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
DFCSX	DFA Continental Small Company Portfolio	Europe Equities	Apr 14, 1988	0.42%	-0.81%	9.21%	3.04%	68
DFDMX	DF Dent Midcap Growth Fund	Mid Cap Growth Equities	Jul 1, 2011	0.85%	-12.93%	8.80%	0.00%	1
DFDPX	DF Dent Premier Growth Fund	Large Cap Growth Equities	Jul 16, 2001	0.99%	-11.31%	11.37%	8.30%	3
DFDSX	DF Dent Small Cap Growth Fund	Small Cap Growth Equities	Nov 1, 2013	1.05%	-7.35%	9.08%	0.00%	2
DFELX	DFA Enhanced U.S. Large Company Portfolio	Large Cap Blend Equities	Jul 2, 1996	0.15%	-3.84%	9.12%	18.14%	31
DFEOX	DFA US Core Equity 1 Portfolio I	Large Cap Blend Equities	Sep 15, 2005	0.14%	-0.95%	13.40%	1.08%	52
DFFVX	DFA U.S. Targeted Value Portfolio	Small Cap Value Equities	Feb 23, 2000	0.29%	6.01%	10.67%	1.62%	46
DFIEX	DFA International Core Equity Portfolio I	Foreign Large Cap Equities, Large Cap Blend Equities	Sep 15, 2005	0.24%	3.64%	9.77%	3.12%	88
DFISX	DFA International Small Company Portfolio	Foreign Small & Mid Cap Equities, Small Cap Blend Equities	Sep 30, 1996	0.39%	1.90%	8.10%	3.09%	88
DFIVX	DFA International Value Portfolio	Foreign Large Cap Equities	Feb 14, 1994	0.30%	6.67%	11.74%	3.95%	93
DFJSX	DFA Japanese Small Company Portfolio	Japan Equities	Jan 30, 1986	0.42%	7.70%	8.82%	3.24%	87
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	Feb 19, 1993	0.22%	4.51%	11.25%	1.61%	52
DFMAX	Davidson Multi-Cap Equity Fund	Large Cap Blend Equities	Aug 11, 2008	1.15%	-2.09%	13.02%	7.67%	29
DFP	Dimensional Financial Leaders Fund	Large Cap Value Equities	May 23, 2013	0.01%	-0.97%	6.08%	7.37%	18
DFQTX	DFA US Core Equity 2 Portfolio I	Large Cap Blend Equities	—	0.19%	-0.64%	13.07%	1.08%	52
DFRSX	DFA Asia Pacific Small Company	Asia Pacific Equities	Jan 4, 1993	0.42%	-2.28%	6.40%	5.03%	74
DFSCX	DFA U.S. Micro Cap Portfolio	Small Cap Blend Equities	Dec 23, 1981	0.41%	5.44%	10.46%	0.91%	58
DFSIX	DFA U.S. Sustainability Core 1 Portfolio	Large Cap Blend Equities	Mar 12, 2008	0.18%	-4.57%	13.74%	0.93%	36
DFSPX	DFA International Sustainability Core 1 Portfolio	Foreign Large Cap Equities	Mar 12, 2008	0.24%	-0.19%	9.10%	3.04%	71
DFSTX	DFA U.S. Small Cap Portfolio	Small Cap Blend Equities	Mar 19, 1992	0.27%	3.53%	10.20%	1.05%	39

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 graphics...

Time Period