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
AQGRX	AQR Global Equity Fund Class R6	Global Equities	Jan 8, 2014	0.72%	-2.19%	12.23%	13.42%	54
AQLGX	Alta Quality Growth Fund	Large Cap Growth Equities	Dec 19, 2018	1.18%	—	—	85.67%	—
AQRIX	AQR Multi-Asset Fund	Tactical Allocation	Sep 29, 2010	0.80%	2.76%	8.08%	3.75%	61
ARBNX	The Arbitrage Fund Class Institutional	Event Driven	Oct 17, 2003	1.49%	0.78%	3.48%	3.69%	97
ARDEX	AMG River Road Dividend All Cap Value Fund	Large Cap Value Equities	Jun 28, 2005	0.97%	2.39%	3.54%	3.81%	1
ARDGX	Archer Dividend Growth Fund	Large Cap Value Equities	Sep 1, 2016	1.22%	7.33%	—	2.37%	62
ARFFX	Ariel Focus Fund	Mid Cap Value Equities	Jun 30, 2005	1.00%	7.41%	10.72%	11.81%	85
ARGFX	Ariel Fund	Mid Cap Value Equities	Nov 6, 1986	1.00%	-1.30%	9.37%	11.96%	37
ARHBX	Artisan International Explorer Fund	Foreign Small & Mid Cap Equities	May 15, 2022	1.35%	4.75%	—	7.10%	52
ARKVX	ARK Venture Fund	Technology Equities	Sep 23, 2022	2.90%	5.48%	—	0.00%	99
ARSKX	Archer Stock Fund	Large Cap Blend Equities	Mar 11, 2011	1.23%	-3.03%	11.34%	13.73%	42
ARSMX	AMG River Road Small-Mid Cap Value Fund	Small Cap Value Equities	Mar 29, 2007	1.27%	-1.47%	9.51%	0.00%	4
ARSTX	Nuveen Small Cap Select Fund	Small Cap Blend Equities	May 6, 1992	0.99%	-0.62%	11.51%	2.55%	32
ARSVX	AMG River Road Small Cap Value Fund	Small Cap Value Equities	Jun 28, 2005	1.35%	-3.00%	8.91%	0.00%	1
ARTGX	Artisan Global Value Fund	Global Equities	Dec 9, 2007	1.25%	-1.49%	10.83%	4.65%	74
ARTHX	Artisan Global Equity Fund	Global Equities	Mar 28, 2010	1.28%	4.78%	13.91%	22.32%	96
ARTIX	Artisan International Fund	Foreign Large Cap Equities	Dec 27, 1995	1.19%	8.61%	9.60%	20.74%	93
ARTJX	Artisan International Small-Mid Fund	Foreign Small & Mid Cap Equities	Dec 20, 2001	1.28%	-0.99%	6.51%	5.65%	53
ARTKX	Artisan International Value Fund	Foreign Large Cap Equities	Sep 23, 2002	1.25%	0.65%	9.98%	6.87%	52
ARTLX	Artisan Value Fund	Large Cap Value Equities	Mar 27, 2006	1.05%	-3.47%	11.33%	14.35%	15

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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