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
CABNX	AB Global Risk Allocation Fund	Tactical Allocation	Jun 7, 1932	1.29%	1.28%	6.50%	9.20%	75
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	May 30, 2007	0.99%	8.58%	10.50%	0.66%	95
CAEZX	Columbia Acorn European Fund	Europe Equities	Aug 18, 2011	1.19%	-3.09%	7.81%	21.64%	38
CAF	Morgan Stanley China A Share Fund	China Equities	Jul 6, 2006	1.67%	-1.50%	4.56%	1.54%	83
CAMIX	Cambiar International Equity Fund	Foreign Large Cap Equities	Sep 9, 2002	0.98%	-2.71%	4.66%	1.85%	33
CAMMX	Cambiar SMID Fund	Mid Cap Blend Equities	May 31, 2011	0.93%	2.51%	9.24%	33.70%	7
CAMOX	Cambiar Opportunity Portfolio	Large Cap Value Equities	Jun 30, 1998	0.85%	1.22%	11.85%	22.25%	33
CAMSX	Cambiar Small Cap Fund	Small Cap Blend Equities	Aug 31, 2004	1.10%	3.87%	8.16%	10.21%	39
CAPEX	Eaton Vance Tax Managed Growth 1.0 Fund	Large Cap Growth Equities	Mar 28, 1966	0.45%	-4.75%	13.90%	3.49%	35
CAPTX	Canterbury Portfolio Thermostat Fund	Tactical Allocation	Aug 1, 2016	1.98%	3.62%	—	0.00%	64
CAREX	Domini Sustainable Solutions Fund	Global Equities	Mar 31, 2020	1.40%	4.62%	—	0.00%	68
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	Apr 30, 2015	0.86%	-1.89%	11.17%	6.86%	38
CAXAX	Catalyst/MAP Global Equity Fund	Global Equities	Jul 28, 2011	1.21%	5.37%	9.32%	6.20%	86
CBLSX	Allspring C&B Large Cap Value Fund	Large Cap Value Equities	Jul 26, 2004	0.75%	-0.48%	11.36%	13.17%	33
CCASX	Conestoga Small Cap	Small Cap Growth Equities	Oct 1, 2002	1.10%	-4.77%	8.88%	5.86%	2
CCCNX	Center Coast Brookfield Midstream Focus Fund	Energy Equities	Dec 30, 2010	1.21%	22.40%	9.67%	4.57%	26
CCGSX	Chautauqua Global Growth Fund	Global Equities	Apr 14, 2016	1.05%	-8.82%	—	6.43%	21
CCIZX	Columbia Seligman Technology and Information Fund ...	Technology Equities	Sep 27, 2010	0.91%	7.89%	23.48%	7.41%	93
CCMMX	Conestoga Mid Cap Fund	Mid Cap Growth Equities	Jun 28, 2021	1.05%	—	—	0.36%	—
CCOYX	Columbia Seligman Technology and Information Fund ...	Technology Equities	Jun 23, 1983	0.82%	7.91%	—	7.49%	93

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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