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
COSYX	Columbia Overseas Value Fund Institutional 3 Class	Foreign Large Cap Equities	Jul 1, 2015	0.77%	4.39%	10.39%	7.72%	90
COSZX	Columbia Overseas Value Fund	Foreign Large Cap Equities	Mar 30, 2008	0.90%	4.44%	10.25%	7.58%	90
COTZX	Columbia Thermostat Fund	Tactical Allocation	Sep 24, 2002	0.24%	-1.13%	7.13%	3.41%	82
CPEAX	Catalyst Dynamic Alpha Fund	Large Cap Growth Equities	Dec 22, 2011	1.38%	1.05%	11.22%	15.58%	40
CPGAX	American Funds Global Growth Portfolio	Global Equities	May 17, 2012	0.40%	-2.93%	11.05%	5.76%	61
CPIEX	Counterpoint Tactical Equity Fund	Long-Short	Nov 29, 2015	1.75%	-1.00%	7.77%	5.62%	10
CPLIX	Calamos Phineus Long/Short Fund	Long-Short	Apr 4, 2016	1.38%	-3.44%	—	5.72%	11
CPOAX	Morgan Stanley Insight A	Large Cap Growth Equities	Jan 29, 2002	1.15%	-13.40%	15.09%	0.00%	9
CPODX	Morgan Stanley Insight Fund	Large Cap Growth Equities	Jul 28, 1997	0.83%	-13.34%	15.38%	0.00%	9
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	Preferred Stock/Convertible Bonds	May 2, 2010	0.84%	-0.47%	4.72%	5.75%	84
CRAZX	Columbia Adaptive Risk Allocation Fund	Tactical Allocation	Jun 18, 2012	0.74%	3.12%	6.76%	2.79%	83
CRDBX	Conquer Risk Defensive Bull Fund	Tactical Allocation	Jun 30, 2020	1.24%	3.11%	—	14.90%	95
CRF	Cornerstone Total Return Fund, Inc.	Large Cap Growth Equities	Jan 2, 1990	1.84%	-7.92%	11.23%	19.91%	38
CRFIX	Calvert Focused Value Fund	Large Cap Value Equities	Apr 28, 2022	0.74%	-0.65%	—	5.81%	26
CRIHX	CRM Long/Short Opportunities Fund	Long-Short	Aug 15, 2016	1.60%	0.16%	—	0.00%	18
CRIMX	CRM Mid Cap Value Fund	Mid Cap Blend Equities	Jan 6, 1998	0.98%	1.54%	10.14%	5.85%	25
CRLVX	Catholic Responsible Investments International Equ...	Foreign Large Cap Equities	Dec 2, 2021	0.97%	-1.61%	—	4.67%	36
CRMAX	CRM Small/Mid Cap Value Fund	Mid Cap Blend Equities	Sep 1, 2004	1.19%	0.75%	9.95%	5.19%	26
CRMEX	CRM All Cap Value Fund	Mid Cap Blend Equities	Oct 24, 2006	1.34%	1.01%	9.17%	9.39%	39
CRMSX	CRM Small Cap Value Fund	Small Cap Blend Equities	Sep 29, 1995	1.17%	-1.25%	7.55%	10.84%	14

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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