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
CILGX	Clarkston Fund	Large Cap Value Equities	Apr 1, 2016	0.70%	-6.71%	—	4.39%	6
CIMDX	Clarkston Founders Fund	Mid Cap Value Equities	Jan 31, 2017	0.95%	-5.18%	—	3.42%	6
CIOVX	Causeway International Opps Fd	Foreign Large Cap Equities	Dec 30, 2009	1.20%	-1.40%	9.33%	8.84%	61
CIPIX	Champlain Mid Cap Fund Institutional Class	Mid Cap Growth Equities	Jun 30, 2008	0.84%	-8.68%	8.90%	18.87%	3
CIPMX	Champlain Mid Cap Fund	Mid Cap Growth Equities	Jun 30, 2008	1.09%	-8.75%	9.44%	19.92%	3
CIPSX	Champlain Small Company Fund	Small Cap Growth Equities	Nov 30, 2004	1.26%	-7.00%	6.90%	0.00%	0
CISIX	Calvert US Large-Cap Core Responsible Index Fund	Large Cap Blend Equities	Jun 30, 2000	0.24%	-3.84%	14.00%	5.61%	41
CISMX	Clarkston Partners Fund	Mid Cap Value Equities	Sep 15, 2015	1.00%	-2.54%	6.17%	4.77%	2
CIUEX	Six Circles International Unconstrained Equity Fun...	Foreign Large Cap Equities	Jul 9, 2018	0.10%	1.37%	—	3.12%	63
CIVIX	Causeway International Value Instl	Foreign Large Cap Equities	Oct 26, 2001	0.85%	-3.83%	9.65%	10.11%	44
CIVVX	Causeway International Value Fund	Foreign Large Cap Equities	Oct 25, 2001	1.10%	-3.87%	9.40%	9.98%	43
CLEYX	Columbia Cornerstone Equity Fund Institutional Cla...	Large Cap Growth Equities	Mar 1, 2017	0.55%	-5.22%	—	3.36%	37
CLFFX	Clifford Capital Partners Fund	Mid Cap Value Equities	Jan 30, 2014	1.15%	0.80%	10.39%	1.28%	40
CLPAX	Catalyst Nasdaq-100 Hedged Equity Fund	Derivative Income	Dec 30, 2013	1.74%	-5.57%	5.57%	9.64%	32
CLSPX	Columbia Select Mid Cap Growth Fund	Mid Cap Growth Equities	Nov 20, 1985	0.86%	-1.34%	12.12%	12.16%	41
CLTAX	Catalyst/Lyons Tactical Allocation Fund	Tactical Allocation	Jul 1, 2012	1.53%	-0.69%	6.21%	10.13%	33
CMCIX	Calvert Small/Mid-Cap Fund Class I	Small Cap Growth Equities	Jul 29, 2011	1.26%	-2.05%	—	4.34%	2
CMCMX	Conestoga Micro Cap Fund	Small Cap Growth Equities	Dec 17, 2021	1.50%	-5.55%	—	1.09%	26
CMEUX	Six Circles Managed Equity Portfolio U.S. Unconstr...	Large Cap Blend Equities	Apr 10, 2019	0.07%	-4.29%	—	1.06%	50
CMGIX	BlackRock Mid-Cap Growth Equity Portfolio	Mid Cap Growth Equities	Dec 27, 1996	0.80%	-3.05%	11.63%	21.87%	13

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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