Equity Mutual Funds List

Number of Funds: 3,626
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.57%
Avg. 1 Year Return: 25.73%
Median Risk/Return Score: 42 / 100

3539 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
ACTIX	Advisors Capital Tactical Fixed Income Fund	Large Cap Value Equities	Feb 1, 2021	2.09%	0.10%	—	3.08%	17
ACUSX	Advisors Capital US Dividend Fund	Large Cap Blend Equities	Mar 18, 2021	1.95%	9.30%	—	0.00%	58
ACWDX	AMG GW&K Small/Mid Cap Growth Fund	Small Cap Growth Equities	Nov 3, 2010	1.00%	15.63%	10.56%	0.00%	16
ADEIX	Ancora Dividend Value Equity Fund	Large Cap Value Equities	May 7, 2019	1.21%	2.77%	—	3.29%	16
ADGAX	AB Core Opportunities Fund	Large Cap Blend Equities	Dec 22, 1999	1.09%	5.48%	13.28%	14.84%	32
ADJEX	Azzad Ethical Fund	Mid Cap Growth Equities	Dec 22, 2000	0.99%	12.15%	9.68%	0.00%	12
ADKSX	Adirondack Small Cap Fund	Small Cap Value Equities	Apr 6, 2005	1.43%	13.96%	10.53%	7.19%	75
ADLVX	Adler Value Fund	Large Cap Value Equities	Aug 16, 2018	1.29%	1.94%	—	0.98%	14
ADNPX	American Beacon ARK Transformational Innovation Fu...	Mid Cap Growth Equities	Jan 27, 2017	1.39%	4.70%	—	0.00%	15
ADOIX	ACM Dynamic Opportunity Fund	Long-Short	Jan 19, 2015	1.72%	12.44%	9.78%	2.55%	43
ADSIX	American Century Disciplined Growth Fund	Large Cap Growth Equities	Sep 30, 2005	0.99%	6.56%	15.97%	12.77%	24
ADVDX	abrdn Dynamic Dividend Fund	Global Equities	Sep 21, 2003	1.25%	12.82%	10.57%	7.72%	75
ADVGX	North Square Advisory Research Small Cap Value Fun...	Large Cap Value Equities	Nov 16, 2009	0.95%	10.44%	11.45%	5.15%	23
ADVLX	Vaughan Nelson International Small Cap Fund	Foreign Small & Mid Cap Equities	Dec 30, 2013	0.99%	13.87%	9.34%	0.76%	62
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	Jan 2, 1990	0.59%	11.32%	17.94%	7.49%	67
AEDAX	Invesco EQV European Equity Fund	Europe Equities	Nov 2, 1997	1.37%	16.24%	6.59%	14.55%	41
AEPFX	American Funds EUPAC Fund Class F-2	Foreign Large Cap Equities	Aug 1, 2008	0.58%	11.85%	9.00%	12.45%	41
AEPGX	American Funds EuroPacific Growth Fund Class A	Foreign Large Cap Equities	Apr 16, 1984	0.80%	11.75%	8.60%	12.25%	40
AFAVX	AMG River Road Focused Absolute Value Fund	Mid Cap Blend Equities	Nov 3, 2015	0.82%	-6.96%	6.48%	0.00%	1
AFCNX	American Century Focused International Growth Fund	Foreign Large Cap Equities	Mar 28, 2016	1.10%	3.21%	—	0.02%	6

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.

Loading charts...

Time Period

Best Equity Mutual funds by Risk/Return Score

The top Equity Mutual funds by PortfoliosLab Risk/Return Score are ARKVX (99) and FDCPX (98). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
ARKVX	ARK Venture Fund	99	—	Sep 2022
FDCPX	Fidelity Select Tech Hardware Portfolio	98	—	Jul 1985
EFCNX	Emerald Insights Fund	98	—	Aug 2014
VARBX	Vivaldi Merger Arbitrage Fund Class I	98	—	Oct 2015
DEMAX	Nomura Emerging Markets Fund Class A	98	—	Jun 1996

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SMPIX (53.79%). Across the lineup, Equity Mutual funds show an average 1-year return of 25.73% and an average 5-year return of 8.78%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SMPIX	ProFunds Semiconductor UltraSector Fund	53.79%	—	Jun 2000
FSELX	Fidelity Select Semiconductors Portfolio	45.84%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	42.85%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	42.49%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	42.13%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is VFFSX (0.01%). With an average expense ratio of 0.95%, Equity Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (883.64%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.57%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
EGFIX	Edgewood Growth Fund	883.64%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
PIUIX	Federated Hermes International Equity Fd	177.43%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	169.45%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	162.39%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,987 Mutual funds Multi-Asset · 1,523 Mutual funds Alternatives · 133 Mutual funds Real Estate · 115 Mutual funds Commodity · 64 Mutual funds Preferred Stock · 11 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.