Equity Mutual Funds List

Number of Funds: 3,784
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.66%
Avg. 1 Year Return: 22.12%
Median Risk/Return Score: 51 / 100

3702 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
ANOIX	American Century Small Cap Growth Fund	Small Cap Growth Equities	Jun 1, 2001	1.17%	17.17%	13.53%	6.49%	42
ANTSX	American Century International Small-Mid Cap Fund	Foreign Small & Mid Cap Equities	Mar 18, 2015	1.44%	4.51%	6.70%	1.72%	19
ANTUX	American Century Non-U.S. Intrinsic Value Fund	Foreign Large Cap Equities	Dec 5, 2018	1.16%	11.82%	—	9.90%	53
ANVIX	Virtus NFJ Large-Cap Value Fund	Large Cap Value Equities	May 8, 2000	0.74%	19.90%	10.26%	8.55%	81
ANWFX	American Funds New Perspective Fund Class F-2	Global Equities	Mar 13, 1973	0.51%	5.04%	13.19%	6.49%	24
ANWPX	American Funds New Perspective Fund Class A	Global Equities, Large Cap Growth Equities, Actively Managed	Mar 13, 1973	0.71%	5.57%	12.96%	6.23%	28
AOFIX	Alger Small Cap Focus Fund	Small Cap Growth Equities	Mar 3, 2008	1.14%	18.42%	9.13%	0.00%	35
AOTIX	Virtus Emerging Markets Opportunities Fund	Emerging Markets Equities	May 26, 2004	0.94%	28.73%	9.88%	2.58%	86
APDGX	Artisan Global Value Fund Advisor Class	Global Equities	Apr 1, 2015	1.12%	11.70%	12.10%	4.24%	84
APDIX	Artisan International Fund Advisor Class	Foreign Large Cap Equities	Apr 1, 2015	1.05%	15.41%	10.28%	19.79%	53
APDKX	Artisan International Value Fund Advisor Class	Foreign Large Cap Equities	Apr 1, 2015	1.06%	15.64%	11.11%	6.22%	76
APDSX	Artisan Small Cap Fund Advisor Shares	Small Cap Growth Equities	Feb 1, 2017	1.06%	12.55%	—	7.22%	31
APFDX	Artisan Global Discovery Fund	Global Equities	Aug 20, 2017	1.38%	4.68%	—	18.75%	18
APFWX	Artisan Value Income Fund	Large Cap Value Equities	Feb 28, 2022	1.20%	9.80%	—	2.04%	55
APGAX	AB Large Cap Growth Fund Class A	Large Cap Growth Equities	Oct 1, 1996	0.84%	3.79%	15.57%	10.90%	14
APGYX	AB Large Cap Growth Fund Advisor Class	Large Cap Growth Equities	Oct 1, 1996	0.55%	3.94%	15.86%	9.39%	15
APGZX	AB Large Cap Growth Fund Class Z	Large Cap Growth Equities	Jul 1, 2015	0.52%	4.00%	15.94%	9.39%	15
APHEX	Artisan Sustainable Emerging Markets Fund	Emerging Markets Equities	Jun 25, 2006	1.07%	16.22%	9.82%	1.40%	70
APHIX	Artisan International Fund Institutional Class	Foreign Large Cap Equities	Jul 1, 1997	0.96%	15.64%	10.43%	19.57%	58
APHKX	Artisan International Value Fund	Foreign Large Cap Equities	Oct 2, 2006	0.97%	15.69%	11.52%	6.27%	77

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 (99). 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	99	—	Sep 2022
PKAIX	PIMCO RAE US Fund	98	—	Jun 2015
FGIPX	Nomura Growth and Income Fund Institutional Class	98	—	Oct 1993
BPLEX	Boston Partners Long/Short Equity Fund	98	—	Nov 1998

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 22.12% and an average 5-year return of 8.66%, 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	38.10%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	35.29%	—	Dec 2000
UJPIX	ProFunds UltraJapan Fund	35.06%	—	Feb 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	34.95%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FEMSX (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
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (911.82%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.66%, 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	911.82%	—	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.