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
AFDAX	American Century Sustainable Equity Fund	Large Cap Blend Equities	Nov 30, 2004	1.04%	-5.10%	12.63%	24.25%	27
AFDIX	American Century Large Cap Equity Fund Investor Cl...	Large Cap Blend Equities	Jul 29, 2005	0.79%	-5.03%	12.95%	24.43%	28
AFDVX	Applied Finance Explorer Investor	Small Cap Value Equities	Jun 11, 2015	1.08%	1.95%	12.46%	2.84%	30
AFEIX	American Century Large Cap Equity Fund Institution...	Large Cap Blend Equities	Jul 29, 2005	0.59%	-4.99%	13.20%	24.61%	29
AFGPX	Alger International Focus Fund	Foreign Large Cap Equities	Nov 10, 1986	1.28%	-0.12%	7.13%	13.82%	27
AFIFX	American Funds Fundamental Investors Class F-1	Large Cap Blend Equities	Mar 15, 2001	0.64%	-2.52%	13.28%	8.71%	71
AFMCX	Acuitas US Microcap Fund	Small Cap Blend Equities	Jul 18, 2014	1.50%	2.10%	9.96%	4.64%	73
AFMFX	American Funds American Mutual Fund Class F-3	Large Cap Value Equities	Feb 21, 1950	0.27%	-1.07%	—	7.98%	35
AFNIX	AAM/Bahl & Gaynor Income Growth Fund Class I	Large Cap Blend Equities, Dividend	Jul 5, 2012	0.83%	1.74%	10.47%	31.45%	39
AFOCX	Archer Focus Fund	Large Cap Blend Equities	Dec 31, 2019	3.29%	-1.29%	—	2.67%	7
AFOIX	Alger Mid Cap Focus Fund new	Mid Cap Growth Equities	Jun 14, 2019	0.95%	-6.80%	—	0.00%	33
AFQSX	Alpha Fiduciary Quantitative Strategy Fund	Tactical Allocation	Dec 30, 2019	1.70%	-0.42%	—	0.00%	18
AFVLX	Applied Finance Select Fund	Large Cap Value Equities	Feb 1, 2017	1.48%	-1.76%	—	3.80%	25
AGCVX	American Century Global Small Cap Fund	Global Equities	Mar 28, 2016	1.11%	1.76%	—	0.70%	44
AGD	abrdn Global Dynamic Dividend Fund	Global Equity Income	May 11, 2006	1.14%	-3.37%	11.97%	12.43%	29
AGLOX	Ariel Global Fund	Global Equities	Dec 29, 2011	1.13%	-1.16%	7.94%	16.57%	37
AGOCX	PGIM Jennison Global Equity Income Fund	Global Equities	Dec 30, 1997	1.94%	6.52%	9.43%	9.02%	83
AGRDX	JPMorgan Research Enhanced Equity Fund Class R6	Large Cap Blend Equities	Mar 31, 2016	0.25%	-9.31%	15.29%	17.92%	26
AGRFX	AB Growth Fund	Large Cap Growth Equities	Sep 4, 1990	1.12%	-8.88%	14.70%	17.97%	14
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	Dec 1, 1973	0.61%	-7.11%	14.44%	11.51%	37

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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