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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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
American Funds The Investment Company of America F...Large Cap Growth EquitiesJan 1, 19340.37%
-3.34%
13.32%
11.20%
58
ICON Natural Resources and Infrastructure FundEnergy EquitiesMay 4, 19971.31%
16.48%
13.26%
8.59%
89
Dynamic International Opportunity FundForeign Large Cap EquitiesDec 30, 20111.62%
3.72%
7.19%
3.94%
68
MainStay Epoch International Choice FundForeign Large Cap EquitiesDec 31, 19970.95%
4.01%
7.50%
1.94%
69
ICON Consumer Select FundFinancials EquitiesJul 1, 19971.32%
-6.93%
10.64%
12.09%
16
Guinness Atkinson China And Hong Kong FundChina EquitiesJun 29, 19941.71%
-3.14%
4.01%
1.09%
38
VY Columbia Small Cap Value II PortfolioSmall Cap Value EquitiesApr 28, 20060.92%
6.71%
10.03%
26.19%
39
Lazard International Quality Growth PortfolioForeign Large Cap EquitiesDec 30, 20180.85%
-8.55%
4.76%
7
Integrity Mid-North American Resources FundEnergy EquitiesApr 4, 19991.50%
29.32%
8.28%
0.38%
94
Invesco Comstock Fund Class R6Large Cap Value EquitiesSep 24, 20120.44%
1.67%
18.42%
9.08%
53
Dynamic U.S. Opportunity FundTactical AllocationDec 29, 20111.24%
-1.58%
10.37%
19.44%
60
ICON Health and Information Technology FundTechnology EquitiesFeb 18, 19971.26%
3.70%
14.83%
20.01%
74
Voya Infrastructure, Industrials and Materials Fun...Industrials EquitiesJan 26, 20100.01%
7.89%
11.57%
10.02%
93
Integrity Dividend Harvest FundLarge Cap Value EquitiesMay 1, 20120.95%
6.68%
10.98%
6.93%
93
ProFunds Industrial Ultra Sector FundLeveraged Equities, LeveragedJan 29, 20041.75%
7.86%
14.40%
1.63%
65
Vanguard Global Stock Index Fund Institutional Plu...Global EquitiesDec 10, 20020.11%
-0.53%
11.91%
0.00%
70
Voya Large Cap Value FundLarge Cap Value EquitiesDec 18, 20071.10%
-2.78%
11.65%
7.96%
22
Invesco EQV International Small Company FundForeign Small & Mid Cap EquitiesAug 30, 20001.49%
-0.57%
7.91%
14.03%
50
Voya Large Cap Growth PortfolioLarge Cap Growth EquitiesMay 3, 20040.92%
-9.02%
13.91%
13.38%
23
Sit ESG Growth FundGlobal EquitiesJun 30, 20161.00%
-3.58%
1.23%
57

Rows per page

1701–1720 of 3625

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.

0%Annualized Volatility0%Annualized Return

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