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
CVISX	Causeway International Small Cap Fund	Foreign Small & Mid Cap Equities	Oct 19, 2014	1.35%	17.06%	11.37%	14.15%	74
CVLVX	Cullen Value Fund	Large Cap Value Equities	Aug 31, 2012	0.75%	20.66%	10.98%	3.51%	95
CVMIX	Calvert Emerging Markets Equity Fund	Emerging Markets Equities	Oct 30, 2012	0.99%	23.37%	9.38%	1.83%	70
CWGIX	American Funds Capital World Growth and Income Fun...	Global Equities	Mar 26, 1993	0.75%	14.79%	11.64%	9.25%	78
CWSGX	Chartwell Small Cap Growth Fund	Small Cap Growth Equities	Jun 16, 2017	1.05%	24.66%	—	0.70%	70
CWSIX	Chartwell Small Cap Value Fund	Small Cap Value Equities	Mar 16, 2012	1.05%	27.52%	8.61%	17.51%	80
CWVGX	Calvert International Equity Fund	Foreign Large Cap Equities	Jul 1, 1992	1.14%	10.81%	8.76%	5.19%	37
CYPIX	ProFunds Consumer Services Ultra Sector Fund	Leveraged Equities	Jan 29, 2004	1.54%	-4.41%	12.95%	0.00%	8
CZMGX	Multi-Manager Growth Strategies Fund	Large Cap Growth Equities	Jan 3, 2017	0.74%	7.71%	—	0.00%	20
CZMSX	Multi-Manager Small Cap Equity Strategies Fund	Small Cap Blend Equities	Jan 3, 2017	0.99%	19.65%	—	7.39%	64
CZMVX	Multi-Manager Value Strategies Fund	Large Cap Value Equities	Jan 3, 2017	0.69%	13.99%	—	13.53%	90
CZOVX	Zacks All-Cap Core Fund	Large Cap Blend Equities	Dec 5, 2005	1.00%	12.33%	13.96%	2.06%	62
DAABX	DFA U.S. Sustainability Targeted Value Portfolio	Small Cap Value Equities	Oct 5, 2020	0.36%	20.51%	—	1.26%	81
DAADX	DFA Emerging Markets ex China Core Equity Portfoli...	Emerging Markets Equities	Nov 14, 2021	0.43%	24.98%	—	2.01%	72
DAFGX	Dunham Focused Large Cap Growth Fund	Large Cap Growth Equities	Dec 8, 2011	1.37%	2.66%	12.50%	16.08%	3
DAGVX	BNY Mellon Dynamic Value Fund	Large Cap Value Equities	Sep 29, 1995	0.93%	18.60%	13.64%	5.64%	94
DALCX	Dean Mid Cap Value Fund	Mid Cap Value Equities	May 28, 1997	0.85%	16.97%	10.75%	5.27%	69
DASCX	Dean Small Cap Value Fund	Small Cap Value Equities	May 28, 1997	1.13%	24.40%	8.63%	1.60%	81
DAVPX	Davenport Core Fund	Large Cap Growth Equities	Jan 15, 1998	0.86%	9.89%	11.82%	4.91%	35
DBMYX	BNY Mellon Small/Mid Cap Growth Fund Class Y	Mid Cap Growth Equities	Jun 1, 2013	0.63%	9.26%	11.45%	46.85%	19

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
BPLEX	Boston Partners Long/Short Equity Fund Investor Cl...	98	—	Nov 1998

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
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019

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.