Equity Mutual Funds List

Number of Funds: 3,627
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.57%
Avg. 1 Year Return: 25.74%
Median Risk/Return Score: 42 / 100

3540 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
AQRIX	AQR Multi-Asset Fund	Tactical Allocation	Sep 29, 2010	0.80%	10.13%	8.44%	3.50%	65
ARBNX	The Arbitrage Fund Class Institutional	Event Driven	Oct 17, 2003	1.49%	1.36%	3.50%	3.67%	97
ARDEX	AMG River Road Dividend All Cap Value Fund	Large Cap Value Equities	Jun 28, 2005	0.97%	11.24%	4.23%	4.63%	2
ARDGX	Archer Dividend Growth Fund	Large Cap Value Equities	Sep 1, 2016	1.22%	11.40%	—	2.47%	83
ARFFX	Ariel Focus Fund	Mid Cap Value Equities	Jun 30, 2005	1.00%	11.61%	10.51%	11.36%	86
ARGFX	Ariel Fund	Mid Cap Value Equities	Nov 6, 1986	1.00%	5.71%	9.76%	11.16%	34
ARHBX	Artisan International Explorer Fund	Foreign Small & Mid Cap Equities	May 15, 2022	1.35%	23.08%	—	6.05%	45
ARKVX	ARK Venture Fund	Technology Equities	Sep 23, 2022	2.90%	16.23%	—	0.00%	99
ARSKX	Archer Stock Fund	Large Cap Blend Equities	Mar 11, 2011	1.23%	10.12%	12.69%	12.20%	57
ARSMX	AMG River Road Small-Mid Cap Value Fund	Small Cap Value Equities	Mar 29, 2007	1.27%	0.42%	9.27%	0.00%	4
ARSTX	Nuveen Small Cap Select Fund	Small Cap Blend Equities	May 6, 1992	0.99%	11.45%	11.97%	2.27%	45
ARSVX	AMG River Road Small Cap Value Fund	Small Cap Value Equities	Jun 28, 2005	1.35%	0.07%	8.82%	0.00%	2
ARTGX	Artisan Global Value Fund	Global Equities	Dec 9, 2007	1.25%	8.59%	11.60%	4.22%	59
ARTHX	Artisan Global Equity Fund	Global Equities	Mar 28, 2010	1.28%	11.66%	14.02%	20.95%	58
ARTIX	Artisan International Fund	Foreign Large Cap Equities	Dec 27, 1995	1.19%	13.56%	9.75%	19.83%	43
ARTJX	Artisan International Small-Mid Fund	Foreign Small & Mid Cap Equities	Dec 20, 2001	1.28%	5.33%	6.70%	5.31%	13
ARTKX	Artisan International Value Fund	Foreign Large Cap Equities	Sep 23, 2002	1.25%	10.12%	10.63%	6.28%	37
ARTLX	Artisan Value Fund	Large Cap Value Equities	Mar 27, 2006	1.05%	5.34%	11.50%	13.15%	22
ARTMX	Artisan Mid Cap Fund	Mid Cap Growth Equities	Jun 27, 1997	1.18%	5.29%	11.37%	18.36%	18
ARTNX	Artisan Select Equity Fund	Large Cap Blend Equities	Feb 28, 2020	1.26%	10.65%	—	2.80%	69

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 FDCPX (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
FDCPX	Fidelity Select Tech Hardware Portfolio	98	—	Jul 1985
EFCNX	Emerald Insights Fund	98	—	Aug 2014
VARBX	Vivaldi Merger Arbitrage Fund Class I	98	—	Oct 2015
DEMAX	Nomura Emerging Markets Fund Class A	98	—	Jun 1996

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SMPIX (53.79%). Across the lineup, Equity Mutual funds show an average 1-year return of 25.74% and an average 5-year return of 8.85%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SMPIX	ProFunds Semiconductor UltraSector Fund	53.79%	—	Jun 2000
FSELX	Fidelity Select Semiconductors Portfolio	45.84%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	42.85%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	42.49%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	42.13%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FBLEX (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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (883.64%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.57%, 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	883.64%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
PIUIX	Federated Hermes International Equity Fd	177.43%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	169.45%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	162.39%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,987 Mutual funds Multi-Asset · 1,523 Mutual funds Alternatives · 133 Mutual funds Real Estate · 115 Mutual funds Commodity · 63 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.