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
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	Mar 23, 2011	1.05%	3.89%	—	0.00%	81
CUSEX	Capital Group U.S. Equity Fund	Large Cap Growth Equities	Apr 1, 2011	0.42%	-4.57%	11.78%	9.53%	40
CUSIX	Cullen Small Cap Value Fund	Small Cap Value Equities	Oct 1, 2009	1.00%	-3.02%	6.56%	1.11%	6
CUSUX	Six Circles U.S. Unconstrained Equity Fund	Large Cap Blend Equities	Jul 9, 2018	0.05%	-6.10%	—	9.77%	39
CVAAX	Calamos Select Fund	Large Cap Blend Equities	Jan 2, 2002	1.15%	-6.91%	11.69%	5.88%	24
CVFCX	Pioneer Disciplined Value Fund	Large Cap Value Equities	Dec 15, 2005	0.91%	1.54%	10.63%	5.76%	36
CVGRX	Calamos Growth Fund	Large Cap Growth Equities	Sep 4, 1990	1.28%	-8.74%	12.77%	9.66%	27
CVISX	Causeway International Small Cap Fund	Foreign Small & Mid Cap Equities	Oct 19, 2014	1.35%	7.94%	11.18%	15.34%	95
CVLVX	Cullen Value Fund	Large Cap Value Equities	Aug 31, 2012	0.75%	3.38%	10.29%	3.67%	71
CWGIX	American Funds Capital World Growth and Income Fun...	Global Equities	Mar 26, 1993	0.75%	-0.15%	10.73%	10.59%	73
CWSGX	Chartwell Small Cap Growth Fund	Small Cap Growth Equities	Jun 16, 2017	1.05%	5.46%	—	0.83%	72
CWSIX	Chartwell Small Cap Value Fund	Small Cap Value Equities	Mar 16, 2012	1.05%	6.41%	7.51%	20.98%	23
CWVGX	Calvert International Equity Fund	Foreign Large Cap Equities	Jul 1, 1992	1.14%	-4.84%	7.17%	6.05%	14
CYPIX	ProFunds Consumer Services Ultra Sector Fund	Leveraged Equities, Leveraged	Jan 29, 2004	1.54%	-14.77%	12.02%	0.00%	7
CZMGX	Multi-Manager Growth Strategies Fund	Large Cap Growth Equities	Jan 3, 2017	0.74%	-8.61%	—	12.05%	21
CZMSX	Multi-Manager Small Cap Equity Strategies Fund	Small Cap Blend Equities	Jan 3, 2017	0.99%	1.57%	—	8.71%	21
CZMVX	Multi-Manager Value Strategies Fund	Large Cap Value Equities	Jan 3, 2017	0.69%	3.29%	—	14.94%	37
CZOVX	Zacks All-Cap Core Fund	Large Cap Blend Equities	Dec 5, 2005	1.00%	-1.90%	13.01%	2.35%	47
DAABX	DFA U.S. Sustainability Targeted Value Portfolio	Small Cap Value Equities	Oct 5, 2020	0.36%	2.11%	—	1.40%	35
DAFGX	Dunham Focused Large Cap Growth Fund	Large Cap Growth Equities	Dec 8, 2011	1.37%	-15.30%	11.08%	19.49%	3

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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