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
CCSMX	Conestoga SMid Cap Fund	Mid Cap Growth Equities	Jan 21, 2014	1.10%	-9.72%	9.67%	2.41%	1
CCVAX	Calvert Small-Cap Fund	Small Cap Blend Equities	Oct 1, 2004	1.19%	-2.31%	7.66%	14.45%	2
CCWSX	Chautauqua International Growth Fund	Foreign Large Cap Equities	Apr 14, 2016	1.05%	-12.39%	—	1.63%	3
CDAZX	Multi-Manager Directional Alternative Strategies F...	Long-Short	Jan 2, 2017	1.84%	-1.68%	—	23.67%	89
CDDRX	Columbia Dividend Income Fund Class R5	Large Cap Value Equities	May 31, 2013	1.15%	3.65%	12.30%	5.15%	60
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	Large Cap Value Equities, Dividend	Nov 8, 2012	0.55%	3.68%	12.36%	5.19%	60
CDGIX	Crawford Large Cap Dividend Fund	Large Cap Blend Equities	Jan 5, 2004	0.89%	-3.98%	9.24%	5.85%	10
CDHIX	Calvert International Responsible Index Fund	Foreign Large Cap Equities	Oct 30, 2015	0.29%	2.56%	9.69%	3.30%	78
CDOFX	Crawford Small Cap Dividend Fund	Small Cap Blend Equities	Sep 26, 2012	0.99%	5.03%	8.65%	3.37%	16
CEE	The Central and Eastern Europe Fund	Europe Equities	Mar 6, 1990	1.26%	2.26%	3.20%	2.14%	45
CFAGX	Commerce MidCap Growth Fund	Mid Cap Growth Equities	Dec 12, 1994	0.71%	-3.39%	9.91%	25.76%	5
CFGRX	Commerce Growth Fund	Large Cap Growth Equities	Dec 12, 1994	0.68%	-7.92%	14.83%	21.32%	19
CFIMX	Clipper Fund	Large Cap Blend Equities	Feb 29, 1984	0.71%	-1.32%	12.72%	8.42%	67
CFIPX	Franklin Global Equity Fund	Global Equities	Feb 28, 1991	1.30%	-1.49%	13.04%	6.51%	69
CFJIX	Calvert US Large-Cap Value Responsible Index Fund	Large Cap Value Equities	Jun 19, 2015	0.24%	1.52%	10.78%	9.02%	42
CFLGX	ClearBridge Tactical Dividend Income Fund	Large Cap Value Equities	Oct 19, 1990	1.44%	0.89%	9.43%	3.58%	14
CFMSX	Column Mid Cap Select Fund	Mid Cap Blend Equities	Dec 11, 2023	0.52%	1.19%	—	2.09%	20
CFNDX	Cargile Fund	Tactical Allocation	Jul 8, 2018	1.52%	-3.56%	—	1.09%	40
CFVLX	Commerce Value Fund	Large Cap Value Equities	Mar 3, 1997	0.67%	4.33%	9.78%	11.11%	41
CFWAX	Calvert Global Water Fund	Energy Equities	Sep 29, 2008	1.24%	1.54%	8.83%	4.70%	35

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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