Equity Mutual Funds List

Number of Funds: 3,784
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.51%
Avg. 1 Year Return: 23.80%
Median Risk/Return Score: 50 / 100

3702 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
DCCIX	Delaware Small Cap Core Fund	Small Cap Blend Equities	Dec 29, 1998	0.81%	21.18%	10.52%	3.63%	67
DCDGX	Dunham Small Cap Growth Fund	Small Cap Growth Equities	Dec 10, 2004	2.83%	20.39%	12.59%	5.60%	48
DCEMX	Dunham Emerging Markets Stock Fund	Emerging Markets Equities	Dec 9, 2004	2.03%	21.39%	6.54%	1.78%	40
DCINX	Dunham International Stock Fund	Foreign Large Cap Equities	Dec 10, 2004	2.92%	24.72%	12.38%	8.78%	88
DCLVX	Dunham Large Cap Value Fund	Large Cap Value Equities	Dec 10, 2004	2.10%	16.61%	9.86%	4.11%	91
DCSVX	Dunham Small Cap Value Fund	Small Cap Value Equities	Dec 10, 2004	2.05%	26.04%	7.45%	5.93%	90
DCUIX	DWS CROCI U.S. Fund	Large Cap Value Equities	Apr 10, 2015	0.67%	16.21%	10.66%	9.60%	94
DDDIX	13D Activist Fund	Mid Cap Blend Equities	Dec 28, 2011	1.51%	33.32%	10.53%	3.47%	81
DDVCX	Nomura Value Fund Class C	Large Cap Value Equities	Apr 30, 2002	1.72%	10.97%	6.94%	23.65%	43
DDVIX	Delaware Value Fund	Large Cap Value Equities	Sep 14, 1998	0.68%	11.61%	8.05%	24.65%	49
DEMAX	Nomura Emerging Markets Fund Class A	Emerging Markets Equities	Jun 10, 1996	1.42%	87.41%	18.76%	10.15%	94
DEMCX	Nomura Emerging Markets Fund Class C	Emerging Markets Equities	Jun 10, 1996	2.17%	86.59%	17.88%	10.97%	94
DEMGX	DFA Emerging Markets Targeted Value Portfolio	Emerging Markets Equities	Nov 13, 2018	0.66%	11.93%	—	4.45%	33
DEMIX	Delaware Emerging Markets Fund	Emerging Markets Equities	Jun 9, 1996	1.26%	87.69%	19.08%	10.11%	94
DEMSX	DFA Emerging Markets Small Cap Portfolio	Emerging Markets Equities	Mar 4, 1998	0.59%	6.08%	7.67%	3.83%	18
DEOPX	Davenport Equity Opportunities Fund	Mid Cap Blend Equities	Dec 31, 2010	0.88%	7.30%	10.32%	3.28%	5
DESGX	DWS ESG Core Equity Fund	Large Cap Blend Equities	Jul 31, 2005	0.64%	16.82%	13.63%	4.93%	85
DESIX	DFA Emerging Markets Sustainability Core 1 Portfol...	Emerging Markets Equities	Mar 26, 2018	0.46%	15.34%	—	2.32%	37
DEVLX	Delaware Small Cap Value Fund	Small Cap Value Equities	Jun 24, 1987	1.11%	22.59%	9.80%	11.22%	80
DFALX	DFA Large Cap International Portfolio	Foreign Large Cap Equities	Jul 17, 1991	0.18%	14.14%	10.29%	2.76%	71

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 (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
FGINX	Delaware Growth and Income Fund	98	—	Oct 1993

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (46.59%). Across the lineup, Equity Mutual funds show an average 1-year return of 23.80% and an average 5-year return of 8.91%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	46.59%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	39.53%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	36.72%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	36.37%	—	Dec 2000
UJPIX	ProFunds UltraJapan Fund	36.21%	—	Feb 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FSGEX (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
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (891.51%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.51%, 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	891.51%	—	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	177.61%	—	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.