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
CGHIX	Timber Point Global Allocations Fund	Tactical Allocation	Apr 9, 2013	1.55%	6.92%	4.22%	0.23%	25
CGIAX	American Funds International Growth and Income Fun...	Foreign Large Cap Equities	Oct 1, 2008	0.93%	12.40%	9.32%	6.87%	71
CGJIX	Calvert US Large-Cap Growth Responsible Index Fund	Large Cap Growth Equities	Jun 19, 2015	0.24%	9.92%	17.05%	2.77%	38
CGRWX	Invesco Comstock Select Fund	Large Cap Value Equities	Sep 16, 1985	0.92%	11.38%	12.00%	12.22%	86
CGVIX	Causeway Global Value Fund	Global Equities	Apr 28, 2008	0.85%	9.08%	12.31%	9.04%	51
CHAIX	Chase Growth Fund Institutional Class	Large Cap Growth Equities	Jan 29, 2007	1.00%	23.79%	17.56%	6.63%	83
CHASX	Chase Growth Fund	Large Cap Growth Equities	Dec 2, 1997	1.14%	23.80%	19.59%	7.37%	84
CHCGX	Chesapeake Growth Fund	Large Cap Growth Equities	Sep 29, 1997	1.67%	4.85%	10.74%	7.30%	21
CHCLX	AB Discovery Growth Fund	Mid Cap Growth Equities	Jul 7, 1938	0.91%	7.99%	12.19%	10.74%	18
CHDEX	Cullen High Dividend Equity Fund	Large Cap Value Equities	Aug 1, 2003	1.00%	14.19%	9.92%	13.35%	92
CHILX	BlackRock China A Opportunities Fund	China Equities, Asia Pacific Equities	Dec 26, 2018	0.99%	5.48%	—	2.79%	36
CHTRX	Invesco Charter Fund	Large Cap Blend Equities	Nov 26, 1968	1.03%	7.96%	11.14%	6.69%	37
CHTTX	AMG River Road Mid Cap Value Fund	Mid Cap Value Equities	Sep 19, 1994	1.10%	5.95%	8.29%	0.00%	4
CHUSX	Alger Global Focus Fund	Global Equities	Nov 2, 2003	1.50%	7.19%	10.67%	8.37%	10
CIAOX	Capital Advisors Growth Fund	Large Cap Growth Equities	Dec 31, 1999	1.01%	8.96%	14.39%	3.95%	31
CIGEX	Calamos Global Equity Fund	Global Equities	Feb 28, 2007	1.15%	13.90%	14.36%	13.49%	28
CIGIX	Calamos International Growth Fund	Foreign Large Cap Equities	Mar 15, 2005	0.85%	17.68%	8.84%	11.46%	27
CIGYX	AB Concentrated International Growth Portfolio	Foreign Large Cap Equities	Apr 14, 2015	0.87%	0.35%	4.18%	0.61%	5
CIHIX	Cullen International High Dividend Fund	Foreign Large Cap Equities	Dec 14, 2005	1.00%	13.92%	8.07%	3.98%	74
CILGX	Clarkston Fund	Large Cap Value Equities	Apr 1, 2016	0.70%	3.98%	—	3.94%	19

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
BPLEX	Boston Partners Long/Short Equity Fund Investor Cl...	98	—	Nov 1998

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.