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
CGAEX	Calvert Global Energy Solutions Fund Class A	Energy Equities	May 31, 2007	1.24%	8.51%	10.20%	0.47%	95
CGHIX	Timber Point Global Allocations Fund	Tactical Allocation	Apr 9, 2013	1.55%	-1.96%	3.47%	0.25%	28
CGIAX	American Funds International Growth and Income Fun...	Foreign Large Cap Equities	Oct 1, 2008	0.93%	2.61%	8.83%	8.03%	86
CGJIX	Calvert US Large-Cap Growth Responsible Index Fund	Large Cap Growth Equities	Jun 19, 2015	0.24%	-5.54%	15.88%	3.22%	35
CGRWX	Invesco Comstock Select Fund	Large Cap Value Equities	Sep 16, 1985	0.92%	-0.98%	11.35%	13.64%	32
CGVIX	Causeway Global Value Fund	Global Equities	Apr 28, 2008	0.85%	-4.81%	11.42%	10.36%	52
CHASX	Chase Growth Fund	Large Cap Growth Equities	Dec 2, 1997	1.14%	1.39%	17.75%	9.00%	81
CHCGX	Chesapeake Growth Fund	Large Cap Growth Equities	Sep 29, 1997	1.67%	-7.53%	9.80%	8.28%	26
CHCLX	AB Discovery Growth Fund	Mid Cap Growth Equities	Jul 7, 1938	0.91%	-1.24%	12.08%	11.75%	26
CHDEX	Cullen High Dividend Equity Fund	Large Cap Value Equities	Aug 1, 2003	1.00%	3.49%	9.63%	14.76%	59
CHILX	BlackRock China A Opportunities Fund	China Equities	Dec 26, 2018	0.99%	0.50%	—	2.92%	67
CHTRX	Invesco Charter Fund	Large Cap Blend Equities	Nov 26, 1968	1.03%	-6.00%	10.33%	7.68%	29
CHTTX	AMG River Road Mid Cap Value Fund	Mid Cap Value Equities	Sep 19, 1994	1.10%	-2.72%	0.40%	0.00%	3
CHUSX	Alger Global Focus Fund	Global Equities	Nov 2, 2003	1.50%	-1.82%	10.16%	9.13%	23
CIAOX	Capital Advisors Growth Fund	Large Cap Growth Equities	Dec 31, 1999	1.01%	-5.53%	13.57%	4.56%	29
CIGEX	Calamos Global Equity Fund	Global Equities	Feb 28, 2007	1.15%	0.44%	13.67%	15.30%	58
CIGIX	Calamos International Growth Fund	Foreign Large Cap Equities	Mar 15, 2005	0.85%	4.70%	8.07%	12.88%	55
CIGYX	AB Concentrated International Growth Portfolio	Foreign Large Cap Equities	Apr 14, 2015	0.87%	-10.32%	3.42%	0.68%	3
CIHIX	Cullen International High Dividend Fund	Foreign Large Cap Equities	Dec 14, 2005	1.00%	4.90%	7.54%	3.90%	77
CII	BlackRock Enhanced Large Cap Core Fund	Derivative Income	Apr 27, 2004	0.91%	-5.21%	13.64%	17.89%	89

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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