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
ALGRX	Alger Focus Equity Fund	Large Cap Growth Equities	Nov 8, 1993	0.89%	-8.44%	18.98%	8.56%	77
ALMAX	Alger Weatherbie Specialized Growth Fund	Small Cap Growth Equities	May 8, 2002	1.20%	-10.76%	7.50%	0.00%	7
ALMRX	Alger MidCap Growth Institutional Fund	Mid Cap Growth Equities	Nov 8, 1993	1.44%	-7.25%	11.51%	0.00%	29
ALOIX	Virtus International Small-Cap Fund	Foreign Small & Mid Cap Equities	Dec 30, 1997	1.04%	7.81%	7.63%	4.21%	96
ALSCX	Alger Small Cap Growth Fund	Small Cap Growth Equities	Nov 11, 1986	1.96%	-6.18%	9.02%	0.00%	32
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	Dec 31, 2019	0.96%	7.18%	—	6.68%	78
ALSRX	Alger SmallCap Growth Institutional Fund	Small Cap Growth Equities	Nov 8, 1993	1.24%	-9.06%	7.78%	3.08%	18
ALTEX	Firsthand Alternative Energy Fund	Technology Equities	Oct 28, 2007	1.98%	16.55%	9.60%	0.00%	49
ALTFX	AB Sustainable Global Thematic Fund	Global Equities	Feb 28, 1982	1.02%	-6.94%	10.10%	14.54%	8
ALVIX	American Century Investments Focused Large Cap Val...	Large Cap Value Equities	Jul 30, 1999	0.83%	1.30%	9.93%	12.23%	31
ALVOX	Alger Capital Appreciation Portfolio	Large Cap Growth Equities	Jan 25, 1995	0.91%	-9.27%	17.21%	20.70%	61
ALZFX	Alger Focus Equity Fund Class Z	Large Cap Growth Equities	Nov 8, 1993	0.63%	-8.38%	19.32%	8.22%	77
AMAEX	American Century Small Cap Dividend Fund	Small Cap Value Equities	Apr 4, 2022	1.13%	4.29%	—	2.06%	7
AMAGX	Amana Mutual Funds Trust Growth Fund	Large Cap Growth Equities	Feb 3, 1994	0.91%	-1.77%	15.92%	0.00%	68
AMANX	Amana Mutual Funds Trust Income Fund	Large Cap Blend Equities	Jun 23, 1986	1.01%	-1.38%	10.94%	5.46%	46
AMCFX	American Funds AMCAP Fund Class F-2	Large Cap Growth Equities	May 1, 1967	0.43%	-7.55%	11.64%	9.27%	31
AMCGX	Alger Mid Cap Growth Fund	Mid Cap Growth Equities	May 24, 1993	1.93%	-7.58%	6.49%	0.00%	27
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	Jan 5, 1967	0.65%	-7.58%	11.11%	9.44%	30
AMDVX	American Century Mid Cap Value R6	Mid Cap Value Equities	Jul 26, 2013	0.63%	2.86%	9.30%	14.34%	20
AMEFX	American Funds The Income Fund of America® Class F...	Diversified Portfolio	Dec 1, 1973	0.37%	3.00%	8.56%	9.93%	77

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.

Loading graphics...

Time Period