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
GTTMX	Glenmede Quantitative U.S. Total Market Equity Por...	Mid Cap Value Equities	Dec 21, 2006	1.83%	12.24%	12.38%	16.79%	65
GTTTX	Goldman Sachs Small Cap Value Insights Fund Invest...	Small Cap Value Equities	Nov 30, 2007	0.95%	20.04%	14.56%	6.99%	83
GUBGX	Victory RS International Fund	Foreign Large Cap Equities	Feb 16, 1993	1.13%	6.81%	9.70%	3.13%	18
GVALX	Gotham Large Value Fund	Large Cap Value Equities	Dec 31, 2015	1.05%	10.74%	—	10.67%	63
GVEQX	Government Street Equity Fund	Large Cap Growth Equities	Jun 18, 1991	0.85%	7.65%	15.59%	2.64%	48
GVEYX	GuideStone Funds Value Equity Fund	Large Cap Value Equities	Aug 27, 2001	0.64%	9.42%	10.38%	14.14%	66
GVMCX	Government Street Mid Cap Fund	Mid Cap Blend Equities	Nov 17, 2003	1.03%	12.58%	13.75%	3.38%	56
GWETX	AMG GW&K Small Cap Core Fund	Small Cap Blend Equities	Dec 10, 1996	1.30%	12.76%	9.96%	0.00%	15
GWGIX	AMG GW&K Small/Mid Cap Fund	Mid Cap Growth Equities	Jun 30, 2015	0.87%	15.74%	11.11%	0.00%	40
GWILX	Glenmede Women in Leadership U.S. Equity Portfolio	Large Cap Value Equities	Dec 22, 2015	0.85%	0.46%	10.45%	93.39%	7
GWOAX	GMO Global Developed Equity Allocation Fund	Global Equities	Jun 15, 2005	0.01%	14.99%	12.31%	3.88%	89
GWPCX	American Funds Growth Portfolio Class C	Large Cap Growth Equities	May 18, 2012	1.49%	7.97%	12.47%	5.22%	39
GWSAX	Gabelli Focused Growth and Income Fund	Mid Cap Blend Equities	Dec 31, 2002	1.25%	6.39%	6.05%	4.94%	23
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	Jun 30, 2000	0.97%	3.62%	14.50%	2.22%	11
HACAX	Harbor Capital Appreciation Fund Class I	Large Cap Growth Equities	Dec 29, 1987	0.71%	3.70%	18.79%	10.85%	14
HAGAX	Carillon Eagle Mid Cap Growth Fund	Mid Cap Growth Equities	Aug 20, 1998	1.03%	7.14%	11.83%	12.93%	9
HAINX	Harbor International Fund	Foreign Large Cap Equities	Dec 29, 1987	0.77%	5.32%	7.81%	3.39%	19
HAMVX	Harbor Mid Cap Value Fund	Mid Cap Value Equities	Mar 1, 2002	0.85%	18.36%	10.88%	7.33%	91
HAONX	Harbor Overseas Fund	Foreign Large Cap Equities	Mar 1, 2019	1.21%	14.18%	—	2.13%	57
HAOYX	The Hartford International Opportunities Fund	Foreign Large Cap Equities	Jul 22, 1996	0.77%	10.47%	9.65%	7.17%	38

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
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019
FHLFX	Fidelity Series International Index Fund	0.01%	—	Aug 2018

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.