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
INDAX	ALPS/Kotak India ESG Fund	Asia Pacific Equities	Feb 13, 2011	1.33%	-12.95%	7.11%	6.46%	1
INDEX	Index Funds S&P 500 Equal Weight	Large Cap Blend Equities	Mar 9, 2017	0.25%	8.96%	13.04%	0.95%	65
INDZX	Columbia Large Cap Value Fund	Large Cap Value Equities	Oct 15, 1990	0.97%	14.32%	13.13%	6.40%	90
INGIX	Voya U.S. Stock Index Portfolio	Large Cap Blend Equities	May 3, 2004	0.27%	9.02%	15.06%	9.78%	48
INPIX	ProFunds Internet UltraSector Fund	Leveraged Equities	Jun 18, 2000	1.48%	-4.86%	21.97%	0.00%	3
INSAX	Catalyst Insider Buying Fund	Large Cap Growth Equities	Jul 29, 2011	1.53%	15.20%	7.83%	0.00%	13
INUTX	Columbia Dividend Opportunity Fund	Large Cap Value Equities	Aug 1, 1988	1.06%	15.09%	10.83%	7.04%	85
IOLZX	ICON Equity Fund	Large Cap Growth Equities	Oct 17, 2002	1.04%	29.32%	15.02%	8.27%	82
IPFPX	Poplar Forest Partners Fund	Large Cap Value Equities	Dec 31, 2009	0.95%	20.21%	11.22%	7.88%	92
IPLIX	Voya Index Plus LargeCap Portfolio	Large Cap Blend Equities	Sep 16, 1996	0.55%	9.14%	14.70%	11.85%	65
IPMIX	Voya Index Plus MidCap Portfolio	Mid Cap Blend Equities	Dec 16, 1997	0.60%	15.18%	10.75%	6.55%	39
IPSHX	Pinnacle Sherman Multi-Strategy Core Fund	Tactical Allocation	Sep 30, 2015	1.24%	12.77%	7.61%	2.94%	74
IPSIX	Voya Index Plus SmallCap Portfolio	Small Cap Blend Equities	Dec 19, 1997	0.60%	21.01%	10.60%	9.03%	86
IRCZX	AB International Small Cap Portfolio	Foreign Small & Mid Cap Equities	Dec 20, 2015	1.07%	12.77%	9.16%	13.69%	41
IRGJX	Voya Russell Mid Cap Growth Index Portfolio	Mid Cap Growth Equities	May 1, 2009	0.40%	2.80%	12.22%	13.63%	6
IRLNX	Voya Russell Large Cap Growth Index Portfolio	Large Cap Growth Equities	May 1, 2009	0.43%	3.57%	18.85%	19.94%	25
IRVIX	Voya Russell Large Cap Value Index Portfolio	Large Cap Value Equities	May 1, 2009	0.35%	15.22%	11.76%	3.82%	92
IRVSX	Voya Russell Large Cap Value Index Portfolio Class...	Large Cap Value Equities	—	0.59%	15.00%	11.48%	3.59%	93
ISCAX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	Feb 27, 1996	1.24%	10.12%	10.56%	6.76%	34
ISCGX	Transamerica Small Cap Growth	Small Cap Growth Equities	Aug 31, 2012	1.06%	9.45%	8.83%	14.13%	10

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.