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
GMGEX	GMO Global Equity Allocation Fund	Global Equities	Nov 25, 1996	0.01%	5.01%	10.21%	4.46%	94
GMLGX	GuideMark Large Cap Core Fund	Large Cap Blend Equities	Jun 29, 2001	0.89%	-3.54%	12.67%	19.16%	53
GMOIX	GMO International Equity Fund	Foreign Large Cap Equities	Mar 30, 1987	0.66%	6.95%	11.38%	5.25%	94
GMRAX	Nationwide Small Cap Index Fund	Small Cap Blend Equities	Dec 29, 1999	0.68%	2.69%	9.77%	2.43%	61
GMSMX	GuideMark Small/Mid Cap Core Fund	Small Cap Blend Equities	Jun 29, 2001	1.17%	1.81%	10.64%	6.79%	49
GMUEX	GMO U.S. Equity Fund	Large Cap Value Equities	Sep 18, 1985	0.47%	-1.03%	12.91%	11.81%	83
GMVIX	Goldman Sachs Small/Mid Cap Value Fund	Mid Cap Blend Equities	Jan 31, 2014	0.95%	5.02%	9.28%	5.51%	35
GMWEX	GuideMark World ex-US Fund	Foreign Large Cap Equities	Jun 29, 2001	1.15%	2.39%	8.53%	14.30%	82
GMXAX	Nationwide Mid Cap Market Index Fund	Mid Cap Blend Equities	Dec 29, 1999	0.68%	3.95%	8.98%	12.54%	53
GNXIX	AlphaCentric Robotics and Automation Fund	Global Equities	May 30, 2017	1.40%	-7.93%	—	1.29%	21
GOFIX	GMO Resources Fund	Energy Equities	Dec 27, 2011	0.72%	28.82%	14.56%	3.40%	97
GOGFX	Victory Sycamore Small Company Opportunity Fund	Small Cap Value Equities	Aug 16, 1983	1.42%	5.04%	9.46%	5.70%	37
GOGIX	John Hancock Funds International Growth Fund	Foreign Large Cap Equities	Jun 11, 2006	0.99%	-0.20%	9.10%	0.08%	55
GOIGX	John Hancock International Growth Fund Class A	International Equity	Jun 12, 2006	1.30%	-0.60%	8.74%	0.00%	48
GOIIX	Goldman Sachs Growth and Income Strategy Portfolio	Tactical Allocation	Jan 1, 1998	0.19%	-0.58%	8.07%	8.63%	69
GONIX	Gotham Neutral Fund Institutional Class	Equity Market Neutral	Aug 30, 2013	1.51%	-0.67%	4.10%	0.14%	32
GOODX	GoodHaven Fund	Mid Cap Value Equities	Apr 8, 2011	1.10%	-6.16%	9.94%	3.20%	11
GOPIX	abrdn China A Share Equity Fund	China Equities	Jun 28, 2004	0.99%	—	—	1.46%	—
GPAFX	Victory RS Large Cap Alpha Fund	Large Cap Value Equities	Jun 1, 1972	0.89%	1.88%	11.35%	10.99%	71
GPGCX	Grandeur Peak Global Contrarian Fund	Global Equities	Sep 16, 2019	1.35%	-3.30%	—	16.19%	49

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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