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
DSCVX	BNY Mellon Opportunistic Small Cap Fund	Small Cap Blend Equities	Dec 29, 1993	1.11%	—	—	4.19%	—
DSEEX	DoubleLine Shiller Enhanced CAPE	Large Cap Blend Equities	Oct 31, 2013	0.54%	-4.35%	11.92%	5.19%	6
DSEFX	Domini Impact Equity Fund	Large Cap Growth Equities	Jun 3, 1991	1.09%	-4.78%	11.40%	11.74%	26
DSEUX	DoubleLine Shiller Enhanced International CAPE	Europe Equities	Dec 22, 2016	0.61%	7.52%	—	3.85%	79
DSHGX	DFA Selectively Hedged Global Equity Portfolio	Global Equities	Nov 13, 2011	0.31%	1.60%	11.89%	3.15%	78
DSM	Dimensional Small Cap Equity Fund	Small Cap Blend Equities	Jan 1, 2013	0.03%	-3.20%	1.14%	4.61%	12
DSMDX	Driehaus Small/Mid Cap Growth Fund	Mid Cap Growth Equities	Apr 30, 2020	0.95%	3.20%	—	0.40%	62
DSMFX	Destinations Small-Mid Cap Equity Fund	Mid Cap Blend Equities	Mar 20, 2017	1.10%	5.31%	—	6.78%	66
DSMLX	Touchstone Large Company Growth Fund	Large Cap Growth Equities	Aug 28, 2009	0.72%	-62.38%	5.39%	11.74%	0
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	S&P 500	Sep 30, 1993	0.20%	-3.57%	13.63%	35.12%	46
DTGRX	BNY Mellon Technology Growth Fund	Technology Equities	Oct 12, 1997	1.16%	-6.32%	19.13%	12.85%	49
DTLGX	Wilshire Large Company Growth Portfolio	Large Cap Growth Equities	Sep 30, 1992	1.30%	-9.05%	14.99%	28.49%	36
DTLVX	Wilshire Large Company Value Portfolio	Large Cap Value Equities	Sep 30, 1992	1.30%	0.86%	9.06%	10.35%	39
DTSGX	Wilshire Small Company Growth Portfolio	Small Cap Growth Equities	Oct 1, 1992	1.35%	-0.87%	7.82%	0.00%	31
DTSVX	Wilshire Small Company Value Portfolio	Small Cap Blend Equities	Sep 30, 1992	1.35%	5.93%	8.43%	10.34%	58
DURPX	DFA US High Relative Profitability Portfolio	Large Cap Blend Equities	May 16, 2017	0.23%	-2.22%	—	1.08%	25
DUSLX	DFA U.S. Large Cap Growth Portfolio	Large Cap Growth Equities	Dec 20, 2012	0.18%	-3.46%	14.15%	0.93%	21
DUSQX	DFA U.S. Large Cap Equity Portfolio	Large Cap Blend Equities	Jun 25, 2013	0.13%	-2.53%	13.70%	1.05%	49
DVIPX	Davenport Value & Income Fund	Large Cap Value Equities	Dec 31, 2010	0.87%	1.79%	7.94%	6.60%	27
DVRUX	UBS US Dividend Ruler Fund	Large Cap Value Equities	Jul 8, 2020	0.50%	-1.35%	—	7.89%	45

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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