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
AGVHX	American Funds Global Insight Fund	Global Equities	Mar 31, 2011	0.47%	-2.25%	—	1.21%	59
AHSAX	Alger Health Sciences Fund	Health & Biotech Equities	Apr 30, 2002	1.05%	-3.42%	8.47%	0.00%	49
AHTPX	American Beacon AHL TargetRisk Fund	Tactical Allocation	Dec 30, 2018	1.41%	4.31%	—	7.65%	32
AICFX	The Investment Company of America Class F-1	Large Cap Blend Equities	Jan 2, 1934	0.63%	-4.20%	13.03%	11.06%	53
AIFRX	abrdn Global Infrastructure Fund	Energy Equities	Nov 2, 2008	0.99%	12.03%	10.71%	7.01%	95
AIGOX	Alger Growth & Income Portfolio	Large Cap Blend Equities	Nov 15, 1988	0.86%	-0.89%	14.22%	13.86%	71
AIIEX	Invesco EQV International Equity Fund	Foreign Large Cap Equities	Apr 6, 1992	1.35%	-2.29%	5.18%	18.30%	21
AIMOX	AQR International Momentum Style Fund	Foreign Large Cap Equities	Jul 8, 2009	0.57%	2.55%	9.12%	14.82%	76
AINTX	Ariel International Fund	Foreign Large Cap Equities	Dec 29, 2011	1.13%	-1.56%	5.58%	15.45%	35
AIO	Virtus Artificial Intelligence & Technology Opport...	Technology Equities	Oct 29, 2019	1.41%	2.25%	—	13.72%	33
AIOIX	American Century International Opportunities Fund	Foreign Small & Mid Cap Equities	May 31, 2001	1.48%	5.74%	7.61%	0.26%	88
AIONX	AQR International Momentum Style Fund Class N	Foreign Large Cap Equities	Jul 9, 2009	0.88%	2.49%	8.85%	14.27%	74
AIVGX	American Funds International Vantage Fund	Foreign Large Cap Equities	Mar 31, 2011	0.59%	-0.84%	—	3.49%	49
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	Jan 1, 1934	0.57%	-4.18%	12.96%	11.09%	54
AKREX	Akre Focus Fund Retail Class	Large Cap Growth Equities	Aug 31, 2009	1.30%	—	—	4.80%	—
AKRIX	Akre Focus Fund	Large Cap Growth Equities	Aug 31, 2009	1.04%	—	—	4.49%	—
ALAFX	Alger Focus Equity A Fund	Large Cap Growth Equities	Nov 8, 1993	0.95%	-8.45%	18.94%	8.64%	77
ALARX	Alger Capital Appreciation Institutional Fund	Large Cap Growth Equities	Nov 8, 1993	1.12%	-9.20%	16.92%	7.69%	59
ALBAX	Alger Growth & Income Fund	Large Cap Blend Equities	Dec 31, 1996	0.98%	-0.99%	13.99%	0.92%	73
ALFAX	Lord Abbett Alpha Strategy Fund	Small Cap Growth Equities	Mar 18, 1998	1.40%	2.01%	9.23%	5.20%	50

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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