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
CHTRX	Invesco Charter Fund	Large Cap Blend Equities	Nov 26, 1968	1.03%	6.65%	11.41%	6.77%	38
CHTTX	AMG River Road Mid Cap Value Fund	Mid Cap Value Equities	Sep 19, 1994	1.10%	-0.10%	8.13%	0.00%	2
CHUSX	Alger Global Focus Fund	Global Equities	Nov 2, 2003	1.50%	9.33%	11.04%	8.20%	12
CIAOX	Capital Advisors Growth Fund	Large Cap Growth Equities	Dec 31, 1999	1.01%	5.97%	14.29%	4.06%	26
CIGEX	Calamos Global Equity Fund	Global Equities	Feb 28, 2007	1.15%	21.41%	15.55%	12.66%	46
CIGIX	Calamos International Growth Fund	Foreign Large Cap Equities	Mar 15, 2005	0.85%	32.32%	10.21%	10.19%	50
CIGYX	AB Concentrated International Growth Portfolio	Foreign Large Cap Equities	Apr 14, 2015	0.87%	-1.57%	4.08%	0.62%	2
CIHIX	Cullen International High Dividend Fund	Foreign Large Cap Equities	Dec 14, 2005	1.00%	10.07%	7.65%	3.72%	37
CII	BlackRock Enhanced Large Cap Core Fund	Derivative Income	Apr 27, 2004	0.91%	7.41%	14.80%	15.98%	76
CILGX	Clarkston Fund	Large Cap Value Equities	Apr 1, 2016	0.70%	-5.41%	—	4.33%	4
CIMDX	Clarkston Founders Fund	Mid Cap Value Equities	Jan 31, 2017	0.95%	-4.16%	—	3.38%	4
CIOVX	Causeway International Opps Fd	Foreign Large Cap Equities	Dec 30, 2009	1.20%	13.10%	10.43%	7.71%	47
CIPIX	Champlain Mid Cap Fund Institutional Class	Mid Cap Growth Equities	Jun 30, 2008	0.84%	-0.34%	9.04%	17.29%	3
CIPMX	Champlain Mid Cap Fund	Mid Cap Growth Equities	Jun 30, 2008	1.09%	-0.46%	9.58%	18.26%	3
CIPSX	Champlain Small Company Fund	Small Cap Growth Equities	Nov 30, 2004	1.26%	3.20%	7.03%	0.00%	1
CISIX	Calvert US Large-Cap Core Responsible Index Fund	Large Cap Blend Equities	Jun 30, 2000	0.24%	12.80%	15.54%	4.78%	69
CISMX	Clarkston Partners Fund	Mid Cap Value Equities	Sep 15, 2015	1.00%	0.00%	5.96%	4.65%	3
CIUEX	Six Circles International Unconstrained Equity Fun...	Foreign Large Cap Equities	Jul 9, 2018	0.10%	8.15%	—	2.92%	23
CIVIX	Causeway International Value Instl	Foreign Large Cap Equities	Oct 26, 2001	0.85%	6.21%	10.21%	9.15%	25
CIVVX	Causeway International Value Fund	Foreign Large Cap Equities	Oct 25, 2001	1.10%	6.15%	9.95%	9.04%	24

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 FSOSX (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
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
PHSWX	Parvin Hedged Equity Solari World Fund	0.01%	—	Jan 2021

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.