Equity Mutual Funds List

Number of Funds: 3,784
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.71%
Avg. 1 Year Return: 22.31%
Median Risk/Return Score: 48 / 100

3702 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
AEMSX	abrdn Emerging Markets Instl Svc	Emerging Markets Equities	Nov 23, 2009	1.25%	22.35%	8.64%	5.02%	70
AEPFX	American Funds EUPAC Fund Class F-2	Foreign Large Cap Equities	Aug 1, 2008	0.58%	10.24%	8.70%	16.65%	46
AEPGX	EUPAC Fund Class A	Foreign Large Cap Equities	Apr 16, 1984	0.83%	10.09%	8.29%	16.44%	46
AFAVX	AMG River Road Focused Absolute Value Fund	Mid Cap Blend Equities	Nov 3, 2015	0.82%	0.31%	7.06%	0.00%	2
AFCNX	American Century Focused International Growth Fund	Foreign Large Cap Equities	Mar 28, 2016	1.10%	-2.11%	—	0.02%	5
AFDAX	American Century Sustainable Equity Fund	Large Cap Blend Equities	Nov 30, 2004	1.04%	7.62%	13.58%	21.39%	32
AFDIX	American Century Large Cap Equity Fund Investor Cl...	Large Cap Blend Equities	Jul 29, 2005	0.79%	7.79%	13.90%	21.52%	33
AFDVX	Applied Finance Explorer Investor	Small Cap Value Equities	Jun 11, 2015	1.08%	18.45%	13.98%	2.45%	80
AFEIX	American Century Large Cap Equity Fund Institution...	Large Cap Blend Equities	Jul 29, 2005	0.59%	7.89%	14.15%	21.67%	34
AFGPX	Alger International Focus Fund	Foreign Large Cap Equities	Nov 10, 1986	1.28%	10.40%	8.04%	12.51%	15
AFIFX	American Funds Fundamental Investors Class F-1	Large Cap Blend Equities	Mar 15, 2001	0.64%	13.16%	14.41%	7.30%	60
AFMCX	Acuitas US Microcap Fund	Small Cap Blend Equities	Jul 18, 2014	1.50%	27.00%	11.41%	3.73%	87
AFMFX	American Funds American Mutual Fund Class F-3	Large Cap Value Equities	Feb 21, 1950	0.27%	9.91%	—	7.22%	63
AFOCX	Archer Focus Fund	Large Cap Blend Equities	Dec 31, 2019	3.29%	12.03%	—	2.45%	32
AFOIX	Alger Mid Cap Focus Fund new	Mid Cap Growth Equities	Jun 14, 2019	0.95%	6.50%	—	0.00%	14
AFQSX	Alpha Fiduciary Quantitative Strategy Fund	Tactical Allocation	Dec 30, 2019	1.70%	12.38%	—	0.00%	83
AFVLX	Applied Finance Select Fund	Large Cap Value Equities	Feb 1, 2017	1.48%	13.28%	—	3.30%	68
AGCVX	American Century Global Small Cap Fund	Global Equities	Mar 28, 2016	1.11%	3.86%	—	0.69%	10
AGD	abrdn Global Dynamic Dividend Fund	Global Equity Income	May 11, 2006	1.14%	10.59%	12.69%	11.71%	22
AGLOX	Ariel Global Fund	Global Equities	Dec 29, 2011	1.13%	20.96%	9.82%	13.54%	85

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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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 (98). 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	98	—	Sep 2022
FGIPX	Nomura Growth and Income Fund Institutional Class	98	—	Oct 1993
FGINX	Delaware Growth and Income Fund	98	—	Oct 1993
PKAIX	PIMCO RAE US Fund	98	—	Jun 2015

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (47.46%). Across the lineup, Equity Mutual funds show an average 1-year return of 22.31% and an average 5-year return of 8.54%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	47.46%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	38.61%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	35.79%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	35.44%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	35.12%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FINVX (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
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005
FHKFX	Fidelity Series Emerging Markets Fund	0.01%	—	Aug 2018

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (926.59%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.71%, 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	926.59%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
IBGIX	VY Baron Growth Portfolio	301.33%	—	May 2002
PIUIX	Federated Hermes International Equity Fd	180.26%	—	Aug 1997
MSVVX	MetLife Small Company Equity Fund	154.77%	—	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.