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
DFSVX	DFA U.S. Small Cap Value Portfolio I	Small Cap Value Equities	Mar 2, 1993	0.30%	7.40%	11.05%	1.62%	50
DFUEX	DFA U.S. Social Core Equity 2 Portfolio	Large Cap Blend Equities	Oct 1, 2007	0.21%	-2.33%	13.23%	0.86%	43
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	Sep 23, 1999	0.08%	-3.52%	14.06%	1.10%	49
DFUVX	DFA U.S. Large Cap Value III Portfolio	Large Cap Value Equities	Feb 2, 1995	0.14%	4.53%	10.63%	1.67%	52
DFVEX	DFA U.S. Vector Equity Fund	Mid Cap Value Equities	Dec 30, 2005	0.28%	0.37%	11.40%	1.20%	47
DFVIX	DFA International Value III Portfolio	Foreign Large Cap Equities	Feb 1, 1995	0.24%	6.69%	12.28%	4.11%	94
DFVQX	DFA International Vector Equity Portfolio	Foreign Small & Mid Cap Equities	Aug 13, 2008	0.36%	4.68%	9.82%	3.11%	91
DFWIX	DFA World ex U.S. Core Equity Portfolio	Foreign Large Cap Equities	Apr 9, 2013	0.31%	3.77%	10.45%	3.10%	90
DFWVX	DFA World ex U.S. Value Portfolio Fund	Foreign Large Cap Equities	Aug 22, 2010	0.40%	5.80%	28.65%	3.74%	94
DGAGX	BNY Mellon Appreciation Fund, Inc.	Large Cap Growth Equities	Jan 18, 1984	0.88%	-7.59%	11.62%	19.93%	8
DGBEX	DFA Global Social Core Equity Portfolio	Global Equities	Nov 18, 2019	0.34%	-0.47%	—	1.67%	71
DGEFX	Destinations Equity Income Fund	Large Cap Value Equities	Mar 20, 2017	0.92%	5.50%	—	8.52%	70
DGEIX	DFA Global Equity Portfolio Institutional Class	Global Equities	Dec 24, 2003	0.25%	0.54%	11.54%	3.02%	65
DGFAX	Davis Global Fund	Global Equities	Dec 21, 2004	0.96%	-7.62%	10.16%	8.48%	31
DGLIX	DFA Global Small Company Portfolio	Global Equities	Jan 17, 2017	0.44%	2.85%	—	1.61%	62
DGLRX	BNY Mellon Global Stock Fund	Global Equities	Dec 28, 2006	0.89%	-5.10%	10.55%	32.68%	10
DGSCX	Virtus Global Small-Cap Fund	Global Equities	Dec 30, 1996	1.28%	-4.51%	6.82%	4.82%	1
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	Dec 21, 2011	1.46%	8.60%	13.18%	33.20%	88
DHIAX	Diamond Hill International Fund	Foreign Large Cap Equities	Jun 28, 2019	1.13%	3.98%	—	4.34%	86
DHIVX	Centre Global Infrastructure Fund	Energy Equities	Jan 28, 2018	1.57%	11.38%	—	3.21%	77

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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