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
BNUEX	UBS International Sustainable Equity Fund	Foreign Large Cap Equities	Aug 31, 1993	1.00%	-1.18%	8.42%	1.96%	52
BOE	BlackRock Enhanced Global Dividend Trust	Derivative Income	May 26, 2005	1.11%	-2.83%	8.48%	8.91%	25
BOGIX	SGI Small Cap Core Fund	Small Cap Blend Equities	Oct 1, 1999	1.29%	5.83%	10.57%	10.28%	48
BOGSX	Black Oak Emerging Technology Fund	Technology Equities	Dec 28, 2000	1.03%	3.93%	14.55%	5.54%	63
BOPIX	Sterling Capital Special Opportunities Fund	Large Cap Blend Equities	Jun 2, 2003	0.87%	-7.71%	11.28%	20.44%	19
BOSOX	Boston Trust Small Cap Fund	Small Cap Blend Equities	—	1.00%	-1.27%	9.71%	4.47%	3
BOSVX	Bridgeway Omni Small-Cap Value Fund	Small Cap Value Equities	Aug 31, 2011	0.60%	9.84%	11.08%	9.09%	69
BOYAX	Boyar Value Fund	Large Cap Value Equities	May 5, 1998	1.56%	-1.65%	6.63%	4.60%	25
BPAVX	Boston Partners All Cap Value Fund	Large Cap Value Equities	Jul 1, 2002	1.05%	-2.17%	10.57%	9.43%	23
BPGIX	Boston Partners Global Equity Fund	Global Equities	Dec 29, 2011	0.95%	0.69%	10.50%	10.02%	76
BPGSX	Boston Partners Global Sustainability Fund	Global Equities	Dec 28, 2021	0.90%	2.43%	—	80.06%	81
BPIRX	Boston Partners Long/Short Research Fund	Long-Short	Sep 29, 2010	1.40%	-0.28%	6.63%	10.68%	54
BPLEX	Boston Partners Long/Short Equity Fund	Long-Short	Nov 16, 1998	2.21%	2.85%	12.93%	10.64%	92
BPLSX	Boston Partners Long/Short Equity Fund Institution...	Long-Short	Dec 27, 2000	2.04%	2.89%	12.18%	7.71%	93
BPSCX	Boston Partners Small Cap Value Fund II	Small Cap Value Equities	Jul 1, 1998	1.24%	1.25%	8.89%	7.97%	23
BPSIX	Boston Partners Small Cap Value Fund Class I	Small Cap Value Equities	Jul 25, 2000	0.99%	1.27%	9.13%	7.46%	25
BPTIX	Baron Partners Fund Institutional Class	Large Cap Growth Equities	—	1.99%	-5.68%	24.14%	3.40%	72
BPTRX	Baron Partners Fund	Large Cap Growth Equities	Apr 30, 2003	1.36%	-5.74%	23.66%	3.57%	71
BQLCX	Bright Rock Quality Large Cap Fund	Large Cap Blend Equities	May 26, 2010	0.87%	-3.10%	9.75%	8.04%	14
BQMGX	Bright Rock Mid Cap Growth Fund	Mid Cap Growth Equities	May 26, 2010	1.07%	-4.97%	8.99%	4.33%	3

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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