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
AMFEX	AAMA Equity Fund	Large Cap Blend Equities	Jun 30, 2017	1.17%	2.66%	—	11.68%	76
AMFFX	American Mutual Fund Class F-1	Large Cap Value Equities	Feb 21, 1950	0.64%	-1.16%	10.64%	7.64%	33
AMGOX	Alger Mid Cap Growth Portfolio Fund	Mid Cap Growth Equities	May 3, 1993	0.92%	-7.51%	11.14%	0.00%	28
AMIGX	Amana Growth Fund	Large Cap Growth Equities	Sep 25, 2013	0.67%	-1.72%	16.17%	0.19%	69
AMINX	Amana Income Fund Institutional Class	Dividend	Sep 25, 2013	0.76%	-1.32%	11.20%	5.88%	45
AMOMX	AQR Large Cap Momentum Style Fund	Large Cap Growth Equities	Jul 9, 2009	0.41%	-1.21%	13.76%	25.80%	48
AMPCX	American Funds AMCAP Fund Class C	Large Cap Growth Equities	May 1, 1967	1.40%	-7.74%	10.52%	12.31%	28
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	Jul 31, 1958	4.07%	3.21%	10.90%	17.27%	33
AMRMX	American Funds American Mutual Fund Class A	Large Cap Blend Equities	Feb 21, 1950	0.58%	-1.15%	10.67%	7.66%	33
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	Jan 8, 1978	0.59%	-2.50%	13.35%	8.77%	74
ANCIX	Ancora MicroCap Fund	Small Cap Value Equities	Sep 2, 2008	1.74%	—	—	15.21%	—
ANDIX	AQR International Defensive Style Fund	Foreign Large Cap Equities	Jul 9, 2012	0.55%	3.03%	6.64%	4.60%	59
ANEFX	American Funds The New Economy Fund	Global Equities	Nov 30, 1983	0.75%	-3.77%	14.07%	10.32%	82
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	Mar 15, 2001	0.78%	-3.79%	13.66%	10.29%	81
ANJIX	Virtus NFJ International Value Fund	Foreign Large Cap Equities	Jan 30, 2003	0.95%	4.59%	6.92%	5.54%	85
ANOIX	American Century Small Cap Growth Fund	Small Cap Growth Equities	Jun 1, 2001	1.17%	-2.44%	12.78%	7.79%	25
ANTSX	American Century International Small-Mid Cap Fund	Foreign Small & Mid Cap Equities	Mar 18, 2015	1.44%	2.04%	6.62%	1.76%	76
ANTUX	American Century Non-U.S. Intrinsic Value Fund	Foreign Large Cap Equities	Dec 5, 2018	1.16%	2.05%	—	10.84%	80
ANVIX	Virtus NFJ Large-Cap Value Fund	Large Cap Value Equities	May 8, 2000	0.74%	0.53%	8.86%	10.37%	13
ANWFX	American Funds New Perspective Fund Class F-2	Global Equities	Mar 13, 1973	0.51%	-3.92%	12.72%	7.09%	49

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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