Equity Mutual Funds List

Number of Funds: 3,784
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.52%
Avg. 1 Year Return: 24.14%
Median Risk/Return Score: 50 / 100

3702 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
DRTHX	BNY Mellon Sustainable U.S. Equity Fund	Large Cap Blend Equities	Mar 29, 1972	0.74%	11.51%	15.24%	9.54%	35
DSCGX	DFA U.S. Small Cap Growth Portfolio	Small Cap Growth Equities	Dec 20, 2012	0.32%	16.37%	10.78%	0.53%	37
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	Small Cap Growth Equities	Nov 3, 2015	0.95%	27.49%	10.06%	4.67%	92
DSCLX	DFA International Social Core Equity Portfolio	Foreign Large Cap Equities	Nov 1, 2012	0.27%	13.67%	10.10%	3.04%	58
DSCPX	Davenport Small Cap Focus Fund	Small Cap Blend Equities	Dec 31, 2014	0.89%	11.78%	9.83%	3.52%	7
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%	2.49%	11.71%	4.81%	9
DSEFX	Domini Impact Equity Fund	Large Cap Growth Equities	Jun 3, 1991	1.09%	12.38%	12.80%	10.00%	45
DSEUX	DoubleLine Shiller Enhanced International CAPE	Europe Equities	Dec 22, 2016	0.61%	16.41%	—	3.73%	92
DSHGX	DFA Selectively Hedged Global Equity Portfolio	Global Equities	Nov 13, 2011	0.31%	16.20%	12.64%	2.75%	85
DSMDX	Driehaus Small/Mid Cap Growth Fund	Mid Cap Growth Equities	Apr 30, 2020	0.95%	12.93%	—	0.36%	25
DSMFX	Destinations Small-Mid Cap Equity Fund	Mid Cap Blend Equities	Mar 20, 2017	1.10%	19.99%	—	5.95%	77
DSPIX	BNY Mellon Institutional S&P 500 Stock Index Fund	S&P 500	Sep 30, 1993	0.20%	13.67%	14.81%	29.80%	69
DTGRX	BNY Mellon Technology Growth Fund	Technology Equities	Oct 12, 1997	1.16%	26.69%	22.04%	9.50%	43
DTLGX	Wilshire Large Company Growth Portfolio	Large Cap Growth Equities	Sep 30, 1992	1.30%	8.42%	16.26%	23.90%	20
DTLVX	Wilshire Large Company Value Portfolio	Large Cap Value Equities	Sep 30, 1992	1.30%	16.76%	9.97%	8.94%	90
DTSGX	Wilshire Small Company Growth Portfolio	Small Cap Growth Equities	Oct 1, 1992	1.35%	21.54%	8.86%	0.00%	44
DTSVX	Wilshire Small Company Value Portfolio	Small Cap Blend Equities	Sep 30, 1992	1.35%	28.46%	9.57%	8.52%	92
DURPX	DFA US High Relative Profitability Portfolio	Large Cap Blend Equities	May 16, 2017	0.23%	11.88%	—	0.93%	43
DUSLX	DFA U.S. Large Cap Growth Portfolio	Large Cap Growth Equities	Dec 20, 2012	0.18%	11.21%	15.24%	0.79%	31

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 VARBX (99) and ARKVX (99). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
VARBX	Vivaldi Merger Arbitrage Fund Class I	99	—	Oct 2015
ARKVX	ARK Venture Fund	99	—	Sep 2022
PKAIX	PIMCO RAE US Fund	98	—	Jun 2015
FGIPX	Nomura Growth and Income Fund Institutional Class	98	—	Oct 1993
FGINX	Delaware Growth and Income Fund	98	—	Oct 1993

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (46.59%). Across the lineup, Equity Mutual funds show an average 1-year return of 24.14% and an average 5-year return of 8.94%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	46.59%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	39.53%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	36.72%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	36.37%	—	Dec 2000
UJPIX	ProFunds UltraJapan Fund	36.21%	—	Feb 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FIGSX (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
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019
FHKFX	Fidelity Series Emerging Markets Fund	0.01%	—	Aug 2018

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (891.51%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.52%, 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	891.51%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
IBGIX	VY Baron Growth Portfolio	212.88%	—	May 2002
PIUIX	Federated Hermes International Equity Fd	177.61%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	149.77%	—	May 2004

Top Mutual funds Asset Classes

Bond · 1,986 Mutual funds Multi-Asset · 1,357 Mutual funds Alternatives · 136 Mutual funds Real Estate · 114 Mutual funds Commodity · 63 Mutual funds Preferred Stock · 23 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds Fixed Income · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.