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
IIMOX	Voya MidCap Opportunities Portfolio	Mid Cap Growth Equities	May 5, 2000	0.66%	-3.23%	-1.86%	10.85%	7
IIRLX	Voya Russell Large Cap Index Portfolio	Large Cap Blend Equities	Mar 10, 2008	0.36%	-2.03%	15.06%	3.84%	45
IIRMX	Voya Russell Mid Cap Index Portfolio	Mid Cap Blend Equities	Mar 10, 2008	0.40%	5.26%	10.90%	12.53%	35
IIRSX	Voya Russell Small Cap Index Portfolio	Small Cap Blend Equities	Mar 10, 2008	0.45%	5.93%	10.20%	11.62%	40
IIVAX	Transamerica Small/Mid Cap Value Fund	Mid Cap Value Equities	Apr 2, 2001	1.23%	5.78%	10.08%	10.00%	56
IIVGX	Voya Growth and Income Portfolio	Large Cap Blend Equities	Dec 31, 1979	0.66%	-3.01%	13.67%	1.38%	19
IJMIX	VY JPMorgan Mid Cap Value Portfolio	Mid Cap Value Equities	May 1, 2002	0.88%	5.74%	8.98%	14.87%	19
IJSSX	VY JPMorgan Small Cap Core Equity Portfolio	Small Cap Blend Equities	May 1, 2002	1.11%	4.11%	11.50%	14.06%	18
ILGCX	Columbia Integrated Large Cap Growth Fund Class A	Large Cap Growth Equities	May 27, 2014	0.79%	-8.30%	—	151.73%	7
IMANX	Iman Fund	Large Cap Growth Equities	Jun 30, 2000	1.28%	4.54%	13.10%	0.12%	84
IMCVX	Voya Multi-Manager Mid Cap Value Fund	Mid Cap Value Equities	Oct 3, 2011	0.78%	7.21%	9.59%	8.59%	25
IMIDX	Congress Mid Cap Growth Fund	Mid Cap Growth Equities	Oct 31, 2012	0.79%	7.80%	11.63%	12.31%	25
IMLPX	MainGate MLP Fund	Energy Equities	Feb 16, 2011	1.44%	17.42%	11.00%	4.05%	52
IMSCX	IMS Capital Value Fund	Large Cap Blend Equities	Aug 5, 1996	1.82%	-0.30%	10.81%	3.56%	55
IMSIX	IMS Strategic Income Fund	Tactical Allocation	Nov 4, 2002	1.95%	-0.02%	1.80%	8.63%	23
INDAX	ALPS/Kotak India ESG Fund	Asia Pacific Equities	Feb 13, 2011	1.33%	-9.87%	8.22%	6.24%	2
INDEX	Index Funds S&P 500 Equal Weight	Large Cap Blend Equities	Mar 9, 2017	0.25%	-0.71%	12.28%	1.05%	77
INDZX	Columbia Large Cap Value Fund	Large Cap Value Equities	Oct 15, 1990	0.97%	5.57%	12.63%	6.93%	88
INGIX	Voya U.S. Stock Index Portfolio	Large Cap Blend Equities	May 3, 2004	0.27%	-0.66%	14.20%	10.73%	40
INPIX	ProFunds Internet UltraSector Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.48%	-13.41%	22.10%	0.00%	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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