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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
GuideStone Funds International Equity FundForeign Large Cap EquitiesAug 27, 20010.88%
0.00%
8.71%
10.37%
53
Gabelli International Growth FundForeign Large Cap EquitiesJun 29, 19951.27%
-1.78%
6.50%
8.33%
24
Nationwide International Index FundForeign Large Cap EquitiesDec 29, 19990.71%
2.02%
8.38%
7.00%
75
GuideStone Funds International Equity Index FundForeign Large Cap EquitiesJun 1, 20150.23%
2.18%
8.55%
5.83%
69
Lord Abbett Fundamental Equity FundLarge Cap Value EquitiesJan 3, 19941.71%
-0.29%
10.02%
8.92%
69
NAA Large Core Fund Class InstitutionalLarge Cap Blend EquitiesMar 1, 20121.01%
-4.70%
13.23%
3.43%
48
Gotham Index Plus FundLarge Cap Blend EquitiesMar 31, 20151.15%
-3.30%
14.59%
3.38%
72
GMO International Developed Equity Allocation FundForeign Large Cap EquitiesJun 4, 20060.00%
7.39%
11.24%
7.49%
96
Goldman Sachs Balanced Strategy PortfolioTactical AllocationJan 1, 19980.19%
-0.38%
5.70%
5.83%
72
Grandeur Peak International Stalwarts FundForeign Small & Mid Cap EquitiesAug 31, 20151.15%
-0.85%
6.34%
0.51%
35
Goldman Sachs Technology Opportunities FundTechnology EquitiesSep 30, 19990.97%23.51%
Goldman Sachs Energy Infrastructure FundEnergy EquitiesSep 28, 20171.23%
21.08%
8.26%
59
Lazard Global Listed Infrastructure Portfolio Open...Global EquitiesDec 31, 20091.22%
9.36%
10.05%
5.98%
93
Lazard Global Listed Infrastructure Portfolio Inst...Global Equities0.97%
9.16%
10.26%
6.18%
91
MFS Global New Discovery FundGlobal EquitiesDec 15, 20111.10%
1.41%
8.83%
2.41%
28
Pioneer Global Sustainable Equity Fund Class AGlobal Equities, SustainableDec 15, 20051.10%
1.61%
12.68%
11.35%
96
Goldman Sachs MLP Energy Infrastructure FundEnergy EquitiesMar 27, 20131.20%
14.85%
10.06%
6.32%
47
Clough Global Equity FundGlobal EquitiesApr 27, 20050.03%
1.95%
8.48%
10.58%
94
Invesco Global Focus Fund Class AGlobal EquitiesOct 1, 20071.23%
-8.68%
10.48%
14.10%
14
Invesco Global Focus FundGlobal EquitiesSep 30, 20070.98%
-8.63%
10.75%
13.42%
23

Rows per page

1441–1460 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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