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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
Glenmede Quantitative U.S. Small Cap Equity Portfo...Small Cap Blend EquitiesNov 13, 20170.85%
4.28%
2.83%
63
Goehring & Rozencwajg Resources Fund Retail ClassCommodity Producers EquitiesDec 30, 20161.28%
21.45%
2.70%
96
Goehring & Rozencwajg Resources FundEnergy EquitiesDec 29, 20160.92%
21.49%
2.79%
97
Nationwide S&P 500 Index FundS&P 500Nov 2, 19980.44%
-3.11%
13.97%
5.28%
68
Grizzly Short FundInverse Equities, LeveragedJun 18, 20001.61%
4.90%
-0.97%
4.94%
1
Goldman Sachs China Equity FundChina EquitiesJul 7, 19941.47%
-4.46%
4.78%
1.40%
28
Goldman Sachs Small Cap Growth FundSmall Cap Growth EquitiesOct 31, 20191.03%
3.38%
0.00%
43
Goldman Sachs International Equity Income Fund Cla...Foreign Large Cap Equities, DividendJun 25, 20071.40%
4.80%
10.25%
3.57%
79
Goldman Sachs Large Cap Core FundLarge Cap Blend EquitiesApr 20, 19901.04%
-3.75%
15.42%
12.59%
47
GuideStone Funds Small Cap Equity FundSmall Cap Blend EquitiesAug 27, 20010.91%
1.29%
9.46%
11.16%
41
Columbia Dividend Income FundLarge Cap Value EquitiesMar 4, 19980.66%
3.99%
12.30%
5.19%
89
Goldman Sachs Equity Income FundLarge Cap Value EquitiesFeb 5, 19931.20%
4.23%
11.04%
9.65%
60
Goldman Sachs International Equity ESG Fund Class ...Foreign Large Cap Equities, ESGDec 1, 19921.35%
-1.31%
8.82%
2.21%
37
Goldman Sachs GQG Partners International Opportuni...Foreign Large Cap EquitiesDec 15, 20161.12%
5.61%
4.55%
71
Goldman Sachs International Equity Income FundForeign Large Cap EquitiesJun 24, 20070.85%
4.86%
10.62%
3.74%
79
Goldman Sachs GQG Partners International Opportuni...Foreign Large Cap EquitiesDec 15, 20160.76%
5.70%
4.84%
76
Goldman Sachs GQG Partners International Opportuni...Foreign Large Cap EquitiesDec 14, 20160.89%
5.67%
4.76%
75
Goldman Sachs Small Cap Growth Insights FundSmall Cap Growth EquitiesJun 25, 20070.84%
1.37%
2.43%
4.86%
49
Goldman Sachs Small Cap Value Insights FundSmall Cap Value EquitiesJun 25, 20070.84%
7.55%
12.73%
4.50%
75
Goldman Sachs GQG Partners International Opportuni...International EquityDec 15, 20160.75%
5.70%
4.87%
65

Rows per page

1501–1520 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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