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
CLEYX	Columbia Cornerstone Equity Fund Institutional Cla...	Large Cap Growth Equities	Mar 1, 2017	0.55%	8.62%	—	2.94%	52
CLFFX	Clifford Capital Partners Fund	Mid Cap Value Equities	Jan 30, 2014	1.15%	10.44%	10.85%	1.17%	50
CLPAX	Catalyst Nasdaq-100 Hedged Equity Fund	Derivative Income	Dec 30, 2013	1.74%	16.56%	7.94%	7.81%	42
CLSPX	Columbia Select Mid Cap Growth Fund	Mid Cap Growth Equities	Nov 20, 1985	0.86%	18.22%	13.91%	10.14%	28
CLTAX	Catalyst/Lyons Tactical Allocation Fund	Tactical Allocation	Jul 1, 2012	1.53%	10.85%	7.56%	9.08%	37
CMCIX	Calvert Small/Mid-Cap Fund Class I	Small Cap Growth Equities	Jul 29, 2011	1.26%	3.19%	—	4.12%	3
CMCMX	Conestoga Micro Cap Fund	Small Cap Growth Equities	Dec 17, 2021	1.50%	6.31%	—	0.97%	13
CMEUX	Six Circles Managed Equity Portfolio U.S. Unconstr...	Large Cap Blend Equities	Apr 10, 2019	0.07%	11.62%	—	0.91%	75
CMGIX	BlackRock Mid-Cap Growth Equity Portfolio	Mid Cap Growth Equities	Dec 27, 1996	0.80%	9.93%	12.50%	19.28%	7
CMIEX	Multi-Manager International Equity Strategies Fund	Foreign Large Cap Equities	May 17, 2018	0.99%	10.10%	—	8.10%	30
CMIUX	Six Circles Managed Equity Portfolio International...	Europe Equities	Apr 9, 2019	0.13%	8.31%	—	2.42%	26
CMJAX	Calvert US Mid-Cap Core Responsible Index Fund Cla...	Mid Cap Blend Equities	Oct 30, 2015	0.49%	16.04%	11.60%	3.80%	49
CMJIX	Calvert US Mid-Cap Core Responsible Index Fund	Mid Cap Blend Equities	Oct 30, 2015	0.24%	16.15%	11.91%	3.95%	50
CMLIX	Congress Large Cap Growth Fund	Large Cap Growth Equities	Mar 15, 1928	0.68%	6.52%	16.52%	6.83%	21
CMNWX	Principal Capital Appreciation Fund	Large Cap Blend Equities	Nov 24, 1986	0.80%	10.54%	15.46%	7.92%	55
CMSCX	Columbia Small Cap Growth Fund	Small Cap Growth Equities	Oct 1, 1996	0.96%	25.69%	17.28%	3.92%	67
CMTFX	Columbia Global Technology Growth Fund	Technology Equities	Nov 8, 2000	0.92%	29.25%	24.72%	2.39%	79
CNGLX	Commonwealth Global Fund	Global Equities	Dec 2, 2002	2.49%	8.26%	6.10%	3.27%	22
CNJFX	Commonwealth Japan Fund	Japan Equities	Jul 9, 1989	1.75%	19.22%	5.08%	1.01%	43
CNPIX	ProFunds Consumer Goods UltraSector Fund	Leveraged Equities	Jan 29, 2004	1.78%	6.78%	13.52%	0.56%	3

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.