Equity Mutual Funds List

Number of Funds: 3,784
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.58%
Avg. 1 Year Return: 22.03%
Median Risk/Return Score: 53 / 100

3702 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
COSTX	Columbia Overseas Core Fund Institutional 2 Class	Foreign Large Cap Equities	Mar 5, 2018	0.84%	7.92%	—	16.46%	38
COSYX	Columbia Overseas Value Fund Institutional 3 Class	Foreign Large Cap Equities	Jul 1, 2015	0.77%	9.71%	10.85%	12.50%	63
COSZX	Columbia Overseas Value Fund	Foreign Large Cap Equities	Mar 30, 2008	0.90%	9.64%	10.70%	12.32%	65
COTZX	Columbia Thermostat Fund	Tactical Allocation	Sep 24, 2002	0.24%	3.04%	7.25%	3.26%	53
CPEAX	Catalyst Dynamic Alpha Fund	Large Cap Growth Equities	Dec 22, 2011	1.38%	17.75%	11.82%	13.37%	29
CPGAX	American Funds Global Growth Portfolio	Global Equities	May 17, 2012	0.40%	10.82%	11.91%	5.05%	46
CPIEX	Counterpoint Tactical Equity Fund	Long-Short	Nov 29, 2015	1.75%	8.55%	8.18%	5.13%	42
CPLIX	Calamos Phineus Long/Short Fund	Long-Short	Apr 4, 2016	1.38%	6.88%	7.96%	5.17%	14
CPOAX	Morgan Stanley Insight A	Large Cap Growth Equities	Jan 29, 2002	1.15%	-5.91%	15.17%	0.00%	4
CPODX	Morgan Stanley Insight Fund	Large Cap Growth Equities	Jul 28, 1997	0.83%	-5.77%	15.45%	0.00%	4
CRAZX	Columbia Adaptive Risk Allocation Fund	Tactical Allocation	Jun 18, 2012	0.74%	8.78%	6.69%	2.64%	86
CRF	Cornerstone Total Return Fund, Inc.	Large Cap Blend Equities	May 15, 1973	1.13%	-0.07%	10.67%	19.65%	17
CRFIX	Calvert Focused Value Fund	Large Cap Value Equities	Apr 28, 2022	0.74%	—	—	5.18%	—
CRIHX	CRM Long/Short Opportunities Fund	Long-Short	Aug 15, 2016	1.60%	9.22%	—	0.00%	33
CRIMX	CRM Mid Cap Value Fund	Mid Cap Blend Equities	Jan 6, 1998	0.98%	16.07%	10.58%	5.12%	47
CRMAX	CRM Small/Mid Cap Value Fund	Mid Cap Blend Equities	Sep 1, 2004	1.19%	22.83%	11.23%	4.26%	70
CRMEX	CRM All Cap Value Fund	Mid Cap Blend Equities	Oct 24, 2006	1.34%	18.27%	10.05%	8.02%	65
CRMSX	CRM Small Cap Value Fund	Small Cap Blend Equities	Sep 29, 1995	1.17%	22.07%	8.96%	8.77%	70
CRTOX	Potomac Tactical Opportunities Fund	Tactical Allocation	Jun 30, 2020	1.63%	5.98%	—	11.60%	34
CSGIX	Calamos International Small Cap Growth Fund	Foreign Small & Mid Cap Equities	Mar 30, 2022	2.67%	15.23%	—	1.06%	11

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.

Loading charts...

Time Period

Best Equity Mutual funds by Risk/Return Score

The top Equity Mutual funds by PortfoliosLab Risk/Return Score are VARBX (99) and ARKVX (99). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
VARBX	Vivaldi Merger Arbitrage Fund Class I	99	—	Oct 2015
ARKVX	ARK Venture Fund	99	—	Sep 2022
PKAIX	PIMCO RAE US Fund	98	—	Jun 2015
FGIPX	Nomura Growth and Income Fund Institutional Class	98	—	Oct 1993
FGINX	Delaware Growth and Income Fund	98	—	Oct 1993

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (46.58%). Across the lineup, Equity Mutual funds show an average 1-year return of 22.03% and an average 5-year return of 8.74%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	46.58%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	38.10%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	35.29%	—	Dec 2000
UJPIX	ProFunds UltraJapan Fund	35.06%	—	Feb 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	34.95%	—	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
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 2019
FHKFX	Fidelity Series Emerging Markets Fund	0.01%	—	Aug 2018
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012
PHSWX	Parvin Hedged Equity Solari World Fund	0.01%	—	Jan 2021

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (911.82%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.58%, 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	911.82%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
IBGIX	VY Baron Growth Portfolio	212.88%	—	May 2002
PIUIX	Federated Hermes International Equity Fd	179.55%	—	Aug 1997
MSVVX	MetLife Small Company Equity Fund	152.02%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,986 Mutual funds Multi-Asset · 1,357 Mutual funds Alternatives · 136 Mutual funds Real Estate · 114 Mutual funds Commodity · 63 Mutual funds Preferred Stock · 23 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds Fixed Income · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.