Equity Mutual Funds List

Number of Funds: 3,784
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.58%
Avg. 1 Year Return: 22.03%
Median Risk/Return Score: 53 / 100

3702 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
BSMAX	iShares Russell Small/Mid-Cap Index Fund Investor ...	Small Cap Blend Equities	Aug 13, 2015	0.37%	21.21%	11.18%	2.22%	79
BSMIX	iShares Russell Small/Mid-Cap Index Fund	Small Cap Blend Equities	Aug 13, 2015	0.12%	21.31%	11.45%	2.44%	83
BSPAX	iShares S&P 500 Index Fund Investor A Shares	S&P 500	Jul 30, 1993	0.35%	11.53%	14.66%	1.34%	65
BSPGX	iShares S&P 500 Index Fund Class G	S&P 500	Jul 1, 2019	0.01%	11.75%	—	1.65%	73
BSPIX	iShares S&P 500 Index Fund Institutional Class	S&P 500	Apr 28, 1993	0.10%	11.70%	14.98%	1.57%	72
BSPPX	iShares S&P 500 Index Fund Investor P Shares	S&P 500	Aug 6, 2018	0.35%	11.53%	—	1.35%	69
BSVSX	Baird Equity Opportunity Fund	Small Cap Blend Equities	May 1, 2012	1.50%	3.48%	7.01%	13.01%	10
BTEFX	Boston Trust Equity Fund	Large Cap Blend Equities	Oct 1, 2003	0.85%	8.82%	12.24%	6.73%	54
BTEKX	BlackRock Technology Opportunities Fund Class K	Technology Equities	May 15, 2000	0.84%	26.30%	—	14.87%	30
BTIIX	DWS Equity 500 Index Fund	Large Cap Blend Equities	Dec 31, 1992	0.20%	11.59%	16.08%	15.74%	72
BTLSX	Baillie Gifford International Concentrated Growth ...	Foreign Large Cap Equities	Dec 13, 2017	0.81%	—	—	0.00%	—
BTMFX	Boston Trust Midcap Fund	Mid Cap Blend Equities	—	1.00%	8.89%	10.54%	9.98%	27
BTMKX	iShares MSCI EAFE International Index Fund	Foreign Large Cap Equities	Apr 1, 2011	0.05%	12.54%	9.64%	3.33%	62
BTO	John Hancock Financial Opportunities Fund	Financials Equities	Aug 18, 1994	2.01%	21.47%	11.54%	6.33%	38
BTPIX	Salient Tactical Plus Fund	Long-Short	Dec 30, 2012	1.08%	2.77%	3.54%	2.73%	19
BTSMX	Boston Trust SMID Cap Fund	Mid Cap Blend Equities	Nov 30, 2011	0.75%	11.51%	10.98%	1.84%	32
BUFBX	Buffalo Flexible Income Fund	Large Cap Value Equities	Aug 12, 1994	1.01%	14.75%	9.83%	7.94%	88
BUFDX	Buffalo Dividend Focus Fund	Large Cap Blend Equities	Dec 3, 2012	0.93%	11.59%	12.75%	1.41%	67
BUFEX	Buffalo Large Cap Fund	Large Cap Growth Equities	May 19, 1995	0.93%	8.52%	15.19%	6.22%	27
BUFGX	Buffalo Growth Fund	Large Cap Growth Equities	May 19, 1995	0.92%	0.75%	12.79%	6.07%	11

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 (99). 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	99	—	Sep 2022
PKAIX	PIMCO RAE US Fund	98	—	Jun 2015
FGIPX	Nomura Growth and Income Fund Institutional Class	98	—	Oct 1993
FGINX	Delaware Growth and Income Fund	98	—	Oct 1993

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (46.58%). Across the lineup, Equity Mutual funds show an average 1-year return of 22.03% and an average 5-year return of 8.74%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	46.58%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	38.10%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	35.29%	—	Dec 2000
UJPIX	ProFunds UltraJapan Fund	35.06%	—	Feb 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	34.95%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FEMSX (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
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 2019
FHKFX	Fidelity Series Emerging Markets Fund	0.01%	—	Aug 2018
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (911.82%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.58%, 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	911.82%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
IBGIX	VY Baron Growth Portfolio	212.88%	—	May 2002
PIUIX	Federated Hermes International Equity Fd	179.55%	—	Aug 1997
MSVVX	MetLife Small Company Equity Fund	152.02%	—	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.