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
CMIEX	Multi-Manager International Equity Strategies Fund	Foreign Large Cap Equities	May 17, 2018	0.99%	-1.31%	—	9.04%	52
CMIUX	Six Circles Managed Equity Portfolio International...	Europe Equities	Apr 9, 2019	0.13%	1.79%	—	2.57%	71
CMJAX	Calvert US Mid-Cap Core Responsible Index Fund Cla...	Mid Cap Blend Equities	Oct 30, 2015	0.49%	1.30%	10.57%	4.35%	28
CMJIX	Calvert US Mid-Cap Core Responsible Index Fund	Mid Cap Blend Equities	Oct 30, 2015	0.24%	1.36%	10.88%	4.53%	29
CMLIX	Congress Large Cap Growth Fund	Large Cap Growth Equities	Mar 15, 1928	0.68%	-6.85%	15.05%	7.82%	18
CMNWX	Principal Capital Appreciation Fund	Large Cap Blend Equities	Nov 24, 1986	0.80%	-2.99%	14.22%	9.02%	39
CMSCX	Columbia Small Cap Growth Fund	Small Cap Growth Equities	Oct 1, 1996	0.96%	-1.60%	15.19%	5.01%	58
CMTFX	Columbia Global Technology Growth Fund	Technology Equities	Nov 8, 2000	0.92%	-4.44%	21.36%	3.23%	66
CNGLX	Commonwealth Global Fund	Global Equities	Dec 2, 2002	2.49%	-2.99%	5.25%	3.65%	12
CNJFX	Commonwealth Japan Fund	Japan Equities	Jul 9, 1989	1.75%	7.78%	4.50%	1.12%	68
CNPIX	ProFunds Consumer Goods UltraSector Fund	Leveraged Equities, Leveraged	Jan 29, 2004	1.78%	7.65%	13.71%	0.56%	3
CNWIX	Calamos Evolving World Growth Fund Class I	Emerging Markets Equities	—	1.05%	9.45%	8.87%	0.06%	71
COAGX	Caldwell & Orkin - Gator Capital Long/Short Fund	Long-Short	Aug 23, 1992	2.00%	—	—	0.00%	—
COFYX	Columbia Contrarian Core Fund Institutional 3 Clas...	Large Cap Value Equities	Nov 9, 2012	0.61%	-4.78%	14.06%	7.64%	38
COIIX	Calvert International Opportunities Fund	Foreign Small & Mid Cap Equities	May 30, 2007	1.06%	-2.85%	5.94%	3.59%	15
COMAX	DWS Digital Horizons Fund Class A	Technology Equities	Jun 4, 1998	1.25%	-12.54%	—	61.34%	7
COPLX	Copley Fund	Large Cap Value Equities	Sep 1, 1978	2.37%	-4.39%	10.18%	0.00%	30
COSNX	Columbia Overseas Core Fund	Foreign Large Cap Equities	Mar 5, 2018	0.97%	1.92%	—	9.37%	82
COSSX	Columbia Overseas Value Fund Institutional 2 Class	Foreign Large Cap Equities	Jul 1, 2015	0.82%	4.47%	10.35%	7.69%	90
COSTX	Columbia Overseas Core Fund Institutional 2 Class	Foreign Large Cap Equities	Mar 5, 2018	0.84%	2.00%	—	9.42%	82

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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