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
DAGVX	BNY Mellon Dynamic Value Fund	Large Cap Value Equities	Sep 29, 1995	0.93%	2.48%	12.79%	6.52%	46
DALCX	Dean Mid Cap Value Fund	Mid Cap Value Equities	May 28, 1997	0.85%	5.90%	10.47%	5.82%	30
DASCX	Dean Small Cap Value Fund	Small Cap Value Equities	May 28, 1997	1.13%	4.63%	7.69%	1.91%	29
DAVPX	Davenport Core Fund	Large Cap Growth Equities	Jan 15, 1998	0.86%	-5.42%	10.87%	4.66%	14
DBMYX	BNY Mellon Small/Mid Cap Growth Fund Class Y	Mid Cap Growth Equities	Jun 1, 2013	0.63%	-3.07%	11.19%	52.81%	21
DCCIX	Delaware Small Cap Core Fund	Small Cap Blend Equities	Dec 29, 1998	0.81%	0.30%	9.43%	4.39%	19
DCDGX	Dunham Small Cap Growth Fund	Small Cap Growth Equities	Dec 10, 2004	2.83%	1.53%	11.63%	6.64%	54
DCINX	Dunham International Stock Fund	Foreign Large Cap Equities	Dec 10, 2004	2.92%	7.00%	11.21%	10.23%	94
DCLVX	Dunham Large Cap Value Fund	Large Cap Value Equities	Dec 10, 2004	2.10%	1.46%	8.92%	4.73%	52
DCSVX	Dunham Small Cap Value Fund	Small Cap Value Equities	Dec 10, 2004	2.05%	5.71%	6.58%	7.07%	56
DCUIX	DWS CROCI U.S. Fund	Large Cap Value Equities	Apr 10, 2015	0.67%	-0.68%	9.39%	11.23%	49
DDDIX	13D Activist Fund	Mid Cap Blend Equities	Dec 28, 2011	1.51%	2.98%	8.90%	4.49%	25
DDVCX	Nomura Value Fund Class C	Large Cap Value Equities	Apr 30, 2002	1.72%	2.39%	7.10%	25.82%	29
DDVIX	Delaware Value Fund	Large Cap Value Equities	Sep 14, 1998	0.68%	2.61%	8.22%	27.47%	34
DEMAX	Nomura Emerging Markets Fund Class A	Emerging Markets Equities	Jun 10, 1996	1.42%	11.18%	13.98%	17.11%	96
DEMCX	Nomura Emerging Markets Fund Class C	Emerging Markets Equities	Jun 10, 1996	2.17%	10.95%	13.13%	18.45%	96
DEOPX	Davenport Equity Opportunities Fund	Mid Cap Blend Equities	Dec 31, 2010	0.88%	-2.96%	9.60%	3.10%	3
DESGX	DWS ESG Core Equity Fund	Large Cap Blend Equities	Jul 31, 2005	0.64%	-2.96%	11.96%	5.94%	60
DEVLX	Delaware Small Cap Value Fund	Small Cap Value Equities	Jun 24, 1987	1.11%	6.33%	9.26%	12.94%	38
DFALX	DFA Large Cap International Portfolio	Foreign Large Cap Equities	Jul 17, 1991	0.18%	3.52%	9.72%	2.92%	84

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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