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
DIVGX	Guardian Capital Dividend Growth Fund	Large Cap Blend Equities	May 1, 2019	0.95%	1.83%	—	26.63%	51
DIVHX	Cutler Equity Fund	Large Cap Value Equities	Oct 27, 2020	0.99%	4.73%	—	5.04%	55
DLBMX	MassMutual Small Cap Opportunities Fund	Small Cap Blend Equities	Jul 17, 1998	1.20%	0.00%	13.47%	10.11%	20
DLCFX	Destinations Large Cap Equity Fund	Large Cap Blend Equities	Mar 20, 2017	0.80%	-5.02%	—	7.64%	21
DLDRX	BNY Mellon Natural Resources Fund	Energy Equities	Oct 30, 2003	0.91%	24.54%	14.59%	1.87%	84
DLHIX	Delaware Healthcare Fund	Health & Biotech Equities	Sep 27, 2007	0.98%	-2.24%	10.78%	11.41%	43
DLQAX	BNY Mellon Large Cap Equity Fund	Large Cap Growth Equities	Aug 10, 1992	1.00%	-4.58%	12.02%	26.34%	40
DMB	Dimensional Multi-Blend Fund	Large Cap Blend Equities	Jan 1, 2013	0.03%	-2.90%	2.44%	4.44%	8
DMCRX	Driehaus Micro Cap Growth Fund	Small Cap Growth Equities	Nov 18, 2013	1.38%	4.62%	20.91%	13.11%	91
DMCVX	BNY Mellon Opportunistic Midcap Value Fund	Mid Cap Blend Equities	Sep 29, 1995	1.09%	-0.03%	8.93%	13.77%	24
DNLAX	BNY Mellon Natural Resources Fund Class A	Energy Equities	Oct 31, 2003	1.14%	24.49%	14.32%	1.76%	83
DNLDX	BNY Mellon Active MidCap Fund	Mid Cap Blend Equities	Jan 29, 1985	1.00%	1.79%	9.13%	14.76%	37
DNVYX	Davis New York Venture Fund Class Y	Large Cap Growth Equities	Feb 17, 1969	0.67%	0.16%	14.24%	11.13%	68
DODFX	Dodge & Cox International Stock Fund	Foreign Large Cap Equities, Large Cap Value Equities	—	0.62%	1.52%	10.19%	4.98%	83
DODGX	Dodge & Cox Stock Fund Class I	Large Cap Value Equities	Jan 4, 1965	0.51%	-0.92%	12.66%	9.81%	15
DODWX	Dodge & Cox Global Stock Fund Class I	Global Equities	May 1, 2008	0.62%	-0.25%	11.50%	8.43%	48
DOMIX	Domini Impact International Equity Fund	Foreign Large Cap Equities	Dec 27, 2006	1.37%	1.64%	7.38%	1.91%	72
DOXFX	Dodge & Cox International Stock X	Foreign Large Cap Equities	Jan 5, 2001	0.52%	1.52%	—	5.07%	83
DOXGX	Dodge & Cox Stock Fund	Large Cap Value Equities	Apr 1, 1965	0.41%	-0.90%	—	9.92%	15
DPG	Duff & Phelps Utility and Infrastructure Fund Inc	Utilities Equities	Jul 27, 2011	2.26%	17.46%	9.11%	5.71%	81

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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