Equity Mutual Funds List

Number of Funds: 3,623
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.57%
Avg. 1 Year Return: 25.74%
Median Risk/Return Score: 42 / 100

3538 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
DLBMX	MassMutual Small Cap Opportunities Fund	Small Cap Blend Equities	Jul 17, 1998	1.20%	12.90%	14.19%	8.96%	26
DLCFX	Destinations Large Cap Equity Fund	Large Cap Blend Equities	Mar 20, 2017	0.80%	7.16%	—	6.77%	40
DLDRX	BNY Mellon Natural Resources Fund	Energy Equities	Oct 30, 2003	0.91%	27.39%	13.97%	1.83%	89
DLHIX	Delaware Healthcare Fund	Health & Biotech Equities	Sep 27, 2007	0.98%	-0.72%	10.43%	11.24%	36
DLQAX	BNY Mellon Large Cap Equity Fund	Large Cap Growth Equities	Aug 10, 1992	1.00%	7.86%	13.01%	23.30%	45
DMCRX	Driehaus Micro Cap Growth Fund	Small Cap Growth Equities	Nov 18, 2013	1.38%	26.33%	22.40%	10.86%	81
DMCVX	BNY Mellon Opportunistic Midcap Value Fund	Mid Cap Blend Equities	Sep 29, 1995	1.09%	11.79%	9.49%	12.32%	39
DNLAX	BNY Mellon Natural Resources Fund Class A	Energy Equities	Oct 31, 2003	1.14%	27.29%	13.72%	1.72%	89
DNLDX	BNY Mellon Active MidCap Fund	Mid Cap Blend Equities	Jan 29, 1985	1.00%	12.15%	10.01%	13.40%	47
DNVYX	Davis New York Venture Fund Class Y	Large Cap Growth Equities	Feb 17, 1969	0.67%	11.64%	14.64%	9.99%	84
DODFX	Dodge & Cox International Stock Fund	Foreign Large Cap Equities, Large Cap Value Equities	—	0.62%	12.39%	10.82%	4.50%	60
DODGX	Dodge & Cox Stock Fund Class I	Large Cap Value Equities	Jan 4, 1965	0.51%	4.64%	12.74%	9.29%	25
DODWX	Dodge & Cox Global Stock Fund Class I	Global Equities	May 1, 2008	0.62%	8.16%	11.86%	7.78%	44
DOMIX	Domini Impact International Equity Fund	Foreign Large Cap Equities	Dec 27, 2006	1.37%	9.15%	7.82%	1.78%	29
DOXFX	Dodge & Cox International Stock X	Foreign Large Cap Equities	Jan 5, 2001	0.52%	12.45%	—	4.58%	61
DOXGX	Dodge & Cox Stock Fund	Large Cap Value Equities	Apr 1, 1965	0.41%	4.66%	—	9.39%	25
DPG	Duff & Phelps Utility and Infrastructure Fund Inc	Utilities Equities	Jul 27, 2011	2.26%	14.49%	7.50%	5.92%	59
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	Preferred Stock/Convertible Bonds	Apr 11, 2011	1.20%	1.53%	4.62%	5.57%	89
DQEIX	BNY Mellon Global Equity Income Fund	Global Equities	Oct 17, 2007	0.92%	10.25%	10.14%	12.49%	51
DQIRX	BNY Mellon Equity Income Fund	Large Cap Value Equities	Jul 5, 2006	0.78%	15.14%	14.55%	2.83%	91

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 ARKVX (99) and FDCPX (98). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
ARKVX	ARK Venture Fund	99	—	Sep 2022
FDCPX	Fidelity Select Tech Hardware Portfolio	98	—	Jul 1985
VARBX	Vivaldi Merger Arbitrage Fund Class I	98	—	Oct 2015
DEMAX	Nomura Emerging Markets Fund Class A	98	—	Jun 1996
DEMCX	Nomura Emerging Markets Fund Class C	98	—	Jun 1996

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SMPIX (53.79%). Across the lineup, Equity Mutual funds show an average 1-year return of 25.74% and an average 5-year return of 8.75%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SMPIX	ProFunds Semiconductor UltraSector Fund	53.79%	—	Jun 2000
FSELX	Fidelity Select Semiconductors Portfolio	45.84%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	42.85%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	42.49%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	42.13%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FEMSX (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
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005
BSPGX	iShares S&P 500 Index Fund Class G	0.01%	—	Jul 2019
PHSWX	Parvin Hedged Equity Solari World Fund	0.01%	—	Jan 2021
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (883.64%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.57%, 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	883.64%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
PIUIX	Federated Hermes International Equity Fd	177.43%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	169.45%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	162.39%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,985 Mutual funds Multi-Asset · 1,522 Mutual funds Alternatives · 132 Mutual funds Real Estate · 115 Mutual funds Commodity · 63 Mutual funds Preferred Stock · 11 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.