Equity Mutual Funds List

Number of Funds: 3,617
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.62%
Avg. 1 Year Return: 24.66%
Median Risk/Return Score: 41 / 100

3533 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
HWMIX	Hotchkis & Wiley Mid-Cap Value Fund	Mid Cap Value Equities	Jan 2, 1997	1.01%	16.34%	10.41%	1.20%	63
HWNIX	Hotchkis & Wiley International Value Fund	Foreign Large Cap Equities	Dec 30, 2015	0.95%	13.00%	11.55%	14.96%	49
HWSAX	Hotchkis & Wiley Small Cap Value Fund Class A	Small Cap Value Equities	Jun 10, 2000	1.21%	18.39%	11.05%	0.59%	40
HWSIX	Hotchkis & Wiley Small Cap Value Fund	Small Cap Value Equities	Sep 20, 1985	1.06%	18.51%	11.29%	0.85%	41
HWTIX	Hotchkis & Wiley International Small Cap Diversifi...	Foreign Small & Mid Cap Equities	Jun 29, 2020	0.99%	9.68%	—	4.27%	43
HWVIX	Hotchkis & Wiley Small Cap Diversified Value Fund	Small Cap Value Equities	Jun 30, 2014	0.80%	18.47%	11.24%	0.96%	56
IACIX	VY American Century Small-Mid Cap Value Portfolio	Mid Cap Value Equities	May 1, 2002	0.85%	12.79%	9.83%	8.29%	44
IALAX	Transamerica Capital Growth Fund	Large Cap Growth Equities	Mar 1, 1999	1.01%	-7.42%	14.09%	0.00%	3
IASMX	Guinness Atkinson Asia Focus Fund	Asia Pacific Equities	Apr 28, 1996	1.98%	15.15%	8.98%	6.01%	55
IAXIX	VY T. Rowe Price Diversified Mid Cap Growth Portfo...	Mid Cap Growth Equities	Dec 10, 2001	0.78%	4.09%	13.15%	14.24%	7
IBGIX	VY Baron Growth Portfolio	Mid Cap Growth Equities	May 1, 2002	0.99%	-13.27%	14.91%	78.60%	0
ICAFX	American Funds The Investment Company of America F...	Large Cap Growth Equities	Jan 1, 1934	0.37%	8.20%	14.35%	8.88%	43
ICBMX	ICON Natural Resources and Infrastructure Fund	Energy Equities	May 4, 1997	1.31%	21.29%	13.25%	8.25%	77
ICCIX	Dynamic International Opportunity Fund	Foreign Large Cap Equities	Dec 30, 2011	1.62%	13.91%	8.25%	3.59%	48
ICEUX	MainStay Epoch International Choice Fund	Foreign Large Cap Equities	Dec 31, 1997	0.95%	12.68%	8.56%	1.79%	46
ICFSX	ICON Consumer Select Fund	Financials Equities	Jul 1, 1997	1.32%	-2.06%	11.04%	11.48%	6
ICHKX	Guinness Atkinson China And Hong Kong Fund	China Equities	Jun 29, 1994	1.71%	-4.61%	3.98%	1.11%	10
ICISX	VY Columbia Small Cap Value II Portfolio	Small Cap Value Equities	Apr 28, 2006	0.92%	21.98%	11.14%	22.91%	88
ICMPX	Lazard International Quality Growth Portfolio	Foreign Large Cap Equities	Dec 30, 2018	0.85%	-3.28%	—	4.50%	2
ICPAX	Integrity Mid-North American Resources Fund	Energy Equities	Apr 4, 1999	1.50%	27.58%	7.24%	0.38%	84

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 charts...

Time Period

Best Equity Mutual funds by Risk/Return Score

The top Equity Mutual funds by PortfoliosLab Risk/Return Score are ARKVX (99) and VARBX (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
VARBX	Vivaldi Merger Arbitrage Fund Class I	98	—	Oct 2015
FDCPX	Fidelity Select Tech Hardware Portfolio	98	—	Jul 1985
MERIX	The Merger Fund Class I	98	—	Aug 2013
ARBNX	The Arbitrage Fund Class Institutional	97	—	Oct 2003

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (48.39%). Across the lineup, Equity Mutual funds show an average 1-year return of 24.66% and an average 5-year return of 8.50%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	48.39%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	44.56%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	41.59%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	41.23%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	40.88%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FIGSX (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
FIGSX	Fidelity Series International Growth Fund	0.01%	—	Dec 2009
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (909.74%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.62%, 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	909.74%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
PIUIX	Federated Hermes International Equity Fd	178.31%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	164.99%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	159.08%	—	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.