Equity Mutual Funds List

Number of Funds: 3,616
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.58%
Avg. 1 Year Return: 24.66%
Median Risk/Return Score: 41 / 100

3532 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
JAENX	Janus Henderson Enterprise Fund Class T	Mid Cap Growth Equities	Sep 1, 1992	0.91%	6.76%	12.71%	7.05%	15
JAGIX	Janus Henderson Growth and Income Fund Class T	Large Cap Growth Equities	May 15, 1991	0.87%	9.00%	13.89%	13.76%	48
JAGLX	Janus Henderson Global Life Sciences Fund Class T	Health & Biotech Equities	Dec 31, 1998	0.92%	1.62%	11.75%	4.45%	57
JAGRX	Janus Henderson VIT Research Portfolio	Large Cap Growth Equities	Sep 13, 1993	0.60%	4.39%	16.59%	0.00%	17
JAGTX	Janus Global Technology and Innovation Fund	Technology Equities	Dec 31, 1998	0.91%	27.71%	25.23%	10.72%	63
JAIGX	Janus Henderson VIT Overseas Portfolio	Foreign Large Cap Equities	May 2, 1994	0.87%	13.88%	12.48%	0.47%	57
JAKVX	John Hancock Disciplined Value Global Long/Short F...	Long-Short	Apr 11, 2014	1.54%	12.31%	—	7.55%	93
JAMEX	Jamestown Equity Fund	Large Cap Blend Equities	Dec 1, 1992	0.98%	8.86%	14.70%	7.17%	69
JAMFX	Jacob Internet Fund	Technology Equities	Dec 12, 1999	2.02%	-17.00%	9.32%	2.96%	2
JAMRX	Janus Henderson Research Fund Class I	Large Cap Growth Equities	May 3, 1993	0.64%	4.36%	16.91%	11.48%	17
JAMVX	Janus Henderson VIT Mid Cap Value Portfolio	Mid Cap Value Equities	May 1, 2003	0.67%	13.28%	9.45%	0.39%	43
JANEX	Janus Henderson Enterprise Fund	Mid Cap Growth Equities	Sep 1, 1992	0.79%	6.82%	12.82%	7.03%	16
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	Feb 25, 2005	0.78%	12.89%	10.53%	9.95%	39
JANRX	Janus Henderson Global Select Fund	Global Equities	Jun 29, 2000	0.82%	8.42%	13.65%	9.87%	38
JANVX	Janus Henderson Venture Fund	Small Cap Growth Equities	Apr 30, 1985	0.78%	13.09%	11.84%	4.85%	38
JANWX	Janus Henderson Global Research Fund	Global Equities	Feb 24, 2005	0.75%	7.08%	13.95%	7.56%	32
JARTX	Janus Henderson Forty Fund	Large Cap Growth Equities	May 1, 1997	1.20%	2.02%	16.03%	13.38%	12
JASCX	James Small Cap Fund	Small Cap Value Equities	Oct 2, 1998	1.56%	18.14%	10.38%	2.87%	67
JATAX	Janus Henderson Global Technology and Innovation F...	Technology Equities	Dec 31, 1998	1.00%	27.66%	23.83%	11.13%	63
JATIX	Janus Henderson Global Technology and Innovation F...	Technology Equities	Dec 31, 1998	0.76%	27.79%	24.09%	10.32%	64

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 7.58%, 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 · 1,981 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.