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
GABEX	Gabelli Equity Income Fund	Large Cap Blend Equities	Jan 2, 1992	1.42%	3.51%	11.87%	21.28%	23
GABGX	Gabelli Growth Fund	Large Cap Growth Equities	Apr 10, 1987	1.34%	-8.79%	15.05%	6.01%	48
GABOX	Gabelli International Small Cap Fund	Foreign Small & Mid Cap Equities	May 10, 1998	0.91%	2.95%	5.56%	1.85%	59
GABSX	Gabelli Small Cap Growth Fund	Small Cap Blend Equities	Oct 22, 1991	1.38%	3.08%	10.27%	3.86%	57
GABTX	Gabelli Global Content & Connectivity Fund	Communications Equities	Oct 31, 1993	0.96%	0.43%	6.28%	17.79%	76
GABUX	Gabelli Utilities Fund	Utilities Equities	Aug 30, 1999	1.39%	11.05%	7.05%	17.17%	69
GABVX	Gabelli Value 25 Fund	Mid Cap Blend Equities	Sep 29, 1989	1.43%	4.34%	7.65%	10.56%	88
GAFFX	American Funds Growth Fund of Amer F3	Large Cap Growth Equities	Aug 1, 2008	0.30%	-6.92%	—	11.82%	59
GAFSX	Gabelli Global Financial Services Fund Class AAA	Financials Equities	Oct 1, 2018	1.25%	-0.90%	—	1.73%	90
GAGCX	The Gabelli Global Rising Income and Dividend Fund	Tactical Allocation	Feb 2, 1994	0.90%	0.42%	6.69%	2.85%	56
GAGEX	Guinness Atkinson Global Energy Fund	Energy Equities	Jun 29, 2004	1.46%	36.54%	8.42%	2.07%	95
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	May 31, 2011	1.04%	-2.88%	5.88%	9.93%	54
GAPAX	Goldman Sachs Dynamic Global Equity Fund Class A	Global Equities	Jan 2, 1998	0.89%	-0.97%	12.03%	14.59%	70
GAPIX	Goldman Sachs Dynamic Global Equity Fund	Global Equities	Jan 1, 1998	0.19%	-0.91%	12.42%	14.62%	71
GARIX	Gotham Absolute Return Fund	Long-Short	Aug 30, 2012	1.50%	1.49%	8.99%	7.07%	96
GASFX	Hennessy Gas Utility Fund	Utilities Equities	May 9, 1989	1.00%	14.03%	10.16%	10.64%	72
GCAVX	GMO U.S. Small Cap Value Fund	Small Cap Value Equities	Jul 2, 2019	0.42%	4.24%	—	2.82%	69
GCCHX	GMO Climate Change Fund	Global Equities	Apr 4, 2017	0.77%	10.12%	—	1.37%	94
GCEBX	Goldman Sachs Clean Energy Income Fund Class A Sha...	Alternative Energy Equities	Jun 26, 2020	1.26%	16.18%	—	1.21%	97
GCEQX	Green Century Equity Fund Individual Investor Clas...	Large Cap Growth Equities	Sep 13, 1995	1.25%	-5.83%	13.11%	4.67%	59

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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