Equity Mutual Funds List

Number of Funds: 3,784
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.52%
Avg. 1 Year Return: 24.14%
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
DFSCX	DFA U.S. Micro Cap Portfolio	Small Cap Blend Equities	Dec 23, 1981	0.41%	27.40%	11.64%	0.83%	92
DFSIX	DFA U.S. Sustainability Core 1 Portfolio	Large Cap Blend Equities	Mar 12, 2008	0.18%	12.02%	14.89%	0.82%	53
DFSPX	DFA International Sustainability Core 1 Portfolio	Foreign Large Cap Equities	Mar 12, 2008	0.24%	10.66%	9.86%	2.89%	39
DFSTX	DFA U.S. Small Cap Portfolio	Small Cap Blend Equities	Mar 19, 1992	0.27%	21.84%	11.11%	0.94%	78
DFSVX	DFA U.S. Small Cap Value Portfolio I	Small Cap Value Equities	Mar 2, 1993	0.30%	24.28%	11.78%	1.47%	88
DFUEX	DFA U.S. Social Core Equity 2 Portfolio	Large Cap Blend Equities	Oct 1, 2007	0.21%	16.89%	14.50%	0.74%	69
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	Sep 23, 1999	0.08%	13.77%	15.24%	1.05%	73
DFUVX	DFA U.S. Large Cap Value III Portfolio	Large Cap Value Equities	Feb 2, 1995	0.14%	21.64%	11.40%	1.45%	97
DFVEX	DFA U.S. Vector Equity Fund	Mid Cap Value Equities	Dec 30, 2005	0.28%	17.42%	12.30%	1.05%	87
DFVIX	DFA International Value III Portfolio	Foreign Large Cap Equities	Feb 1, 1995	0.24%	17.26%	12.71%	3.69%	92
DFVQX	DFA International Vector Equity Portfolio	Foreign Small & Mid Cap Equities	Aug 13, 2008	0.36%	13.99%	10.20%	3.02%	72
DFWIX	DFA World ex U.S. Core Equity Portfolio	Foreign Large Cap Equities	Apr 9, 2013	0.31%	14.85%	10.89%	2.87%	69
DFWVX	DFA World ex U.S. Value Portfolio Fund	Foreign Large Cap Equities	Aug 22, 2010	0.40%	17.73%	29.20%	3.28%	89
DGAGX	BNY Mellon Appreciation Fund, Inc.	Large Cap Growth Equities	Jan 18, 1984	0.88%	7.74%	12.89%	18.65%	23
DGBEX	DFA Global Social Core Equity Portfolio	Global Equities	Nov 18, 2019	0.34%	16.49%	—	1.46%	74
DGEFX	Destinations Equity Income Fund	Dividend, Large Cap Value Equities	Mar 20, 2017	0.92%	13.19%	—	8.01%	87
DGEIX	DFA Global Equity Portfolio Institutional Class	Global Equities	Dec 24, 2003	0.25%	15.59%	12.36%	2.66%	81
DGFAX	Davis Global Fund	Global Equities	Dec 21, 2004	0.96%	4.85%	10.85%	7.47%	35
DGIEX	BNY Mellon Global Emerging Markets Fund	Emerging Markets Equities	Feb 2, 2014	1.00%	18.86%	9.32%	0.32%	60
DGLIX	DFA Global Small Company Portfolio	Global Equities	Jan 17, 2017	0.44%	16.92%	—	1.42%	70

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 24.14% and an average 5-year return of 8.94%, 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 7.52%, 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
RYDVX	Royce Dividend Value Fund	149.77%	—	May 2004

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.