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
CNWIX	Calamos Evolving World Growth Fund Class I	Emerging Markets Equities	—	1.05%	47.87%	11.99%	0.04%	84
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%	10.01%	15.42%	6.61%	55
COIIX	Calvert International Opportunities Fund	Foreign Small & Mid Cap Equities	May 30, 2007	1.06%	6.44%	6.51%	3.28%	7
COMAX	DWS Digital Horizons Fund Class A	Technology Equities	Jun 4, 1998	1.25%	7.18%	—	0.05%	9
COPLX	Copley Fund	Large Cap Value Equities	Sep 1, 1978	2.37%	7.86%	11.23%	0.00%	55
COSNX	Columbia Overseas Core Fund	Foreign Large Cap Equities	Mar 5, 2018	0.97%	7.92%	—	8.85%	38
COSSX	Columbia Overseas Value Fund Institutional 2 Class	Foreign Large Cap Equities	Jul 1, 2015	0.82%	6.81%	10.19%	7.52%	44
COSTX	Columbia Overseas Core Fund Institutional 2 Class	Foreign Large Cap Equities	Mar 5, 2018	0.84%	7.99%	—	8.90%	38
COSYX	Columbia Overseas Value Fund Institutional 3 Class	Foreign Large Cap Equities	Jul 1, 2015	0.77%	6.79%	10.23%	7.54%	44
COSZX	Columbia Overseas Value Fund	Foreign Large Cap Equities	Mar 30, 2008	0.90%	6.76%	10.09%	7.41%	44
COTZX	Columbia Thermostat Fund	Tactical Allocation	Sep 24, 2002	0.24%	3.38%	7.41%	3.26%	73
CPEAX	Catalyst Dynamic Alpha Fund	Large Cap Growth Equities	Dec 22, 2011	1.38%	26.43%	13.21%	12.45%	54
CPGAX	American Funds Global Growth Portfolio	Global Equities	May 17, 2012	0.40%	12.58%	12.39%	4.97%	52
CPIEX	Counterpoint Tactical Equity Fund	Long-Short	Nov 29, 2015	1.75%	11.80%	8.98%	4.98%	36
CPLIX	Calamos Phineus Long/Short Fund	Long-Short	Apr 4, 2016	1.38%	-1.13%	6.89%	5.59%	4
CPOAX	Morgan Stanley Insight A	Large Cap Growth Equities	Jan 29, 2002	1.15%	1.91%	16.75%	0.00%	6
CPODX	Morgan Stanley Insight Fund	Large Cap Growth Equities	Jul 28, 1997	0.83%	2.03%	17.05%	0.00%	6
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	Preferred Stock/Convertible Bonds	May 2, 2010	0.84%	1.58%	4.62%	5.78%	80
CRAZX	Columbia Adaptive Risk Allocation Fund	Tactical Allocation	Jun 18, 2012	0.74%	9.54%	7.13%	2.62%	85

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 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
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
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018

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.