Equity Mutual Funds List

Number of Funds: 3,627
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.57%
Avg. 1 Year Return: 25.74%
Median Risk/Return Score: 42 / 100

3540 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
AMFFX	American Mutual Fund Class F-1	Large Cap Value Equities	Feb 21, 1950	0.64%	6.89%	11.17%	7.07%	41
AMGOX	Alger Mid Cap Growth Portfolio Fund	Mid Cap Growth Equities	May 3, 1993	0.92%	6.34%	12.51%	0.00%	14
AMIGX	Amana Growth Fund	Large Cap Growth Equities	Sep 25, 2013	0.67%	17.11%	17.90%	0.16%	69
AMINX	Amana Income Fund Institutional Class	Dividend	Sep 25, 2013	0.76%	11.94%	12.43%	5.21%	42
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%	5.28%	11.61%	10.78%	22
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	Jul 31, 1958	4.07%	19.39%	12.25%	14.93%	41
AMRMX	American Funds American Mutual Fund Class A	Large Cap Blend Equities	Feb 21, 1950	0.58%	6.90%	11.20%	7.08%	42
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities	Jan 8, 1978	0.59%	14.05%	14.72%	7.50%	71
ANDIX	AQR International Defensive Style Fund	Foreign Large Cap Equities	Jul 9, 2012	0.55%	—	—	70.16%	—
ANEFX	American Funds The New Economy Fund	Global Equities	Nov 30, 1983	0.75%	21.42%	16.53%	8.18%	86
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	Mar 15, 2001	0.78%	21.36%	16.11%	8.16%	86
ANJIX	Virtus NFJ International Value Fund	Foreign Large Cap Equities	Jan 30, 2003	0.95%	14.36%	7.80%	5.06%	76
ANOIX	American Century Small Cap Growth Fund	Small Cap Growth Equities	Jun 1, 2001	1.17%	11.83%	13.52%	6.80%	22
ANTSX	American Century International Small-Mid Cap Fund	Foreign Small & Mid Cap Equities	Mar 18, 2015	1.44%	9.95%	6.94%	1.63%	22
ANTUX	American Century Non-U.S. Intrinsic Value Fund	Foreign Large Cap Equities	Dec 5, 2018	1.16%	5.96%	—	10.44%	30
ANVIX	Virtus NFJ Large-Cap Value Fund	Large Cap Value Equities	May 8, 2000	0.74%	13.85%	9.89%	9.16%	51
ANWFX	American Funds New Perspective Fund Class F-2	Global Equities	Mar 13, 1973	0.51%	7.18%	13.63%	6.36%	29
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	Mar 13, 1973	0.72%	7.10%	13.39%	6.14%	29
AOFIX	Alger Small Cap Focus Fund	Small Cap Growth Equities	Mar 3, 2008	1.14%	12.19%	9.23%	0.00%	20

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 ARKVX (99) and FDCPX (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
ARKVX	ARK Venture Fund	99	—	Sep 2022
FDCPX	Fidelity Select Tech Hardware Portfolio	98	—	Jul 1985
EFCNX	Emerald Insights Fund	98	—	Aug 2014
VARBX	Vivaldi Merger Arbitrage Fund Class I	98	—	Oct 2015
DEMAX	Nomura Emerging Markets Fund Class A	98	—	Jun 1996

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SMPIX (53.79%). Across the lineup, Equity Mutual funds show an average 1-year return of 25.74% and an average 5-year return of 8.85%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SMPIX	ProFunds Semiconductor UltraSector Fund	53.79%	—	Jun 2000
FSELX	Fidelity Select Semiconductors Portfolio	45.84%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	42.85%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	42.49%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	42.13%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FBLEX (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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (883.64%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.57%, 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	883.64%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
PIUIX	Federated Hermes International Equity Fd	177.43%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	169.45%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	162.39%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,987 Mutual funds Multi-Asset · 1,523 Mutual funds Alternatives · 133 Mutual funds Real Estate · 115 Mutual funds Commodity · 63 Mutual funds Preferred Stock · 11 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds

Top Mutual funds Comparisons

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