund	Large Cap Growth Equities	Feb 29, 2000	1.31%	-8.28%	19.69%	4.62%	39

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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