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
ETIDX	Eventide Dividend Opportunities Fund	Mid Cap Blend Equities	Sep 29, 2017	0.95%	6.13%	—	3.37%	25
ETIEX	Eventide Exponential Technologies Fund	Technology Equities	Jun 29, 2020	1.43%	-10.12%	—	0.00%	11
ETIHX	Eventide Healthcare & Life Sciences Fund	Health & Biotech Equities	Dec 26, 2012	1.30%	-3.97%	12.92%	0.00%	95
ETILX	Eventide Gilead Class I	Mid Cap Growth Equities	—	1.11%	-5.90%	12.07%	12.82%	53
ETJ	Eaton Vance Risk-Managed Diversified Equity Income...	Global Equity Income	Jul 31, 2007	0.01%	-6.30%	8.15%	9.67%	8
ETMGX	Eaton Vance Tax-Managed Small-Cap Fund	Small Cap Growth Equities	Sep 25, 1997	1.11%	-2.19%	7.67%	7.20%	2
ETO	Eaton Vance Tax-Advantaged Global Dividend Opportu...	Global Equities	Apr 30, 2004	2.56%	-8.74%	11.21%	7.64%	37
ETTGX	Eaton Vance Tax Managed Growth 1.1 Fund	Large Cap Growth Equities	Mar 28, 1996	0.73%	-4.80%	13.59%	3.13%	34
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	Nov 27, 2006	1.06%	-7.42%	11.71%	8.55%	9
EUGDX	Morgan Stanley Europe Opportunity Fund Inc.	Europe Equities	Jul 27, 1997	1.05%	-12.41%	6.51%	0.71%	2
EVCGX	Eaton Vance Greater China Growth Fund	China Equities	Oct 27, 1992	1.53%	-8.12%	4.88%	1.73%	4
EVSAX	Allspring Disciplined U.S. Core Fund	Large Cap Blend Equities	Feb 28, 1990	0.86%	-3.05%	13.96%	5.72%	56
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	Dividend	Sep 30, 2003	0.01%	-0.85%	10.73%	8.07%	30
EVTMX	Eaton Vance Dividend Builder Fund	Large Cap Blend Equities	Dec 18, 1981	0.99%	1.15%	11.10%	9.16%	19
EVUAX	Allspring Utility and Telecommunications Fund	Utilities Equities	Jan 3, 1994	1.04%	6.17%	11.25%	5.70%	50
EWMCX	Evercore Equity Fund	Large Cap Growth Equities	Dec 24, 1945	0.96%	-4.09%	13.36%	5.61%	20
EXEYX	Manning & Napier Equity Series	Large Cap Growth Equities	May 1, 1998	1.05%	-10.28%	11.83%	12.55%	6
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	Feb 27, 2007	1.07%	-5.49%	10.00%	8.94%	41
EXOSX	Manning & Napier Overseas Series	Foreign Large Cap Equities	Jul 9, 2002	0.75%	-3.31%	6.88%	1.17%	13
FACDX	Fidelity Advisor Health Care Fund Class A	Health & Biotech Equities	Sep 3, 1996	0.97%	-5.52%	8.64%	14.06%	14

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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