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
BIPIX	ProFunds Biotechnology UltraSector Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.49%	6.94%	9.44%	0.34%	91
BIRIX	BlackRock Sustainable Advantage Large Cap Core Fun...	Large Cap Blend Equities	Oct 5, 2015	0.48%	-2.84%	14.10%	6.70%	57
BISAX	Brandes International Small Cap Equity Fund	Foreign Small & Mid Cap Equities	Jan 30, 2012	1.36%	-0.23%	10.83%	3.23%	90
BISLX	Brown Advisory Sustainable International Leaders F...	Foreign Large Cap Equities	Feb 27, 2022	1.00%	-7.20%	—	3.88%	5
BISMX	Brandes International Small Cap Equity Fund Class ...	Foreign Small & Mid Cap Equities	Feb 1, 2012	1.11%	-0.19%	11.06%	3.34%	91
BITSX	iShares Total U.S. Stock Market Index Fund	Large Cap Blend Equities	Aug 13, 2015	0.08%	-3.12%	13.74%	1.14%	45
BIVIX	Invenomic Fund Institutional Class	Long-Short	Jun 19, 2017	3.17%	2.54%	—	2.14%	7
BIVRX	Invenomic Fund	Long-Short	Jun 18, 2017	2.48%	2.48%	—	1.88%	6
BKPIX	ProFunds Banks UltraSector Fund	Leveraged Equities, Leveraged	Sep 3, 2001	1.71%	-1.94%	10.31%	1.45%	14
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	Aug 13, 2015	0.02%	-3.12%	13.78%	1.17%	47
BLPIX	ProFunds Bull Investor Fund	Leveraged Equities, Leveraged	Nov 30, 1997	1.50%	-3.98%	11.54%	1.64%	34
BLUEX	AMG Veritas Global Real Return Fund	Large Cap Growth Equities	Jan 10, 1991	1.15%	-8.55%	9.41%	0.34%	1
BMCAX	BlackRock Advantage Large Cap Growth Fund	Large Cap Growth Equities	Aug 26, 1986	0.87%	-7.06%	15.69%	7.46%	46
BMCIX	BlackRock High Equity Income Fund	Derivative Income	Apr 30, 1998	0.85%	-2.31%	8.83%	7.50%	25
BMDSX	Baird Mid Cap Growth Fund	Mid Cap Growth Equities	Dec 29, 2000	1.05%	-1.83%	9.85%	28.28%	19
BMEAX	BlackRock High Equity Income Fund Class A	Derivative Income	May 1, 1998	1.10%	-2.36%	8.25%	7.27%	25
BMPEX	Beck, Mack & Oliver Partners Fund	Large Cap Blend Equities	Dec 1, 2009	1.00%	-12.93%	10.82%	0.00%	3
BMPIX	ProFunds Basic Materials UltraSector Fund	Leveraged Equities, Leveraged	Sep 3, 2001	1.89%	16.42%	11.10%	1.56%	24
BMSLX	MFS Blended Research Mid Cap Equity Fund	Mid Cap Blend Equities	Aug 19, 2016	0.59%	1.62%	—	3.03%	19
BNIVX	Barrow Hanley International Value Fund	Foreign Large Cap Equities	Dec 28, 2021	0.86%	3.81%	—	0.00%	—

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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