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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
Columbia Global Value FundGlobal EquitiesMar 19, 19951.13%
0.40%
9.81%
10.67%
81
Delaware Ivy Energy FundEnergy EquitiesApr 2, 20061.28%
15.43%
2.42%
0.75%
96
The India FundEmerging Markets EquitiesFeb 25, 19940.01%
-13.06%
7.35%
19.05%
1
Independent Franchise Part Equity FundLarge Cap Blend EquitiesDec 20, 20110.68%
-6.64%
12.99%
10.51%
25
Voya International High Dividend Low Volatility Po...Foreign Large Cap EquitiesJan 2, 20060.72%
5.59%
8.92%
43.84%
93
American Funds International Growth and Income Fun...Foreign Large Cap EquitiesOct 1, 20080.91%
7.14%
9.39%
7.69%
89
Voya Global Equity Dividend and Premium Opportunit...Global Equity IncomeMar 28, 20050.02%
3.52%
8.96%
11.27%
64
American Funds International Growth and Income Fun...Global EquitiesOct 1, 20080.65%
2.81%
9.20%
8.27%
83
Voya Global High Dividend Low Volatility PortfolioGlobal EquitiesJan 27, 20081.10%
2.00%
8.72%
13.19%
48
Integrity ESG Growth & Income FundLarge Cap Blend EquitiesJan 3, 19951.24%
6.14%
13.92%
3.41%
79
American Funds International Growth and Income Fun...Foreign Large Cap EquitiesMar 15, 20010.93%
2.70%
8.90%
7.98%
83
Columbia Select Global Equity FundGlobal EquitiesMay 28, 19901.25%
-0.65%
12.75%
9.33%
45
VY Invesco Oppenheimer Global PortfolioGlobal EquitiesApr 30, 20020.80%
-3.37%
11.19%
27.20%
44
Delaware Ivy Natural Resources FundEnergy EquitiesJan 1, 19971.82%
19.27%
8.39%
0.00%
97
Voya Emerging Markets High Dividend Equity FundEmerging Markets DiversifiedApr 26, 20110.01%
14.20%
10.95%
10.23%
95
Hartford Dividend and Growth Fund Class ADividendJul 22, 19960.96%
-1.50%
12.13%
12.79%
50
Asset Management Fund Large Cap Equity FundLarge Cap Blend EquitiesJun 30, 19531.71%
0.51%
10.74%
11.19%
51
Morgan Stanley India Investment FundEmerging Markets EquitiesFeb 25, 19940.01%
-12.53%
9.14%
9.09%
3
Voya Multi-Manager International Equity FundForeign Large Cap EquitiesJan 6, 20110.95%
0.95%
7.00%
12.43%
60
Voya International Index PortfolioForeign Large Cap EquitiesMar 10, 20080.45%
2.33%
8.59%
2.17%
65

Rows per page

1721–1740 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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