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
CRMSX	CRM Small Cap Value Fund	Small Cap Blend Equities	Sep 29, 1995	1.17%	-1.25%	7.55%	10.84%	14
CRNSX	Catholic Responsible Investments International Sma...	Foreign Small & Mid Cap Equities	Dec 2, 2021	1.15%	1.07%	—	9.93%	70
CRQSX	Catholic Responsible Investments Equity Index Fund	Large Cap Blend Equities	Dec 2, 2021	0.09%	-3.63%	—	3.54%	43
CRSSX	Catholic Responsible Investments Small-Cap Fund	Small Cap Blend Equities	Dec 2, 2021	0.29%	4.27%	—	5.14%	36
CRTBX	Conquer Risk Tactical Rotation Fund	Tactical Allocation	Jun 30, 2020	1.58%	3.34%	—	8.91%	90
CRTOX	Conquer Risk Tactical Opportunities Fund	Tactical Allocation	Jun 30, 2020	1.63%	2.39%	—	12.01%	52
CSGIX	Calamos International Small Cap Growth Fund	Foreign Small & Mid Cap Equities	Mar 30, 2022	2.67%	8.06%	—	1.13%	67
CSHZX	MainStay Cushing MLP Premier Fund	Energy Equities	Oct 19, 2010	1.20%	19.36%	12.63%	9.39%	26
CSIEX	Calvert Equity Fund	Large Cap Growth Equities	Aug 24, 1987	0.91%	-9.02%	11.66%	25.24%	3
CSMCX	Congress Small Cap Growth Fund	Small Cap Growth Equities	Dec 9, 1999	1.00%	-0.31%	15.32%	2.35%	24
CSMDX	Copeland SMID Cap Dividend Growth Fund	Small Cap Blend Equities	Feb 27, 2017	0.95%	4.59%	—	3.00%	19
CSMIX	Columbia Small Cap Value Fund I	Small Cap Value Equities	Jul 25, 1986	1.26%	1.36%	10.97%	14.04%	49
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Global Equities	Aug 28, 2017	1.22%	10.38%	7.70%	7.32%	83
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	Energy Equities	May 2, 2004	0.86%	10.50%	8.05%	7.61%	84
CSVFX	Columbia International Dividend Income Fund	Foreign Large Cap Equities	Nov 8, 2000	1.01%	4.88%	8.82%	4.70%	81
CSVZX	Columbia Select Large Cap Value Fund Institutional...	Large Cap Value Equities	Sep 27, 2010	0.60%	3.66%	12.86%	8.01%	82
CSXRX	Calvert US Large Cap Core Responsible Index Fund C...	Large Cap Blend Equities	Oct 3, 2017	0.19%	-3.83%	—	5.68%	43
CTCAX	Columbia Global Technology Growth Fund Class A	Technology Equities, Large Cap Growth Equities	Nov 9, 2000	1.18%	-4.50%	21.07%	3.44%	65
CTHRX	Columbia Global Technology Growth Fund Institution...	Technology Equities	Mar 1, 2016	0.86%	-4.43%	21.45%	3.15%	68
CTIGX	Calamos Timpani SMID Growth Fund	Mid Cap Growth Equities	Jul 31, 2019	1.10%	3.85%	—	4.42%	78

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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