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
DVSMX	Driehaus Small Cap Growth Fund	Small Cap Growth Equities	Aug 21, 2017	0.99%	1.39%	—	0.21%	72
DWAFX	Arrow DWA Tactical: Balanced Fund	Tactical Allocation	Aug 6, 2006	1.84%	5.61%	5.94%	11.91%	80
DWOIX	BNY Mellon Research Growth Fund, Inc.	Large Cap Growth Equities	Sep 30, 2008	0.78%	-8.24%	14.87%	17.01%	35
DWTFX	Arrow DWA Tactical: Macro Fund	Tactical Allocation	May 29, 2008	1.69%	1.73%	8.55%	10.42%	59
DWUSX	DFA World ex U.S. Targeted Value Portfolio	Foreign Small & Mid Cap Equities	Oct 31, 2012	0.52%	4.43%	10.93%	2.67%	94
DXKLX	Direxion Monthly 7-10 Year Treasury Bull 1.75X Fun...	Leveraged, Leveraged Bonds	Mar 31, 2005	1.35%	-1.66%	-2.86%	1.73%	4
DXNLX	Direxion Monthly NASDAQ-100 Bull 1.25X Fund	Leveraged Equities, Leveraged	Mar 31, 2016	1.19%	-6.58%	—	1.07%	43
DXQLX	Direxion Monthly NASDAQ-100 Bull 1.75X Fund	Leveraged Equities, Leveraged	May 1, 2006	1.39%	-9.34%	30.02%	16.32%	44
DXRLX	Direxion Monthly Small Cap Bull 1.75X Fund	Leveraged Equities, Leveraged	Feb 22, 1999	1.35%	2.28%	11.10%	2.04%	47
DXSLX	Direxion Monthly S&P 500 Bull 1.75X Fund	Leveraged Equities, S&P 500	May 1, 2006	1.35%	-7.60%	24.79%	8.25%	34
EAASX	Eaton Vance Atlanta Capital SMID-Cap Fund Class A	Mid Cap Growth Equities	Apr 30, 2002	1.14%	-4.42%	9.63%	8.10%	2
EACPX	Eaton Vance Tax Managed Multi Cap Growth Fund	Large Cap Growth Equities	Jun 30, 2000	1.25%	-10.34%	12.67%	9.27%	8
EAD	Emerging Markets Dividend Fund	Emerging Markets Equities	Jan 1, 2013	0.04%	-2.13%	7.91%	9.91%	8
EADIX	Eaton Vance Tax-Managed Global Dividend Income Fun...	Global Equities	May 29, 2003	1.18%	-2.73%	10.22%	3.80%	48
EAERX	Eaton Vance Stock Fund	Large Cap Blend Equities	Nov 1, 2001	0.98%	-5.30%	14.78%	9.46%	23
EALCX	Eaton Vance Growth Fund	Large Cap Growth Equities	Sep 9, 2002	1.05%	-7.61%	14.45%	16.02%	25
EATVX	Eaton Vance Tax Managed Value Fund	Large Cap Value Equities	Dec 27, 1999	1.15%	2.06%	10.46%	4.08%	37
ECOIX	Ecofin Global Renewables Infrastructure Fund	Energy Equities	Nov 1, 2015	0.91%	7.60%	—	3.48%	88
EEA	The European Equity Fund	Europe Equities	Jan 1, 1990	0.01%	-3.20%	7.32%	7.80%	42
EEOFX	Essex Environmental Opportunities Fund	Mid Cap Growth Equities	Sep 1, 2017	2.11%	0.87%	—	0.06%	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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