Equity Mutual Funds List

Number of Funds: 3,784
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.71%
Avg. 1 Year Return: 22.31%
Median Risk/Return Score: 48 / 100

3702 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
ACSTX	Invesco Comstock Fund	Large Cap Value Equities	Oct 7, 1968	0.80%	13.00%	12.84%	7.86%	84
ACTIX	Advisors Capital Tactical Fixed Income Fund	Large Cap Value Equities	Feb 1, 2021	2.09%	-0.94%	—	3.12%	10
ACUSX	Advisors Capital US Dividend Fund	Large Cap Blend Equities	Mar 18, 2021	1.95%	8.30%	—	0.00%	44
ACWDX	AMG GW&K Small/Mid Cap Growth Fund	Small Cap Growth Equities	Nov 3, 2010	1.00%	13.48%	10.38%	0.00%	15
ADEIX	Ancora Dividend Value Equity Fund	Large Cap Value Equities	May 7, 2019	1.21%	6.12%	—	3.19%	23
ADGAX	AB Core Opportunities Fund	Large Cap Blend Equities	Dec 22, 1999	1.09%	7.45%	13.32%	14.56%	29
ADJEX	Azzad Ethical Fund	Mid Cap Growth Equities	Dec 22, 2000	0.99%	7.67%	8.93%	0.00%	6
ADKSX	Adirondack Small Cap Fund	Small Cap Value Equities	Apr 6, 2005	1.43%	18.29%	10.72%	6.93%	88
ADLVX	Adler Value Fund	Large Cap Value Equities	Aug 16, 2018	1.29%	5.43%	—	0.94%	30
ADNPX	American Beacon ARK Transformational Innovation Fu...	Mid Cap Growth Equities	Jan 27, 2017	1.39%	-6.40%	—	0.00%	3
ADOIX	ACM Dynamic Opportunity Fund	Long-Short	Jan 19, 2015	1.72%	6.22%	9.10%	2.69%	15
ADSIX	American Century Disciplined Growth Fund	Large Cap Growth Equities	Sep 30, 2005	0.99%	0.22%	14.87%	13.58%	11
ADVDX	abrdn Dynamic Dividend Fund	Global Equities	Sep 21, 2003	1.25%	11.96%	10.42%	7.42%	82
ADVGX	North Square Advisory Research Small Cap Value Fun...	Large Cap Value Equities	Nov 16, 2009	0.95%	22.69%	12.48%	4.63%	42
ADVLX	Vaughan Nelson International Fund	Foreign Small & Mid Cap Equities	Dec 30, 2013	0.99%	8.15%	9.07%	0.80%	47
ADVMX	Vaughan Nelson Emerging Markets Fund	Emerging Markets Equities	Oct 31, 2013	1.10%	6.64%	7.47%	9.99%	61
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	Jan 2, 1990	0.59%	18.11%	18.36%	7.36%	88
AEDAX	Invesco EQV European Equity Fund	Europe Equities	Nov 2, 1997	1.37%	19.16%	7.13%	14.19%	86
AEGFX	American Funds EuroPacific Growth Fund Class F-1	Foreign Large Cap Equities	—	0.86%	10.07%	8.40%	16.52%	44
AEMGX	Acadian Emerging Markets Portfolio	Emerging Markets Equities	Jun 16, 1993	1.49%	20.32%	10.37%	3.57%	56

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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Time Period

Best Equity Mutual funds by Risk/Return Score

The top Equity Mutual funds by PortfoliosLab Risk/Return Score are VARBX (99) and ARKVX (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
VARBX	Vivaldi Merger Arbitrage Fund Class I	99	—	Oct 2015
ARKVX	ARK Venture Fund	98	—	Sep 2022
FGIPX	Nomura Growth and Income Fund Institutional Class	98	—	Oct 1993
FGINX	Delaware Growth and Income Fund	98	—	Oct 1993
PKAIX	PIMCO RAE US Fund	98	—	Jun 2015

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (47.46%). Across the lineup, Equity Mutual funds show an average 1-year return of 22.31% and an average 5-year return of 8.54%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	47.46%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	38.61%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	35.79%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	35.44%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	35.12%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FINVX (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
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (926.59%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.71%, 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	926.59%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
IBGIX	VY Baron Growth Portfolio	301.33%	—	May 2002
PIUIX	Federated Hermes International Equity Fd	180.26%	—	Aug 1997
MSVVX	MetLife Small Company Equity Fund	154.77%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,986 Mutual funds Multi-Asset · 1,357 Mutual funds Alternatives · 136 Mutual funds Real Estate · 114 Mutual funds Commodity · 63 Mutual funds Preferred Stock · 23 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds Fixed Income · 2 Mutual funds

Top Mutual funds Comparisons

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