Equity Mutual Funds List

Number of Funds: 3,784
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.71%
Avg. 1 Year Return: 22.31%
Median Risk/Return Score: 48 / 100

3702 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
AMCFX	American Funds AMCAP Fund Class F-2	Large Cap Growth Equities	May 1, 1967	0.43%	4.87%	12.63%	12.46%	18
AMCGX	Alger Mid Cap Growth Fund	Mid Cap Growth Equities	May 24, 1993	1.93%	3.92%	7.44%	0.00%	9
AMCPX	American Funds AMCAP Fund Class A	Large Cap Growth Equities	Jan 5, 1967	0.64%	4.76%	12.11%	12.71%	17
AMDVX	American Century Mid Cap Value R6	Mid Cap Value Equities	Jul 26, 2013	0.63%	15.53%	9.92%	13.02%	68
AMDWX	Amana Mutual Funds Trust Developing World Fund	Emerging Markets Equities	Sep 27, 2009	1.14%	14.12%	6.97%	2.46%	62
AMEFX	American Funds The Income Fund of America® Class F...	Diversified Portfolio	Dec 1, 1973	0.37%	8.47%	8.59%	9.49%	82
AMFEX	AAMA Equity Fund	Large Cap Blend Equities	Jun 30, 2017	1.17%	14.42%	—	10.48%	91
AMFFX	American Mutual Fund Class F-1	Large Cap Value Equities	Feb 21, 1950	0.64%	9.68%	11.12%	6.91%	59
AMGOX	Alger Mid Cap Growth Portfolio Fund	Mid Cap Growth Equities	May 3, 1993	0.92%	4.11%	12.11%	0.00%	9
AMIGX	Amana Growth Fund	Large Cap Growth Equities	Sep 25, 2013	0.67%	11.65%	17.00%	0.17%	51
AMINX	Amana Income Fund Institutional Class	Dividend	Sep 25, 2013	0.76%	12.96%	12.13%	5.16%	54
AMOMX	AQR Large Cap Momentum Style Fund	Large Cap Growth Equities	Jul 9, 2009	0.41%	—	—	30.65%	—
AMPCX	American Funds AMCAP Fund Class C	Large Cap Growth Equities	May 1, 1967	1.40%	4.32%	11.51%	17.02%	16
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	Jul 31, 1958	4.07%	17.93%	11.97%	15.11%	55
AMRMX	American Funds American Mutual Fund Class A	Large Cap Blend Equities	Feb 21, 1950	0.58%	9.70%	11.15%	6.93%	61
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	Aug 1, 1978	0.57%	13.21%	14.48%	7.36%	61
ANDIX	AQR International Defensive Style Fund	Foreign Large Cap Equities	Jul 9, 2012	0.55%	—	—	70.16%	—
ANEFX	American Funds The New Economy Fund Class A	Global Equities, Actively Managed	Dec 1, 1983	0.72%	15.44%	15.82%	8.60%	69
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	Mar 15, 2001	0.78%	15.40%	15.41%	8.58%	68
ANJIX	Virtus NFJ International Value Fund	Foreign Large Cap Equities	Jan 30, 2003	0.95%	14.88%	8.13%	5.08%	74

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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Time Period

Best Equity Mutual funds by Risk/Return Score

The top Equity Mutual funds by PortfoliosLab Risk/Return Score are VARBX (99) and ARKVX (98). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
VARBX	Vivaldi Merger Arbitrage Fund Class I	99	—	Oct 2015
ARKVX	ARK Venture Fund	98	—	Sep 2022
FGIPX	Nomura Growth and Income Fund Institutional Class	98	—	Oct 1993
FGINX	Delaware Growth and Income Fund	98	—	Oct 1993
PKAIX	PIMCO RAE US Fund	98	—	Jun 2015

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (47.46%). Across the lineup, Equity Mutual funds show an average 1-year return of 22.31% and an average 5-year return of 8.54%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	47.46%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	38.61%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	35.79%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	35.44%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	35.12%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FINVX (0.01%). With an average expense ratio of 0.95%, Equity Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996
FHKFX	Fidelity Series Emerging Markets Fund	0.01%	—	Aug 2018
PHSWX	Parvin Hedged Equity Solari World Fund	0.01%	—	Jan 2021

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (926.59%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.71%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
EGFIX	Edgewood Growth Fund	926.59%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
IBGIX	VY Baron Growth Portfolio	301.33%	—	May 2002
PIUIX	Federated Hermes International Equity Fd	180.26%	—	Aug 1997
MSVVX	MetLife Small Company Equity Fund	154.77%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,986 Mutual funds Multi-Asset · 1,357 Mutual funds Alternatives · 136 Mutual funds Real Estate · 114 Mutual funds Commodity · 63 Mutual funds Preferred Stock · 23 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds Fixed Income · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.