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
EQPGX	Fidelity Advisor Equity Growth Fund Class I	Large Cap Growth Equities	Nov 22, 1983	0.71%	-4.17%	17.30%	0.55%	36
EQPIX	Fidelity Advisor Equity Income Fund Class I	Large Cap Value Equities	Apr 25, 1983	0.65%	—	—	4.49%	—
EQTIX	Shelton Equity Income Fund	Derivative Income	Sep 3, 1996	0.72%	-4.97%	8.34%	7.19%	17
ERASX	Eaton Vance Atlanta Capital SMID-Cap Fund Class A	Mid Cap Blend Equities	Sep 30, 2009	0.81%	-4.34%	10.71%	6.73%	2
ERBIX	Eaton Vance Richard Bernstein Equity Strategy Fund	Global Equities	Oct 11, 2010	0.93%	-1.82%	11.37%	18.48%	50
ESEIX	Eaton Vance Atlanta Capital Select Equity Fund	Large Cap Growth Equities	Jan 3, 2012	0.78%	-8.75%	9.93%	21.31%	1
ESGEX	Reynders McVeigh Core Equity Fund	Large Cap Growth Equities	Mar 29, 2019	1.25%	-7.57%	—	5.63%	17
ESGIX	Dana Epiphany ESG Equity Fund	Large Cap Blend Equities	Feb 13, 2008	1.12%	-3.26%	—	7.02%	44
ESGYX	Mirova Global Sustainable Equity Fund	Global Equities	Mar 30, 2016	0.95%	-6.24%	—	4.74%	12
ESMAX	Invesco EQV European Small Company Fund	Europe Equities	Aug 30, 2000	1.48%	0.64%	8.09%	34.84%	31
ESPAX	Allspring Special Small Cap Value Fund	Small Cap Value Equities	May 7, 1993	1.24%	-0.11%	7.54%	8.27%	5
ESPRX	Allspring Special Small Cap Value Fund Class R6	Small Cap Value Equities	Oct 31, 2014	0.82%	0.00%	8.10%	8.40%	6
ETB	Eaton Vance Tax-Managed Buy-Write Income Fund	Options Trading	Apr 29, 2005	0.01%	-2.30%	7.67%	8.69%	42
ETEGX	Eaton Vance Small-Cap Fund	Small Cap Growth Equities	Jan 2, 1997	1.21%	-2.10%	8.28%	8.40%	2
ETFOX	North Square Tactical Growth Fund	Tactical Allocation	Apr 29, 2004	1.30%	-2.54%	8.70%	1.33%	45
ETFRX	North Square Tactical Defensive Fund	Tactical Allocation	Sep 14, 2006	1.86%	-1.21%	5.89%	0.49%	27
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	Jan 30, 2004	2.57%	-9.66%	12.01%	7.57%	42
ETGIX	Eaton Vance Greater India Fund	Asia Pacific Equities	May 1, 1994	1.57%	-14.87%	7.64%	16.99%	1
ETGLX	Eventide Gilead Fund	Mid Cap Growth Equities	Jul 8, 2008	1.31%	-5.93%	11.84%	13.38%	52
ETHSX	Eaton Vance Worldwide Health Sciences Fund	Health & Biotech Equities	Jul 25, 1985	1.20%	-5.80%	7.48%	7.82%	5

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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