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
EKJAX	Allspring Premier Large Company Growth Fund	Large Cap Growth Equities	Jan 20, 1998	1.11%	-7.96%	14.87%	35.21%	23
ELFNX	Elfun Trusts	Large Cap Growth Equities	May 27, 1935	0.18%	-5.96%	15.27%	10.49%	37
EMCAX	Empiric 2500 Fund	Small Cap Growth Equities	Nov 6, 1995	1.96%	0.31%	9.87%	0.13%	13
EMF	Templeton Emerging Markets Fund	Emerging Markets Equities	Feb 27, 1987	1.43%	5.46%	12.76%	9.34%	90
EMO	ClearBridge Energy Midstream Opportunity Fund	MLPs, Energy Equities	Jun 10, 2011	13.90%	16.90%	9.59%	8.38%	17
ENHNX	Cullen Enhanced Equity Income Fund	Derivative Income	Dec 14, 2015	0.75%	4.08%	7.03%	5.91%	12
ENPIX	ProFunds UltraSector Oil & Gas Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.51%	51.70%	9.09%	1.82%	38
ENTIX	ERShares Global Entrepreneurs™	Global Equities	Nov 10, 2010	1.29%	-14.70%	9.18%	0.05%	10
EOD	Wells Fargo Advantage Funds - Allspring Global Div...	Dividend	Mar 28, 2007	0.02%	2.96%	10.76%	8.88%	82
EOI	Eaton Vance Enhanced Equity Income Fund	Large Cap Blend Equities	Oct 29, 2004	0.01%	-4.99%	12.41%	8.38%	15
EOS	Eaton Vance Enhanced Equity Income Fund II	Derivative Income	Jan 26, 2005	1.09%	-9.50%	12.82%	8.81%	8
EPDIX	EuroPac International Dividend Income Fund	Foreign Large Cap Equities	Jan 9, 2014	1.25%	10.14%	10.35%	7.01%	97
EPDPX	EuroPac International Dividend Income Fund Class A	Foreign Large Cap Equities, Dividend	Jan 10, 2014	1.52%	10.06%	10.06%	6.09%	97
EPGAX	Fidelity Advisor Equity Growth Fund Class A	Large Cap Growth Equities	Sep 3, 1996	0.97%	-4.19%	15.66%	0.65%	34
EPGCX	Fidelity Advisor Equity Growth Fund Class C	Large Cap Growth Equities	Nov 3, 1997	1.74%	-4.38%	14.28%	0.92%	32
EPIVX	EuroPac International Value Fund	Foreign Large Cap Equities	Apr 6, 2010	1.75%	3.32%	10.21%	7.25%	86
EPLCX	MainStay Epoch U.S. Equity Yield Fund	Large Cap Value Equities	Dec 3, 2008	0.73%	3.41%	10.24%	6.63%	46
EPSYX	MainStay Epoch Global Equity Yield Fund	Global Equities	Dec 26, 2005	0.84%	4.86%	9.20%	7.02%	81
EPVIX	EuroPac International Value Fund Class I	Foreign Large Cap Equities	Apr 7, 2010	1.48%	3.37%	10.37%	7.44%	87
EQNIX	MFS Equity Income Fund	Large Cap Value Equities	Sep 27, 2012	0.64%	3.48%	11.85%	11.76%	55

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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