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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
American Funds The Growth Fund of AmericaLarge Cap Growth EquitiesDec 1, 19730.40%
-6.94%
14.75%
11.76%
62
Columbia Dividend Income Fund Class SLarge Cap Value EquitiesOct 2, 20240.65%
4.05%
5.19%
83
Gabelli Global Financial Services FundFinancials EquitiesOct 1, 20181.00%
-0.90%
1.87%
90
GuideStone Funds Aggressive Allocation FundGlobal EquitiesAug 26, 20010.39%
-1.96%
10.50%
11.80%
65
Summitry Equity FundLarge Cap Blend EquitiesApr 1, 20091.25%
-5.56%
11.86%
17.91%
26
Nationwide Global Sustainable Equity FundGlobal EquitiesJan 27, 19940.96%
-2.47%
13.56%
12.58%
80
GuideStone Funds Growth Equity FundLarge Cap Growth EquitiesAug 27, 20010.65%
-9.72%
13.42%
15.38%
32
Gabelli Global Growth Fund Class ILarge Cap Growth EquitiesFeb 7, 19940.90%
-6.60%
12.67%
14.80%
30
Invesco Health Care FundHealth & Biotech EquitiesAug 6, 19891.04%
-5.83%
6.83%
6.04%
14
Goldman Sachs Global Infrastructure FundEnergy EquitiesJun 26, 20161.10%
12.43%
5.96%
81
Gabelli Global Mini MitesTM FundGlobal EquitiesSep 30, 20180.90%
3.48%
6.54%
68
GAMCO Global Gold, Natural Resources and Income Tr...Commodity Producers EquitiesJan 4, 20050.02%
6.59%
10.95%
6.65%
72
Goldman Sachs Mid Cap Growth FundMid Cap Growth EquitiesMay 24, 19990.90%
-1.39%
12.77%
14.12%
41
Grandeur Peak Global Stalwarts FundGlobal EquitiesAug 31, 20151.21%
-0.74%
6.25%
0.00%
21
VanEck Global Resources FundEnergy EquitiesNov 1, 19941.38%
16.62%
8.23%
1.34%
94
Goldman Sachs International Tax- Managed Equity Fu...Foreign Large Cap EquitiesJan 31, 20080.90%
4.87%
10.19%
2.08%
89
Goldman Sachs International Small Cap Insights Fun...Foreign Small & Mid Cap EquitiesSep 27, 20070.87%
4.26%
9.35%
7.75%
94
Gabelli Global Growth FundGlobal EquitiesFeb 6, 19940.90%
-6.59%
12.20%
14.83%
36
Goldman Sachs Enhanced Dividend Global Equity Port...Global EquitiesApr 29, 20080.17%
0.31%
10.10%
6.15%
75
Goldman Sachs International Equity Dividend and Pr...Derivative IncomeJan 30, 20080.89%
5.50%
6.65%
2.76%
89

Rows per page

1421–1440 of 3625

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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