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
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	Preferred Stock/Convertible Bonds	Apr 11, 2011	1.20%	-0.52%	4.78%	5.52%	86
DQEIX	BNY Mellon Global Equity Income Fund	Global Equities	Oct 17, 2007	0.92%	2.12%	9.54%	12.82%	54
DQIRX	BNY Mellon Equity Income Fund	Large Cap Value Equities	Jul 5, 2006	0.78%	0.83%	13.23%	3.17%	71
DRCVX	Comstock Capital Value Fund	Inverse Equities, Leveraged	Oct 9, 1985	0.00%	1.36%	-4.66%	1.94%	89
DRDIX	Dearborn Partners Rising Dividend Fund	Large Cap Blend Equities	Apr 10, 2013	0.95%	-1.46%	9.98%	3.68%	2
DREIX	DFA World Core Equity Portfolio	Global Equities	Mar 6, 2012	0.27%	0.83%	11.37%	5.24%	75
DREQX	BNY Mellon Research Growth Fund, Inc.	Large Cap Growth Equities	Feb 4, 1972	0.83%	-8.26%	14.79%	16.44%	35
DREVX	BNY Mellon Large Cap Securities Fund	Large Cap Growth Equities	May 24, 1951	0.70%	-6.92%	14.56%	10.35%	33
DRGTX	Virtus Technology Fund	Technology Equities	Dec 26, 1995	1.16%	-9.22%	19.68%	2.76%	43
DRGVX	BNY Mellon Dynamic Value Fund Class I	Large Cap Value Equities	May 31, 2001	0.68%	2.56%	13.03%	6.71%	47
DRIOX	Driehaus International Small Cap Growth Fund	Foreign Small & Mid Cap Equities	Sep 16, 2007	1.16%	-1.75%	9.00%	1.08%	63
DRIPX	The MP 63 Fund	Large Cap Value Equities	Mar 1, 1999	0.63%	3.68%	9.34%	6.79%	47
DRMCX	Virtus Mid-Cap Growth Fund	Mid Cap Growth Equities	Nov 6, 1979	0.83%	-3.35%	13.43%	17.11%	37
DRRIX	BNY Mellon Global Real Return Fund - Class I	Tactical Allocation	May 12, 2010	0.95%	2.89%	4.84%	3.80%	71
DRSVX	Foundry Partners Fundamental Small Cap Value Fund	Small Cap Value Equities	Dec 31, 2003	1.28%	7.48%	9.16%	0.90%	41
DRTHX	BNY Mellon Sustainable U.S. Equity Fund	Large Cap Blend Equities	Mar 29, 1972	0.74%	-4.98%	13.86%	11.19%	40
DSCGX	DFA U.S. Small Cap Growth Portfolio	Small Cap Growth Equities	Dec 20, 2012	0.32%	-0.09%	9.92%	0.58%	19
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	Small Cap Growth Equities	Nov 3, 2015	0.95%	9.14%	9.09%	5.51%	82
DSCLX	DFA International Social Core Equity Portfolio	Foreign Large Cap Equities	Nov 1, 2012	0.27%	2.07%	9.43%	3.31%	86
DSCPX	Davenport Small Cap Focus Fund	Small Cap Blend Equities	Dec 31, 2014	0.89%	-0.37%	10.01%	0.52%	4

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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