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
GPIOX	Grandeur Peak International Opportunities Fund	Foreign Small & Mid Cap Equities	Oct 16, 2011	1.55%	7.60%	5.99%	3.30%	9
GPMCX	Grandeur Peak Global Micro Cap Fund	Foreign Small & Mid Cap Equities	Oct 19, 2015	1.85%	-0.45%	8.70%	3.34%	5
GPROX	Grandeur Peak Global Reach Fund	Global Equities	Jun 18, 2013	1.49%	5.88%	8.89%	18.59%	9
GPSCX	Victory RS Small Cap Equity Fund	Small Cap Growth Equities	May 1, 1997	1.25%	—	—	0.00%	—
GPSTX	GuidePath Growth Allocation Fund	Global Equities	Apr 28, 2011	0.64%	9.64%	11.97%	4.33%	55
GPTUX	GuidePath Tactical Allocation Fund	Tactical Allocation	Apr 28, 2011	0.79%	5.30%	9.14%	7.95%	34
GQEFX	GMO Quality Fund Class IV	Large Cap Blend Equities	Feb 6, 2004	0.47%	4.36%	—	10.69%	33
GQEIX	GQG Partners US Select Quality Equity Fund	Large Cap Blend Equities	Sep 28, 2018	0.49%	5.58%	—	6.99%	8
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	Large Cap Growth Equities	Sep 28, 2018	0.59%	5.49%	—	6.61%	8
GQETX	GMO Quality Fund	Large Cap Blend Equities	Feb 6, 2004	0.49%	4.34%	16.14%	10.70%	36
GQFPX	GQG Partners Global Quality Dividend Income Fund	Global Equities	Jun 29, 2021	0.86%	8.96%	—	5.86%	50
GQGIX	GQG Partners Emerging Markets Equity Fund Institut...	Emerging Markets Equities	—	0.98%	5.17%	—	2.02%	19
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	Jun 29, 2021	0.57%	10.61%	—	3.60%	36
GQJPX	GQG Partners International Quality Dividend Income...	Foreign Large Cap Equities	Jun 29, 2021	0.91%	6.30%	—	3.91%	31
GQLVX	Glenmede Quantitative U.S. Large Cap Value Equity ...	Large Cap Value Equities	Nov 13, 2017	0.85%	12.65%	—	7.14%	82
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	Global Equities	Mar 29, 2019	0.75%	6.43%	—	7.46%	13
GQRPX	GQG Partners Global Quality Equity Fund	Global Equities	Mar 28, 2019	0.97%	6.34%	—	7.15%	13
GQSCX	Glenmede Quantitative U.S. Small Cap Equity Portfo...	Small Cap Blend Equities	Nov 13, 2017	0.85%	17.77%	—	2.64%	83
GRHAX	Goehring & Rozencwajg Resources Fund Retail Class	Natural Resources	Dec 30, 2016	1.28%	10.39%	—	2.97%	63
GRHIX	Goehring & Rozencwajg Resources Fund	Energy Equities	Dec 29, 2016	0.92%	10.49%	—	3.07%	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.