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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
Grandeur Peak Global Opportunities FundGlobal EquitiesOct 16, 20111.54%
-4.96%
6.82%
5.34%
23
GuidePath Flexible Income Allocation FundTactical AllocationAug 30, 20120.50%
0.58%
2.73%
4.64%
51
GuidepathGrowth and Income FundLarge Cap Value EquitiesApr 30, 20180.85%
4.74%
14.19%
69
Grandeur Peak International Opportunities FundForeign Small & Mid Cap EquitiesOct 16, 20111.55%
-6.38%
4.70%
3.79%
19
Grandeur Peak Global Micro Cap FundForeign Small & Mid Cap EquitiesOct 19, 20151.85%
-7.79%
8.06%
3.61%
17
Grandeur Peak Global Reach FundGlobal EquitiesJun 18, 20131.49%
-5.15%
7.90%
20.76%
20
Victory RS Small Cap Equity FundSmall Cap Growth EquitiesMay 1, 19971.25%0.00%
GuidePath Growth Allocation FundGlobal EquitiesApr 28, 20110.64%
-1.83%
10.87%
4.84%
67
GuidePath Tactical Allocation FundTactical AllocationApr 28, 20110.79%
-2.65%
8.35%
8.60%
23
GMO Quality Fund Class IVLarge Cap Blend EquitiesFeb 6, 20040.47%
-5.55%
11.81%
32
GQG Partners US Select Quality Equity FundLarge Cap Blend EquitiesSep 28, 20180.49%
8.96%
6.77%
23
GQG Partners US Select Quality Equity Fund Investo...Large Cap Growth EquitiesSep 28, 20180.59%
8.89%
6.41%
23
GMO Quality FundLarge Cap Blend EquitiesFeb 6, 20040.49%
-5.57%
15.10%
11.82%
38
GQG Partners Global Quality Dividend Income FundGlobal EquitiesJun 29, 20210.86%
10.00%
4.84%
74
GQG Partners Emerging Markets Equity Fund Institut...Emerging Markets Equities0.98%
3.93%
2.05%
47
GQG Partners US Quality Dividend Income FundLarge Cap Value EquitiesJun 29, 20210.57%
11.19%
2.68%
41
GQG Partners International Quality Dividend Income...Foreign Large Cap EquitiesJun 29, 20210.91%
5.63%
3.05%
73
Glenmede Quantitative U.S. Large Cap Value Equity ...Large Cap Value EquitiesNov 13, 20170.85%
3.99%
7.31%
50
GQG Partners Global Quality Equity Fund Institutio...Global EquitiesMar 29, 20190.75%
7.81%
7.37%
39
GQG Partners Global Quality Equity FundGlobal EquitiesMar 28, 20190.97%
7.72%
7.05%
38

Rows per page

1481–1500 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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