Equity Mutual Funds List

Number of Funds: 3,617
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.66%
Avg. 1 Year Return: 22.34%
Median Risk/Return Score: 44 / 100

3533 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
GIIAX	Nationwide International Index Fund	Foreign Large Cap Equities	Dec 29, 1999	0.71%	8.76%	9.12%	5.62%	33
GIIYX	GuideStone Funds International Equity Index Fund	Foreign Large Cap Equities	Jun 1, 2015	0.23%	8.64%	9.21%	5.48%	28
GILAX	Lord Abbett Fundamental Equity Fund	Large Cap Value Equities	Jan 3, 1994	1.71%	4.79%	10.12%	8.48%	57
GILIX	NAA Large Core Fund Class Institutional	Large Cap Blend Equities	Mar 1, 2012	1.01%	10.76%	14.67%	2.95%	64
GINDX	Gotham Index Plus Fund	Large Cap Blend Equities	Mar 31, 2015	1.15%	4.58%	15.68%	3.12%	63
GIOTX	GMO International Developed Equity Allocation Fund	Foreign Large Cap Equities	Jun 4, 2006	0.00%	17.71%	12.26%	6.83%	87
GIPIX	Goldman Sachs Balanced Strategy Portfolio	Tactical Allocation	Jan 1, 1998	0.19%	4.47%	6.13%	5.56%	65
GISOX	Grandeur Peak International Stalwarts Fund	Foreign Small & Mid Cap Equities	Aug 31, 2015	1.15%	18.42%	7.98%	0.43%	18
GLEIX	Goldman Sachs Energy Infrastructure Fund	Energy Equities	Sep 28, 2017	1.23%	23.62%	—	8.09%	60
GLFOX	Lazard Global Listed Infrastructure Portfolio Open...	Global Equities	Dec 31, 2009	1.22%	8.87%	10.39%	6.01%	41
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	Global Equities	—	0.97%	8.94%	10.61%	6.19%	43
GLNIX	MFS Global New Discovery Fund	Global Equities	Dec 15, 2011	1.10%	6.35%	9.00%	2.30%	8
GLOSX	Pioneer Global Sustainable Equity Fund Class A	Global Equities, Sustainable	Dec 15, 2005	1.10%	12.61%	13.83%	10.24%	85
GLPIX	Goldman Sachs MLP Energy Infrastructure Fund	Energy Equities	Mar 27, 2013	1.20%	17.34%	8.57%	6.38%	48
GLVAX	Invesco Global Focus Fund Class A	Global Equities	Oct 1, 2007	1.23%	8.33%	12.53%	11.88%	15
GLVYX	Invesco Global Focus Fund	Global Equities	Sep 30, 2007	0.98%	8.45%	12.80%	11.31%	14
GMGEX	GMO Global Equity Allocation Fund	Global Equities	Nov 25, 1996	0.01%	17.69%	11.38%	3.98%	90
GMLGX	GuideMark Large Cap Core Fund	Large Cap Blend Equities	Jun 29, 2001	0.89%	6.16%	13.66%	17.41%	46
GMOIX	GMO International Equity Fund	Foreign Large Cap Equities	Mar 30, 1987	0.66%	18.66%	12.56%	4.73%	84
GMRAX	Nationwide Small Cap Index Fund	Small Cap Blend Equities	Dec 29, 1999	0.68%	17.96%	10.75%	1.96%	67

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 MERIX (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
MERIX	The Merger Fund Class I	98	—	Aug 2013
VARBX	Vivaldi Merger Arbitrage Fund Class I	98	—	Oct 2015
FDCPX	Fidelity Select Tech Hardware Portfolio	98	—	Jul 1985
ARBNX	The Arbitrage Fund Class Institutional	97	—	Oct 2003

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (48.62%). Across the lineup, Equity Mutual funds show an average 1-year return of 22.34% and an average 5-year return of 8.37%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	48.62%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	44.40%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	41.45%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	41.08%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	40.73%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FSGEX (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
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009
PHSWX	Parvin Hedged Equity Solari World Fund	0.01%	—	Jan 2021
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (903.58%). 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	903.58%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
PIUIX	Federated Hermes International Equity Fd	179.73%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	166.34%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	160.57%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,983 Mutual funds Multi-Asset · 1,522 Mutual funds Alternatives · 133 Mutual funds Real Estate · 114 Mutual funds Commodity · 62 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.