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
DWUSX	DFA World ex U.S. Targeted Value Portfolio	Foreign Small & Mid Cap Equities	Oct 31, 2012	0.52%	13.21%	11.34%	2.47%	74
DXKLX	Direxion Monthly 7-10 Year Treasury Bull 1.75X Fun...	Leveraged Bonds	Mar 31, 2005	1.35%	-3.48%	-3.11%	1.76%	3
DXNLX	Direxion Monthly NASDAQ-100 Bull 1.25X Fund	Leveraged Equities	Mar 31, 2016	1.19%	24.22%	—	0.80%	62
DXQLX	Direxion Monthly NASDAQ-100 Bull 1.75X Fund	Leveraged Equities	May 1, 2006	1.39%	33.48%	35.10%	11.08%	64
DXRLX	Direxion Monthly Small Cap Bull 1.75X Fund	Leveraged Equities	Feb 22, 1999	1.35%	30.82%	12.52%	1.59%	60
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	Leveraged Equities, S&P 500	May 1, 2006	1.35%	16.97%	27.19%	6.52%	57
EAASX	Eaton Vance Atlanta Capital SMID-Cap Fund Class A	Mid Cap Growth Equities	Apr 30, 2002	1.14%	-2.41%	9.30%	7.94%	2
EACPX	Eaton Vance Tax Managed Multi Cap Growth Fund	Large Cap Growth Equities	Jun 30, 2000	1.25%	4.49%	13.97%	7.96%	14
EADIX	Eaton Vance Tax-Managed Global Dividend Income Fun...	Global Equities	May 29, 2003	1.18%	10.62%	11.34%	3.36%	50
EAERX	Eaton Vance Stock Fund	Large Cap Blend Equities	Nov 1, 2001	0.98%	6.08%	15.89%	8.44%	28
EALCX	Eaton Vance Growth Fund	Large Cap Growth Equities	Sep 9, 2002	1.05%	7.68%	15.79%	13.75%	24
EATVX	Eaton Vance Tax Managed Value Fund	Large Cap Value Equities	Dec 27, 1999	1.15%	16.27%	11.64%	3.58%	84
ECOIX	Ecofin Global Renewables Infrastructure Fund	Energy Equities	Nov 1, 2015	0.91%	9.29%	—	3.55%	32
EEOFX	Essex Environmental Opportunities Fund	Mid Cap Growth Equities	Sep 1, 2017	2.11%	29.91%	—	0.05%	75
EGFIX	Edgewood Growth Fund	Large Cap Growth Equities	Feb 28, 2006	1.00%	-2.62%	13.35%	883.64%	3
EGLBX	Elfun International Equity Fund	Foreign Large Cap Equities	Jan 4, 1988	0.37%	9.06%	8.79%	10.47%	17
EGLIX	Eagle MLP Strategy Fund	Energy Equities	Sep 13, 2012	1.40%	27.67%	11.90%	4.35%	61
EGOIX	Allspring Large Cap Core Fund	Large Cap Blend Equities	Dec 17, 2007	0.67%	13.57%	17.89%	7.04%	73
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	Sep 23, 1931	1.01%	12.69%	10.93%	5.40%	59
EICIX	EIC Value Fund	Large Cap Value Equities	Apr 29, 2011	0.95%	4.19%	11.14%	8.59%	18

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.