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
ACTIX	Advisors Capital Tactical Fixed Income Fund	Large Cap Value Equities	Feb 1, 2021	2.09%	-0.63%	—	3.11%	27
ACUSX	Advisors Capital US Dividend Fund	Large Cap Blend Equities	Mar 18, 2021	1.95%	-0.93%	—	0.00%	43
ACWDX	AMG GW&K Small/Mid Cap Growth Fund	Small Cap Growth Equities	Nov 3, 2010	1.00%	2.03%	9.80%	0.00%	13
ADEIX	Ancora Dividend Value Equity Fund	Large Cap Value Equities	May 7, 2019	1.21%	-3.75%	—	3.51%	12
ADGAX	AB Core Opportunities Fund	Large Cap Blend Equities	Dec 22, 1999	1.09%	-6.59%	12.14%	16.75%	29
ADJEX	Azzad Ethical Fund	Mid Cap Growth Equities	Dec 22, 2000	0.99%	-4.73%	7.88%	0.00%	8
ADKSX	Adirondack Small Cap Fund	Small Cap Value Equities	Apr 6, 2005	1.43%	1.91%	9.61%	8.04%	48
ADLVX	Adler Value Fund	Large Cap Value Equities	Aug 16, 2018	1.29%	-1.36%	—	1.01%	16
ADNPX	American Beacon ARK Transformational Innovation Fu...	Mid Cap Growth Equities	Jan 27, 2017	1.39%	-10.86%	—	0.00%	42
ADOIX	ACM Dynamic Opportunity Fund	Long-Short	Jan 19, 2015	1.72%	-1.28%	8.37%	2.90%	60
ADSIX	American Century Disciplined Growth Fund	Large Cap Growth Equities	Sep 30, 2005	0.99%	-9.95%	14.06%	15.11%	26
ADVDX	abrdn Dynamic Dividend Fund	Global Equities	Sep 21, 2003	1.25%	1.66%	9.80%	8.50%	72
ADVGX	North Square Advisory Research Small Cap Value Fun...	Large Cap Value Equities	Nov 16, 2009	0.95%	-0.15%	10.66%	5.69%	23
ADVLX	Vaughan Nelson International Small Cap Fund	Foreign Small & Mid Cap Equities	Dec 30, 2013	0.99%	6.68%	9.24%	0.81%	95
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Growth Equities	Jan 2, 1990	0.59%	-1.87%	16.74%	8.25%	80
AEDAX	Invesco EQV European Equity Fund	Europe Equities	Nov 2, 1997	1.37%	5.12%	5.74%	16.09%	69
AEPFX	American Funds EUPAC Fund Class F-2	Foreign Large Cap Equities	Aug 1, 2008	0.58%	-1.06%	8.06%	14.07%	67
AEPGX	American Funds EuroPacific Growth Fund Class A	Foreign Large Cap Equities	Apr 16, 1984	0.80%	-1.12%	7.65%	13.85%	67
AFAVX	AMG River Road Focused Absolute Value Fund	Mid Cap Blend Equities	Nov 3, 2015	0.82%	-3.90%	7.05%	0.00%	1
AFCNX	American Century Focused International Growth Fund	Foreign Large Cap Equities	Mar 28, 2016	1.10%	-5.74%	—	0.02%	12

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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