PortfoliosLab logoPortfoliosLab logo

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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Emerald Insights FundLarge Cap Growth EquitiesAug 1, 20141.40%
0.00%
16.82%
8.50%
65
Edgewood Growth FundLarge Cap Growth EquitiesFeb 28, 20061.00%
-13.12%
12.31%
57.02%
4
Elfun International Equity FundForeign Large Cap EquitiesJan 4, 19880.37%
-1.44%
8.13%
11.59%
22
Eagle MLP Strategy FundEnergy EquitiesSep 13, 20121.40%
23.17%
14.68%
4.34%
29
Allspring Large Cap Core FundLarge Cap Blend EquitiesDec 17, 20070.67%
-1.18%
16.40%
8.09%
58
Eaton Vance Large-Cap Value FundLarge Cap Value EquitiesSep 23, 19311.01%
1.38%
9.97%
6.00%
26
EIC Value FundLarge Cap Value EquitiesApr 29, 20110.95%
3.35%
11.38%
8.66%
26
Eaton Vance Focused Growth Opportunities FundLarge Cap Growth EquitiesMar 7, 20110.76%
-7.62%
16.18%
27.41%
22
Eaton Vance Focused Value Opportunities FundLarge Cap Value EquitiesMar 7, 20110.74%
0.72%
10.96%
5.54%
26
Parametric International Equity FundForeign Large Cap EquitiesApr 1, 20100.50%
2.38%
8.69%
13.14%
78
Eaton Vance-Atlanta Capital Focused GrowthLarge Cap Growth EquitiesApr 30, 20020.78%
-9.81%
13.71%
17.06%
4
Eaton Vance International Small-Cap FundForeign Small & Mid Cap EquitiesDec 15, 20151.11%
-2.15%
5.95%
8.65%
21
EIP Growth and Income Fund (NEW)Energy EquitiesAug 21, 20061.25%
18.60%
13.25%
71
Eaton Vance Richard Bernstein All Asset Strategy F...Tactical AllocationSep 29, 20110.93%
-1.02%
5.63%
2.83%
49
Carillon ClariVest International Stock FundForeign Large Cap EquitiesFeb 27, 20130.96%
4.63%
10.79%
2.86%
91
Eaton Vance Atlanta Capital SMID-Cap FundMid Cap Growth EquitiesApr 30, 20020.88%
-4.37%
9.85%
6.72%
2
Canoe EIT Income FundDiversified PortfolioAug 6, 19971.10%
7.20%
117.91%
7.26%
74
Eaton Vance Tax Managed Growth 1.2 FundLarge Cap Growth EquitiesFeb 28, 20010.63%
-4.77%
13.70%
2.47%
34
Allspring Special Large Cap Value FundLarge Cap Value EquitiesAug 1, 20060.70%
-0.55%
12.35%
7.41%
33
Allspring Special Global Small Cap FundGlobal EquitiesMar 15, 19881.52%
-4.97%
5.78%
1.34%
4

Rows per page

741–760 of 3623

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.

0%Annualized Volatility0%Annualized Return

Loading graphics...