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
IUESX	JPMorgan International Focus Fund	Foreign Large Cap Equities	Nov 30, 2011	0.75%	7.61%	9.00%	4.23%	65
IVCSX	Voya Small Company Portfolio	Small Cap Blend Equities	Dec 27, 1996	0.90%	0.88%	8.53%	15.85%	17
IVFIX	Federated Hermes International Strategic Value Div...	Foreign Large Cap Equities	Jun 3, 2008	0.86%	9.37%	7.42%	3.02%	92
IVGSX	VY Invesco Growth and Income Portfolio	Large Cap Value Equities	Oct 4, 1993	0.86%	3.62%	11.28%	22.74%	42
IVGTX	VY Morgan Stanley Global Franchise Portfolio	Global Equities	Apr 30, 2002	1.20%	-9.19%	7.63%	47.13%	1
IVIAX	Delaware Ivy International Core Equity Fund	Foreign Large Cap Equities	May 13, 1997	1.04%	-0.35%	7.00%	12.09%	29
IVINX	Delaware Ivy Global Growth Fund	Global Equities	Apr 29, 1986	1.28%	0.81%	10.87%	8.83%	49
IVKIX	VY Invesco Comstock Portfolio	Large Cap Value Equities	May 1, 2002	0.70%	3.93%	14.37%	12.15%	41
IVNQX	Invesco Nasdaq 100 Index Fund	Large Cap Growth Equities	Oct 13, 2020	0.29%	-1.28%	—	1.32%	64
IVOIX	Delaware Ivy Mid Cap Income Opportunities Fund	Mid Cap Value Equities	Oct 1, 2014	0.83%	3.73%	10.30%	15.16%	39
IVSOX	Voya SmallCap Opportunities Portfolio	Small Cap Growth Equities	May 6, 1994	0.85%	2.84%	9.82%	2.28%	34
IWIRX	Guinness Atkinson Global Innovators Fund	Large Cap Growth Equities	Dec 15, 1998	1.24%	-1.50%	13.06%	17.05%	56
IYSAX	Delaware Ivy Smid Cap Core Fund	Small Cap Blend Equities	Jan 31, 1997	1.14%	5.50%	10.19%	1.82%	55
JAAGX	Janus Henderson VIT Enterprise Portfolio	Mid Cap Growth Equities	Sep 13, 1993	0.71%	-2.15%	12.35%	8.16%	25
JABVX	John Hancock Global Environmental Opportunities Fu...	Global Equities	Jul 20, 2021	0.96%	5.66%	—	6.87%	26
JACAX	Janus Henderson VIT Forty Portfolio	Large Cap Growth Equities	May 1, 1997	0.77%	-7.51%	15.74%	13.42%	26
JACNX	Janus Henderson Contrarian Fund	Mid Cap Blend Equities	Feb 29, 2000	0.90%	1.98%	12.19%	10.88%	34
JACTX	Janus Henderson Forty Fund Class T	Large Cap Growth Equities	Jul 1, 2009	0.76%	-7.52%	15.39%	13.93%	22
JAENX	Janus Henderson Enterprise Fund Class T	Mid Cap Growth Equities	Sep 1, 1992	0.91%	-2.27%	12.07%	7.70%	27
JAGIX	Janus Henderson Growth and Income Fund Class T	Large Cap Growth Equities	May 15, 1991	0.87%	-0.20%	13.04%	15.03%	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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