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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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
AB Global Core Equity PortfolioGlobal EquitiesNov 11, 20140.79%
-3.99%
8.20%
0.00%
5
Goldman Sachs Large Cap Growth Insights FundLarge Cap Growth EquitiesMay 1, 19970.54%
-9.89%
16.40%
8.32%
49
Goldman Sachs International Equity Insights FundForeign Large Cap EquitiesAug 15, 19970.80%
3.58%
10.51%
7.52%
92
Green Century MSCI International Index FundForeign Large Cap EquitiesSep 30, 20161.28%
-3.67%
4.15%
24
Goldman Sachs Small Cap Equity Insights FundSmall Cap Blend EquitiesAug 15, 19970.84%
4.22%
12.50%
10.11%
78
Geneva SMID Cap Growth FundMid Cap Growth EquitiesSep 2, 20210.43%
-5.46%
3.39%
1
Goldman Sachs U.S. Tax-Managed Equity FundLarge Cap Blend EquitiesApr 3, 20000.75%
-3.09%
12.78%
0.53%
58
Goldman Sachs Large Cap Value Insights FundLarge Cap Value EquitiesDec 31, 19980.56%
1.92%
12.48%
7.45%
59
Sit Global Dividend Growth FundGlobal EquitiesSep 29, 20081.00%
-1.50%
10.82%
1.40%
63
Genter Dividend Income FundLarge Cap Value EquitiesDec 31, 20081.25%
8.38%
11.53%
4.41%
87
The Gabelli Dividend and Income TrustDividendNov 28, 20030.01%
0.47%
11.11%
6.23%
90
Columbia Large Cap Growth FundLarge Cap Growth EquitiesDec 14, 19900.74%
-8.04%
15.57%
9.58%
49
Gotham Enhanced Return FundMid Cap Blend EquitiesMay 31, 20131.50%
1.02%
12.72%
2.05%
86
Glenmede Equity Income PortfolioLarge Cap Value EquitiesDec 21, 20160.85%
1.59%
15.50%
36
GuideStone Funds Equity Index FundLarge Cap Blend EquitiesAug 27, 20010.12%
-3.07%
13.81%
1.59%
77
GuideStone Funds Equity Index Fund Investor ClassLarge Cap Blend Equities0.39%
-3.13%
13.66%
1.39%
58
Victory Sycamore Established Value FundMid Cap Value EquitiesAug 16, 19831.11%
5.27%
10.55%
4.56%
43
The New Germany FundForeign Large Cap EquitiesJan 1, 19890.01%
-7.97%
7.35%
1.41%
15
American Funds The Growth Fund of America Fund Cla...Large Cap Growth EquitiesMar 15, 20011.35%
-7.18%
13.64%
13.39%
48
American Funds Growth Fund of America Class F-1Large Cap Growth EquitiesDec 1, 19730.65%
-7.01%
14.45%
11.56%
44

Rows per page

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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.

0%Annualized Volatility0%Annualized Return

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