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
INSAX	Catalyst Insider Buying Fund	Large Cap Growth Equities	Jul 29, 2011	1.53%	-7.79%	5.34%	0.00%	10
INUTX	Columbia Dividend Opportunity Fund	Large Cap Value Equities	Aug 1, 1988	1.06%	7.51%	10.28%	7.54%	85
IOLZX	ICON Equity Fund	Large Cap Growth Equities	Oct 17, 2002	1.04%	8.49%	13.05%	9.85%	65
IPEIX	Voya Large Cap Value Portfolio	Large Cap Value Equities	May 11, 2007	0.64%	—	—	29.40%	—
IPFPX	Poplar Forest Partners Fund	Large Cap Value Equities	Dec 31, 2009	0.95%	4.97%	10.17%	9.03%	75
IPLIX	Voya Index Plus LargeCap Portfolio	Large Cap Blend Equities	Sep 16, 1996	0.55%	-0.97%	13.69%	10.96%	40
IPMIX	Voya Index Plus MidCap Portfolio	Mid Cap Blend Equities	Dec 16, 1997	0.60%	6.94%	10.33%	7.10%	34
IPSHX	Pinnacle Sherman Multi-Strategy Core Fund	Tactical Allocation	Sep 30, 2015	1.24%	5.06%	6.88%	3.16%	75
IPSIX	Voya Index Plus SmallCap Portfolio	Small Cap Blend Equities	Dec 19, 1997	0.60%	7.84%	9.85%	5.30%	35
IRCZX	AB International Small Cap Portfolio	Foreign Small & Mid Cap Equities	Dec 20, 2015	1.07%	11.08%	8.95%	13.90%	93
IRGJX	Voya Russell Mid Cap Growth Index Portfolio	Mid Cap Growth Equities	May 1, 2009	0.40%	-3.09%	11.70%	14.74%	11
IRLNX	Voya Russell Large Cap Growth Index Portfolio	Large Cap Growth Equities	May 1, 2009	0.43%	-6.65%	17.60%	10.22%	32
IRPSX	VY T. Rowe Price Equity Income Portfolio	Large Cap Value Equities	Jan 24, 1989	0.86%	—	—	68.64%	—
IRVIX	Voya Russell Large Cap Value Index Portfolio	Large Cap Value Equities	May 1, 2009	0.35%	4.89%	11.07%	28.49%	56
ISCAX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	Feb 27, 1996	1.24%	5.82%	9.70%	7.04%	82
ISCGX	Transamerica Small Cap Growth	Small Cap Growth Equities	Aug 31, 2012	1.06%	-0.39%	0.09%	15.53%	12
ISCIX	Federated Hermes International Small-Mid Company F...	Foreign Small & Mid Cap Equities	Feb 28, 1996	0.99%	5.89%	9.92%	7.04%	65
ISFIX	VY Columbia Contrarian Core Portfolio	Large Cap Blend Equities	Dec 10, 2001	0.73%	-2.10%	18.29%	8.18%	38
ISGLX	Columbia Integrated Small Cap Growth Fund	Small Cap Growth Equities	Jan 30, 2008	0.98%	—	—	0.00%	—
ITHAX	Hartford Capital Appreciation Fund Class A	Large Cap Growth Equities	Jul 22, 1996	1.05%	-2.05%	11.63%	7.21%	38

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.

Loading graphics...

Time Period