Equity Mutual Funds List

Number of Funds: 3,623
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.57%
Avg. 1 Year Return: 25.74%
Median Risk/Return Score: 42 / 100

3538 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
CFIMX	Clipper Fund	Large Cap Blend Equities	Feb 29, 1984	0.71%	10.01%	13.00%	7.55%	82
CFIPX	Franklin Global Equity Fund	Global Equities	Feb 28, 1991	1.30%	9.68%	14.02%	5.85%	69
CFJIX	Calvert US Large-Cap Value Responsible Index Fund	Large Cap Value Equities	Jun 19, 2015	0.24%	16.12%	11.85%	7.89%	76
CFLGX	ClearBridge Tactical Dividend Income Fund	Large Cap Value Equities	Oct 19, 1990	1.44%	9.69%	9.79%	4.03%	52
CFMSX	Column Mid Cap Select Fund	Mid Cap Blend Equities	Dec 11, 2023	0.52%	8.16%	—	1.96%	22
CFNDX	Cargile Fund	Tactical Allocation	Jul 8, 2018	1.52%	8.94%	—	0.96%	57
CFVLX	Commerce Value Fund	Large Cap Value Equities	Mar 3, 1997	0.67%	11.17%	10.01%	10.42%	66
CFWAX	Calvert Global Water Fund	Energy Equities	Sep 29, 2008	1.24%	4.05%	8.44%	4.59%	10
CGAEX	Calvert Global Energy Solutions Fund Class A	Energy Equities	May 31, 2007	1.24%	22.04%	11.29%	0.42%	86
CGHIX	Timber Point Global Allocations Fund	Tactical Allocation	Apr 9, 2013	1.55%	6.92%	4.29%	0.23%	27
CGIAX	American Funds International Growth and Income Fun...	Foreign Large Cap Equities	Oct 1, 2008	0.93%	12.99%	9.49%	7.29%	57
CGJIX	Calvert US Large-Cap Growth Responsible Index Fund	Large Cap Growth Equities	Jun 19, 2015	0.24%	11.57%	17.67%	2.73%	49
CGRWX	Invesco Comstock Select Fund	Large Cap Value Equities	Sep 16, 1985	0.92%	7.76%	11.86%	12.53%	57
CGVIX	Causeway Global Value Fund	Global Equities	Apr 28, 2008	0.85%	4.21%	11.81%	9.46%	35
CHAIX	Chase Growth Fund Institutional Class	Large Cap Growth Equities	Jan 29, 2007	1.00%	26.18%	18.29%	6.50%	89
CHASX	Chase Growth Fund	Large Cap Growth Equities	Dec 2, 1997	1.14%	26.20%	20.32%	7.23%	89
CHCGX	Chesapeake Growth Fund	Large Cap Growth Equities	Sep 29, 1997	1.67%	3.61%	10.81%	7.39%	21
CHCLX	AB Discovery Growth Fund	Mid Cap Growth Equities	Jul 7, 1938	0.91%	15.10%	13.21%	10.08%	24
CHDEX	Cullen High Dividend Equity Fund	Large Cap Value Equities	Aug 1, 2003	1.00%	9.03%	9.85%	13.98%	76
CHILX	BlackRock China A Opportunities Fund	China Equities	Dec 26, 2018	0.99%	13.66%	—	2.58%	77

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 ARKVX (99) and FDCPX (98). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
ARKVX	ARK Venture Fund	99	—	Sep 2022
FDCPX	Fidelity Select Tech Hardware Portfolio	98	—	Jul 1985
VARBX	Vivaldi Merger Arbitrage Fund Class I	98	—	Oct 2015
DEMAX	Nomura Emerging Markets Fund Class A	98	—	Jun 1996
DEMCX	Nomura Emerging Markets Fund Class C	98	—	Jun 1996

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SMPIX (53.79%). Across the lineup, Equity Mutual funds show an average 1-year return of 25.74% and an average 5-year return of 8.75%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SMPIX	ProFunds Semiconductor UltraSector Fund	53.79%	—	Jun 2000
FSELX	Fidelity Select Semiconductors Portfolio	45.84%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	42.85%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	42.49%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	42.13%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FBLEX (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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 2019

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (883.64%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.57%, 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	883.64%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
PIUIX	Federated Hermes International Equity Fd	177.43%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	169.45%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	162.39%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,985 Mutual funds Multi-Asset · 1,522 Mutual funds Alternatives · 132 Mutual funds Real Estate · 115 Mutual funds Commodity · 63 Mutual funds Preferred Stock · 11 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.