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
ICSFX	Invesco Comstock Fund Class R6	Large Cap Value Equities	Sep 24, 2012	0.44%	11.46%	19.30%	8.29%	73
ICSIX	Dynamic U.S. Opportunity Fund	Tactical Allocation	Dec 29, 2011	1.24%	5.82%	11.11%	18.08%	46
ICTEX	ICON Health and Information Technology Fund	Technology Equities	Feb 18, 1997	1.26%	28.64%	17.25%	16.13%	82
IDIVX	Integrity Dividend Harvest Fund	Large Cap Value Equities	May 1, 2012	0.95%	16.27%	11.65%	6.33%	94
IDPIX	ProFunds Industrial Ultra Sector Fund	Leveraged Equities	Jan 29, 2004	1.75%	18.29%	14.95%	1.49%	27
IEDAX	Voya Large Cap Value Fund	Large Cap Value Equities	Dec 18, 2007	1.10%	10.07%	12.71%	7.25%	43
IEGAX	Invesco EQV International Small Company Fund	Foreign Small & Mid Cap Equities	Aug 30, 2000	1.49%	9.40%	8.97%	12.75%	14
IEOSX	Voya Large Cap Growth Portfolio	Large Cap Growth Equities	May 3, 2004	0.92%	6.11%	15.65%	11.47%	20
IESGX	Sit ESG Growth Fund	Global Equities	Jun 30, 2016	1.00%	4.95%	—	1.13%	33
IEVAX	Columbia Global Value Fund	Global Equities	Mar 19, 1995	1.13%	8.21%	10.64%	9.90%	61
IEYYX	Delaware Ivy Energy Fund	Energy Equities	Apr 2, 2006	1.28%	18.60%	1.47%	0.73%	93
IFPUX	Independent Franchise Part Equity Fund	Large Cap Blend Equities	Dec 20, 2011	0.68%	-6.64%	12.94%	10.51%	8
IFTIX	Voya International High Dividend Low Volatility Po...	Foreign Large Cap Equities	Jan 2, 2006	0.72%	7.99%	9.38%	42.87%	44
IGAAX	American Funds International Growth and Income Fun...	Foreign Large Cap Equities	Oct 1, 2008	0.91%	12.25%	9.98%	7.34%	54
IGFFX	American Funds International Growth and Income Fun...	Global Equities	Oct 1, 2008	0.65%	12.38%	10.26%	7.56%	55
IGHAX	Voya Global High Dividend Low Volatility Portfolio	Global Equities	Jan 27, 2008	1.10%	6.60%	9.25%	9.31%	37
IGIAX	Integrity ESG Growth & Income Fund	Large Cap Blend Equities	Jan 3, 1995	1.24%	25.26%	15.56%	2.89%	89
IGIFX	American Funds International Growth and Income Fun...	Foreign Large Cap Equities	Mar 15, 2001	0.93%	12.21%	9.96%	7.31%	54
IGLGX	Columbia Select Global Equity Fund	Global Equities	May 28, 1990	1.25%	14.86%	14.33%	8.07%	36
IGMIX	VY Invesco Oppenheimer Global Portfolio	Global Equities	Apr 30, 2002	0.80%	7.72%	12.54%	24.40%	45

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 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
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009

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.