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
ANWPX	American Funds New Perspective Fund Class A	Large Cap Growth Equities, Global Equities	Mar 13, 1973	0.72%	-3.95%	12.48%	6.84%	50
AOFIX	Alger Small Cap Focus Fund	Small Cap Growth Equities	Mar 3, 2008	1.14%	-6.65%	8.30%	0.00%	25
APDGX	Artisan Global Value Fund Advisor Class	Global Equities	Apr 1, 2015	1.12%	-1.49%	10.98%	4.80%	74
APDIX	Artisan International Fund Advisor Class	International Equity	Apr 1, 2015	1.05%	8.63%	9.76%	21.03%	93
APDKX	Artisan International Value Fund Advisor Class	Foreign Large Cap Equities	Apr 1, 2015	1.06%	0.69%	9.82%	7.04%	52
APDSX	Artisan Small Cap Fund Advisor Shares	Small Cap Growth Equities	Feb 1, 2017	1.06%	-1.59%	—	8.25%	27
APFDX	Artisan Global Discovery Fund	Global Equities	Aug 20, 2017	1.38%	-4.33%	—	20.51%	17
APFWX	Artisan Value Income Fund	Large Cap Value Equities	Feb 28, 2022	1.20%	1.39%	—	2.15%	19
APGAX	AB Large Cap Growth Fund Class A	Large Cap Growth Equities	Oct 1, 1996	0.84%	-9.06%	14.64%	12.44%	18
APGYX	AB Large Cap Growth Fund Advisor Class	Large Cap Growth Equities	Jan 10, 1996	0.59%	-9.01%	14.93%	10.72%	18
APGZX	AB Large Cap Growth Fund Class Z	Large Cap Growth Equities	Jul 1, 2015	0.52%	-8.98%	15.01%	10.73%	18
APHIX	Artisan International Fund Institutional Class	Foreign Large Cap Equities	Jul 1, 1997	0.96%	8.65%	9.84%	20.83%	93
APHKX	Artisan International Value Fund	Foreign Large Cap Equities	Oct 2, 2006	0.97%	0.69%	10.24%	7.09%	53
APITX	Yorktown Growth Fund	Global Equities	Jun 13, 1985	2.04%	0.93%	8.77%	0.00%	41
APSGX	Fiera Capital Small/Mid-Cap Growth Fund	Mid Cap Growth Equities	Jun 29, 2012	1.05%	-5.79%	10.53%	2.58%	15
APWEX	Cavanal Hill World Energy Fund	Energy Equities	Feb 3, 2014	1.15%	27.36%	12.43%	0.61%	94
AQEAX	Columbia Disciplined Core Fund	Large Cap Blend Equities	Apr 24, 2003	0.97%	-4.24%	13.62%	11.84%	37
AQEIX	LKCM Aquinas Catholic Equity Fund	Large Cap Growth Equities	Jul 11, 2005	1.00%	-1.98%	10.45%	6.10%	13
AQGIX	AQR Global Equity Fund	Global Equities	Dec 30, 2009	0.80%	-2.13%	12.01%	13.47%	55
AQGNX	AQR Global Equity Fund Class N	Global Equities	Dec 31, 2009	1.07%	-2.25%	11.71%	13.58%	53

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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