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
GSLIX	Goldman Sachs Large Cap Value Fund	Large Cap Value Equities	Dec 15, 1999	0.73%	2.32%	11.52%	14.15%	46
GSMCX	Goldman Sachs Mid Cap Value Fund	Mid Cap Blend Equities	Aug 1, 1995	0.84%	3.57%	11.34%	14.14%	43
GSMYX	Goldman Sachs Small/Mid Cap Growth Fund	Mid Cap Growth Equities	Jun 30, 2005	0.89%	1.47%	10.78%	15.53%	30
GSPAX	Goldman Sachs U.S. Equity Dividend and Premium Fun...	Dividend	Aug 31, 2010	1.01%	-2.31%	11.60%	6.42%	49
GSPCX	Goldman Sachs Large Cap Equity Fund Class C	Large Cap Blend Equities	Aug 15, 1997	1.75%	-4.01%	17.00%	36.62%	39
GSPFX	Gotham Enhanced S&P 500 Index Fund	Large Cap Blend Equities	Dec 30, 2016	0.50%	-2.01%	—	9.87%	51
GSPKX	Goldman Sachs U.S. Equity Dividend and Premium Fun...	Large Cap Blend Equities	Aug 31, 2005	0.71%	-2.25%	11.97%	6.76%	59
GSRAX	Goldman Sachs Rising Dividend Growth Fund	Large Cap Blend Equities, Dividend	Mar 23, 2004	1.03%	1.76%	11.94%	12.43%	32
GSSMX	Goldman Sachs Small Cap Value Fund	Small Cap Blend Equities	Oct 22, 1992	1.28%	5.80%	11.08%	21.24%	49
GSSQX	Goldman Sachs U.S. Equity Insights Fund	Large Cap Blend Equities	May 24, 1991	0.92%	-4.57%	14.92%	13.16%	47
GSXIX	abrdn U.S. Small Cap Equity Fund	Small Cap Growth Equities	Nov 2, 1998	1.11%	3.79%	13.21%	0.00%	42
GTAIX	Donoghue Forlines Tactical Allocation Fund	Tactical Allocation	Apr 5, 2018	1.20%	4.37%	—	5.29%	91
GTAPX	Quantitative U.S. Long/Short Equity Portfolio	Long-Short	Sep 28, 2006	1.25%	3.25%	5.46%	16.06%	85
GTCEX	Glenmede Strategic Equity Portfolio	Large Cap Blend Equities	Jul 20, 1989	0.85%	-6.34%	11.69%	26.62%	28
GTCIX	Glenmede Quantitative International Equity Portfol...	Foreign Large Cap Equities	Nov 16, 1988	1.00%	5.48%	9.11%	4.44%	92
GTCSX	Glenmede Small Cap Equity Portfolio	Small Cap Blend Equities	Mar 1, 1991	0.92%	-0.69%	8.72%	8.32%	14
GTLLX	Glenmede Quantitative U.S. Large Cap Growth Equity...	Large Cap Growth Equities	Feb 27, 2004	0.85%	-1.97%	14.26%	15.64%	48
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	Large Cap Blend Equities	Feb 27, 2004	0.85%	2.09%	10.88%	17.54%	53
GTMIX	GMO Tax-Managed International Equities Fund	Foreign Large Cap Equities	Jul 28, 1998	0.68%	9.33%	10.01%	20.52%	97
GTRFX	Gotham Total Return Fund	Long-Short	Mar 30, 2015	0.00%	0.38%	8.40%	9.50%	52

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.

Loading graphics...

Time Period