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
BTSMX	Boston Trust SMID Cap Fund	Mid Cap Blend Equities	Nov 30, 2011	0.75%	-1.71%	10.27%	2.09%	4
BUFBX	Buffalo Flexible Income Fund	Large Cap Value Equities	Aug 12, 1994	1.01%	7.16%	9.66%	8.50%	35
BUFDX	Buffalo Dividend Focus Fund	Large Cap Blend Equities	Dec 3, 2012	0.93%	0.15%	12.17%	1.58%	21
BUFEX	Buffalo Large Cap Fund	Large Cap Growth Equities	May 19, 1995	0.93%	-6.83%	14.43%	7.24%	32
BUFGX	Buffalo Growth Fund	Large Cap Growth Equities	May 19, 1995	0.92%	-11.97%	11.93%	6.95%	11
BUFIX	Buffalo International Fund	Foreign Large Cap Equities	Sep 27, 2007	1.03%	-1.00%	8.57%	0.86%	16
BUFMX	Buffalo Mid Cap Fund	Mid Cap Growth Equities	Dec 17, 2001	1.02%	-8.66%	7.81%	11.29%	2
BUFOX	Buffalo Early Stage Growth Fund	Small Cap Growth Equities	May 21, 2004	1.46%	-3.94%	9.18%	5.31%	11
BUFSX	Buffalo Small Cap Fund	Small Cap Growth Equities	Apr 14, 1998	1.01%	-3.30%	9.51%	0.00%	8
BUFTX	Buffalo Discovery Fund	Mid Cap Growth Equities	Apr 16, 2001	1.00%	-10.06%	7.10%	23.51%	2
BULIX	American Century Utilities Fund	Utilities Equities	Feb 28, 1993	0.65%	10.52%	7.44%	10.32%	67
BVALX	Brown Advisory - Beutel Goodman Large-Cap Value Fu...	Large Cap Value Equities	Feb 13, 2018	0.55%	-3.24%	—	6.69%	8
BVAOX	Madison Small Cap Fund	Small Cap Blend Equities	Dec 16, 1996	1.10%	1.15%	-2.56%	9.94%	5
BVEFX	Becker Value Equity Fund	Large Cap Value Equities	Nov 3, 2003	0.78%	0.83%	10.78%	9.70%	32
BVPIX	Baywood ValuePlus Fund	Large Cap Value Equities	Dec 2, 2013	0.70%	3.76%	10.79%	7.74%	27
BVSIX	Baywood Socially Responsible Fund	Large Cap Value Equities	Jan 3, 2005	0.89%	0.35%	10.75%	3.75%	15
BWNYX	Bullfinch Greater Western New York Series	Mid Cap Blend Equities	Dec 30, 1997	1.52%	5.48%	4.99%	0.00%	21
BXMX	Nuveen S&P 500 Buy-Write Income Fund	S&P 500, Derivative Income	Nov 25, 2004	0.89%	-8.03%	8.03%	8.22%	17
CAAPX	Ariel Appreciation Fund	Mid Cap Value Equities	Dec 1, 1989	1.12%	1.11%	8.03%	12.72%	29
CABDX	AB Relative Value Fund	Large Cap Value Equities	Jul 1, 1932	0.90%	2.64%	10.48%	5.89%	24

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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