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
ISCIX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	Feb 28, 1996	0.99%	10.22%	10.79%	6.76%	29
ISFIX	VY Columbia Contrarian Core Portfolio	Large Cap Blend Equities	Dec 10, 2001	0.73%	7.12%	19.20%	7.47%	53
ITHAX	Hartford Capital Appreciation Fund Class A	Large Cap Growth Equities	Jul 22, 1996	1.05%	7.00%	12.55%	6.60%	35
IUESX	JPMorgan International Focus Fund	Foreign Large Cap Equities	Nov 30, 2011	0.75%	12.12%	9.68%	4.06%	30
IVCSX	Voya Small Company Portfolio	Small Cap Blend Equities	Dec 27, 1996	0.90%	14.26%	9.23%	6.48%	43
IVFIX	Federated Hermes International Strategic Value Div...	Foreign Large Cap Equities	Jun 3, 2008	0.86%	8.23%	7.60%	3.51%	49
IVGSX	VY Invesco Growth and Income Portfolio	Large Cap Value Equities	Oct 4, 1993	0.86%	8.88%	11.49%	21.64%	64
IVGTX	VY Morgan Stanley Global Franchise Portfolio	Global Equities	Apr 30, 2002	1.20%	-10.27%	7.65%	47.70%	0
IVIAX	Delaware Ivy International Core Equity Fund	Foreign Large Cap Equities	May 13, 1997	1.04%	5.59%	7.95%	11.41%	10
IVINX	Delaware Ivy Global Growth Fund	Global Equities	Apr 29, 1986	1.28%	7.59%	11.78%	8.27%	22
IVKIX	VY Invesco Comstock Portfolio	Large Cap Value Equities	May 1, 2002	0.70%	11.32%	14.96%	11.34%	73
IVNQX	Invesco Nasdaq 100 Index Fund	Large Cap Growth Equities	Oct 13, 2020	0.29%	17.57%	—	1.11%	67
IVOIX	Delaware Ivy Mid Cap Income Opportunities Fund	Mid Cap Value Equities	Oct 1, 2014	0.83%	8.68%	10.29%	14.47%	18
IVSOX	Voya SmallCap Opportunities Portfolio	Small Cap Growth Equities	May 6, 1994	0.85%	19.23%	10.89%	1.97%	69
IWIRX	Guinness Atkinson Global Innovators Fund	Large Cap Growth Equities	Dec 15, 1998	1.24%	3.70%	13.61%	16.19%	16
IYSAX	Delaware Ivy Smid Cap Core Fund	Small Cap Blend Equities	Jan 31, 1997	1.14%	17.86%	10.70%	1.62%	65
JAAGX	Janus Henderson VIT Enterprise Portfolio	Mid Cap Growth Equities	Sep 13, 1993	0.71%	6.96%	13.00%	0.05%	16
JABVX	John Hancock Global Environmental Opportunities Fu...	Global Equities	Jul 20, 2021	0.96%	14.42%	—	6.35%	14
JACAX	Janus Henderson VIT Forty Portfolio	Large Cap Growth Equities	May 1, 1997	0.77%	2.07%	16.67%	0.00%	13
JACNX	Janus Henderson Contrarian Fund	Mid Cap Blend Equities	Feb 29, 2000	0.90%	20.17%	14.34%	9.24%	32

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.