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
CDHIX	Calvert International Responsible Index Fund	Foreign Large Cap Equities	Oct 30, 2015	0.29%	17.74%	10.80%	2.88%	74
CDOFX	Crawford Small Cap Dividend Fund	Small Cap Blend Equities	Sep 26, 2012	0.99%	17.84%	8.93%	3.00%	39
CEE	The Central and Eastern Europe Fund	Europe Equities	Mar 6, 1990	1.26%	19.10%	4.73%	1.84%	54
CEFIX	Calvert Emerging Markets Advancement Fund	Emerging Markets Equities	Sep 30, 2019	0.97%	18.86%	—	2.64%	60
CEMFX	Cullen Emerging Markets High Dividend Fund	Emerging Markets Equities	Aug 30, 2012	1.00%	20.35%	10.09%	2.09%	80
CEMIX	Causeway Emerging Markets Fund	Emerging Markets Equities	Mar 28, 2007	1.10%	23.32%	10.19%	2.02%	65
CEMVX	Causeway Emerging Markets Investor	Emerging Markets Equities	Mar 30, 2007	1.36%	23.08%	9.93%	1.84%	63
CEYIX	Calvert Equity Fund Class I	Large Cap Growth Equities, ESG	—	0.66%	-3.50%	12.13%	19.07%	3
CFAGX	Commerce MidCap Growth Fund	Mid Cap Growth Equities	Dec 12, 1994	0.71%	4.25%	10.01%	23.88%	4
CFGRX	Commerce Growth Fund	Large Cap Growth Equities	Dec 12, 1994	0.68%	4.86%	15.68%	18.72%	20
CFIMX	Clipper Fund	Large Cap Blend Equities	Feb 29, 1984	0.71%	13.48%	13.19%	8.11%	93
CFIPX	Franklin Global Equity Fund	Global Equities	Feb 28, 1991	1.30%	12.41%	14.08%	5.71%	85
CFJIX	Calvert US Large-Cap Value Responsible Index Fund	Large Cap Value Equities	Jun 19, 2015	0.24%	23.99%	12.22%	7.39%	95
CFLGX	ClearBridge Tactical Dividend Income Fund	Large Cap Value Equities	Oct 19, 1990	1.44%	10.48%	9.29%	4.03%	57
CFMSX	Column Mid Cap Select Fund	Mid Cap Blend Equities	Dec 11, 2023	0.52%	11.38%	—	1.90%	33
CFNDX	Cargile Fund	Tactical Allocation	Jul 8, 2018	1.52%	—	—	1.27%	—
CFVLX	Commerce Value Fund	Large Cap Value Equities	Mar 3, 1997	0.67%	17.17%	10.19%	9.84%	90
CFWAX	Calvert Global Water Fund	Energy Equities	Sep 29, 2008	1.24%	7.95%	8.55%	4.42%	20
CGAEX	Calvert Global Energy Solutions Fund Class A	Energy Equities	May 31, 2007	1.24%	12.15%	10.65%	0.46%	44
CGFAX	American Funds The Growth Fund of America Class 52...	Large Cap Growth Equities	Feb 15, 2002	0.62%	7.35%	15.21%	10.14%	23

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.