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
CAMOX	Cambiar Opportunity Portfolio	Large Cap Value Equities	Jun 30, 1998	0.85%	17.72%	12.72%	19.13%	88
CAMSX	Cambiar Small Cap Fund	Small Cap Blend Equities	Aug 31, 2004	1.10%	20.24%	9.10%	8.82%	71
CAPEX	Eaton Vance Tax Managed Growth 1.0 Fund	Large Cap Growth Equities	Mar 28, 1966	0.45%	10.18%	14.89%	3.00%	47
CAPTX	Canterbury Portfolio Thermostat Fund	Tactical Allocation	Aug 1, 2016	1.98%	10.77%	—	0.00%	72
CAREX	Domini Sustainable Solutions Fund	Global Equities	Mar 31, 2020	1.40%	18.07%	—	0.03%	75
CAVAX	SEI Catholic Values Trust Catholic Values Equity F...	Large Cap Blend Equities	Apr 30, 2015	0.86%	11.56%	11.92%	6.04%	68
CAXAX	Catalyst/MAP Global Equity Fund	Global Equities	Jul 28, 2011	1.21%	10.75%	9.37%	5.90%	65
CBLSX	Allspring C&B Large Cap Value Fund	Large Cap Value Equities	Jul 26, 2004	0.75%	11.45%	11.98%	11.76%	55
CCALX	Conestoga Small Cap Fund Institutional Class	Small Cap Growth Equities	Aug 14, 2014	0.90%	6.13%	9.35%	5.12%	6
CCASX	Conestoga Small Cap	Small Cap Growth Equities	Oct 1, 2002	1.10%	5.99%	9.13%	5.27%	6
CCCNX	Center Coast Brookfield Midstream Focus Fund	Energy Equities	Dec 30, 2010	1.21%	23.83%	7.77%	4.61%	58
CCGSX	Chautauqua Global Growth Fund	Global Equities	Apr 14, 2016	1.05%	5.53%	—	2.78%	26
CCOYX	Columbia Seligman Technology and Information Fund ...	Technology Equities	Jun 23, 1983	0.82%	49.85%	—	5.39%	95
CCSMX	Conestoga SMid Cap Fund	Mid Cap Growth Equities	Jan 21, 2014	1.10%	-4.67%	9.25%	2.29%	1
CCVAX	Calvert Small-Cap Fund	Small Cap Blend Equities	Oct 1, 2004	1.19%	10.64%	8.28%	12.76%	14
CCWSX	Chautauqua International Growth Fund	Foreign Large Cap Equities	Apr 14, 2016	1.05%	-1.18%	—	1.44%	7
CDAZX	Multi-Manager Directional Alternative Strategies F...	Long-Short	Jan 2, 2017	1.84%	8.13%	—	21.52%	87
CDDRX	Columbia Dividend Income Fund Class R5	Large Cap Value Equities	May 31, 2013	1.15%	12.43%	12.60%	4.75%	92
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	Large Cap Value Equities, Dividend	Nov 8, 2012	0.55%	12.46%	12.66%	4.78%	93
CDGIX	Crawford Large Cap Dividend Fund	Large Cap Blend Equities	Jan 5, 2004	0.89%	4.82%	9.46%	5.68%	21

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.