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
GTSAX	Invesco Small Cap Growth Fund	Small Cap Growth Equities	Oct 18, 1995	1.14%	3.33%	9.52%	10.11%	35
GTSGX	Madison Mid Cap Fund	Mid Cap Blend Equities	Jul 21, 1983	0.95%	-3.48%	10.45%	3.49%	10
GTTIX	Gabelli Global Content & Connectivity Fund Class I	Technology Equities	Nov 1, 1993	0.90%	0.43%	6.53%	17.86%	68
GTTMX	Glenmede Quantitative U.S. Total Market Equity Por...	Mid Cap Value Equities	Dec 21, 2006	1.83%	2.98%	11.58%	18.30%	55
GTTTX	Goldman Sachs Small Cap Value Insights Fund Invest...	Small Cap Value Equities	Nov 30, 2007	0.95%	7.54%	13.89%	7.80%	67
GUBGX	Victory RS International Fund	Foreign Large Cap Equities	Feb 16, 1993	1.13%	1.81%	9.17%	3.28%	55
GUT	The Gabelli Utility Trust	Utilities Equities	Feb 25, 1999	0.01%	2.84%	9.67%	9.92%	71
GVALX	Gotham Large Value Fund	Large Cap Value Equities	Dec 31, 2015	1.05%	3.77%	—	11.38%	62
GVEQX	Government Street Equity Fund	Large Cap Growth Equities	Jun 18, 1991	0.85%	-1.67%	14.63%	2.89%	67
GVEYX	GuideStone Funds Value Equity Fund	Large Cap Value Equities	Aug 27, 2001	0.64%	0.05%	9.62%	15.47%	49
GVMCX	Government Street Mid Cap Fund	Mid Cap Blend Equities	Nov 17, 2003	1.03%	2.39%	13.00%	3.71%	62
GWETX	AMG GW&K Small Cap Core Fund	Small Cap Blend Equities	Dec 10, 1996	1.30%	1.53%	9.44%	0.00%	12
GWGIX	AMG GW&K Small/Mid Cap Fund	Mid Cap Growth Equities	Jun 30, 2015	0.87%	4.62%	10.44%	0.00%	28
GWILX	Glenmede Women in Leadership U.S. Equity Portfolio	Large Cap Value Equities	Dec 22, 2015	0.85%	-5.75%	2.84%	0.63%	0
GWOAX	GMO Global Developed Equity Allocation Fund	Global Equities	Jun 15, 2005	0.01%	4.33%	11.30%	4.28%	92
GWPCX	American Funds Growth Portfolio Class C	Large Cap Growth Equities	May 18, 2012	1.49%	-4.35%	11.28%	5.89%	59
GWPFX	American Funds Global Growth Fund Class R-6	Global Equities	May 18, 2009	0.47%	-4.18%	12.06%	6.00%	52
GWSAX	Gabelli Focused Growth and Income Fund	Mid Cap Blend Equities	Dec 31, 2002	1.25%	4.69%	6.07%	4.98%	21
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	Jun 30, 2000	0.97%	-6.08%	13.69%	2.45%	13
HACAX	Harbor Capital Appreciation Fund Class I	Large Cap Growth Equities	Dec 29, 1987	0.71%	-9.42%	17.13%	12.42%	29

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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