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.

Click on any item in the list to see complete information, including risk and performance analysis.

Asset Class: Equity

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
AFMCX	Acuitas US Microcap Fund	Small Cap Blend Equities	Jul 18, 2014	1.50%	3.15%	—	0.00%
AFMFX	American Funds American Mutual Fund Class F-3	Large Cap Value Equities	Feb 21, 1950	0.27%	7.81%	—	3.80%
AFNIX	AAM/Bahl & Gaynor Income Growth Fund Class I	Large Cap Blend Equities, Dividend	Jul 5, 2012	0.83%	10.33%	9.73%	3.24%
AFOCX	Archer Focus Fund	Large Cap Blend Equities	Dec 31, 2019	3.29%	12.43%	—	1.19%
AFOIX	Alger Mid Cap Focus Fund new	Mid Cap Growth Equities	Jun 14, 2019	0.95%	16.28%	—	0.00%
AFQSX	Alpha Fiduciary Quantitative Strategy Fund	Tactical Allocation	Dec 30, 2019	1.70%	9.71%	—	0.00%
AFVLX	Applied Finance Select Fund	Large Cap Value Equities	Feb 1, 2017	1.48%	6.21%	—	1.11%
AGAQX	361 Global Long/Short Equity Fund	Long-Short	Dec 11, 2014	1.79%	8.12%	—	2.45%
AGCVX	American Century Global Small Cap Fund	Global Equities	Mar 28, 2016	1.11%	8.43%	—	0.49%
AGLOX	Ariel Global Fund	Global Equities	Dec 29, 2011	1.13%	5.80%	6.24%	17.49%
AGOCX	PGIM Jennison Global Equity Income Fund	Global Equities	Dec 30, 1997	1.94%	6.07%	5.92%	9.63%
AGPIX	AGF Global Sustainable Equity Fund	Global Equities	Nov 14, 2017	0.80%	-34.49%	—	0.18%
AGRFX	AB Growth Fund	Large Cap Growth Equities	Sep 4, 1990	1.12%	15.63%	15.62%	5.96%
AGTHX	American Funds The Growth Fund of America Class A	Large Cap Growth Equities	Dec 1, 1973	0.61%	13.30%	13.36%	6.01%
AGVHX	American Funds Global Insight Fund	Global Equities	Mar 31, 2011	0.47%	8.12%	—	1.41%
AHSAX	Alger Health Sciences Fund	Health & Biotech Equities	Apr 30, 2002	1.05%	7.87%	4.98%	0.00%
AHTPX	American Beacon AHL TargetRisk Fund	Tactical Allocation	Dec 30, 2018	1.41%	10.27%	—	3.30%
AIFRX	abrdn Global Infrastructure Fund	Energy Equities	Nov 2, 2008	0.99%	5.60%	6.35%	3.30%
AIGOX	Alger Growth & Income Portfolio	Large Cap Blend Equities	Nov 15, 1988	0.86%	12.21%	12.71%	3.49%
AIIEX	Invesco EQV International Equity Fund	Foreign Large Cap Equities	Apr 6, 1992	1.35%	5.65%	4.21%	1.48%

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 data...

Time Period