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
BRXIX	MFS Blended Research International Equity Fund	Foreign Large Cap Equities	Sep 15, 2015	0.64%	3.00%	10.41%	4.09%	92
BRZIX	BlackRock Sustainable Advantage International Equi...	Foreign Large Cap Equities	Aug 18, 2020	0.50%	2.16%	—	15.54%	67
BSCFX	Baron Small Cap Fund	Small Cap Growth Equities	Sep 30, 1997	1.29%	-7.17%	10.16%	10.24%	4
BSCMX	Brandes Small Cap Value Fund	Small Cap Value Equities	Jan 2, 2018	0.91%	8.53%	—	4.19%	89
BSGLX	Baillie Gifford Long Term Global Growth Fund Class...	Large Cap Growth Equities, Global Equities	—	0.80%	-15.26%	—	0.00%	5
BSGSX	Baird Small/Mid Cap Growth Fund	Mid Cap Growth Equities	Oct 31, 2018	1.10%	-4.28%	—	0.00%	2
BSIVX	BlackRock Small Cap Index V.I. Fund	Small Cap Blend Equities	Jun 10, 2018	0.21%	2.20%	—	4.00%	54
BSMIX	iShares Russell Small/Mid-Cap Index Fund	Small Cap Blend Equities	Aug 13, 2015	0.12%	3.61%	10.74%	2.80%	50
BSPGX	iShares S&P 500 Index Fund Class G	S&P 500	Jul 1, 2019	0.01%	-3.82%	—	1.54%	45
BSPIX	iShares S&P 500 Index Fund Institutional Class	S&P 500	Apr 28, 1993	0.10%	-3.56%	14.01%	1.74%	46
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	Aug 6, 2018	0.35%	-3.82%	—	1.30%	44
BSVSX	Baird Equity Opportunity Fund	Small Cap Blend Equities	May 1, 2012	1.50%	-9.82%	7.90%	29.86%	23
BTEFX	Boston Trust Equity Fund	Large Cap Blend Equities	Oct 1, 2003	0.85%	-3.18%	11.49%	7.57%	18
BTEKX	BlackRock Technology Opportunities Fund Class K	Technology Equities	May 15, 2000	0.84%	-4.12%	—	12.69%	48
BTIIX	DWS Equity 500 Index Fund	Large Cap Blend Equities	Dec 31, 1992	0.20%	-3.58%	15.05%	13.66%	47
BTLSX	Baillie Gifford International Concentrated Growth ...	Foreign Large Cap Equities	Dec 13, 2017	0.81%	-10.57%	—	0.00%	4
BTMFX	Boston Trust Midcap Fund	Mid Cap Blend Equities	—	1.00%	-1.53%	9.97%	11.03%	7
BTMKX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	Apr 1, 2011	0.05%	2.06%	9.05%	3.67%	67
BTO	John Hancock Financial Opportunities Fund	Financials Equities	Aug 18, 1994	2.01%	3.59%	11.16%	7.29%	14
BTPIX	Salient Tactical Plus Fund	Long-Short	Dec 30, 2012	1.08%	-0.46%	3.44%	2.82%	4

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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