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
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	Aug 31, 2018	0.85%	1.01%	—	7.82%	13
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income	Aug 31, 2018	0.63%	1.04%	—	8.08%	14
JEQAX	John Hancock Variable Insurance Trust Fundamental ...	Large Cap Growth Equities	May 4, 2003	0.76%	-1.08%	—	12.45%	9
JEQIX	Johnson Equity Income Fund	Large Cap Blend Equities	Dec 30, 2005	1.00%	1.57%	11.73%	4.12%	16
JESGX	John Hancock Variable Insurance Trust Small Cap St...	Small Cap Growth Equities	May 1, 2005	1.12%	10.76%	—	0.06%	41
JESIX	John Hancock Variable Insurance Trust Small Cap In...	Small Cap Blend Equities	May 1, 2000	0.53%	19.08%	—	6.00%	84
JESTX	John Hancock Variable Insurance Trust Science & Te...	Technology Equities	Dec 31, 1996	1.04%	32.04%	—	16.63%	84
JESVX	John Hancock Variable Insurance Trust Small Cap Va...	Small Cap Value Equities	Apr 28, 2005	1.04%	21.22%	—	9.67%	63
JETSX	John Hancock Variable Insurance Trust Total Stock ...	Large Cap Blend Equities	May 1, 2000	0.49%	9.17%	—	2.48%	71
JFCIX	John Hancock Funds Fundamental All Cap Core Fund	Large Cap Blend Equities	Jun 1, 2011	0.83%	-1.30%	14.02%	10.84%	7
JFEAX	JPMorgan Developed International Value Fund Class ...	Foreign Large Cap Equities	Sep 28, 2001	1.00%	10.70%	11.04%	2.49%	71
JFIVX	John Hancock Variable Insurance Trust 500 Index Tr...	Large Cap Blend Equities	Nov 4, 2012	0.30%	8.99%	—	2.35%	64
JFNAX	Janus Henderson Global Life Sciences Fund Class A	Health & Biotech Equities	Dec 31, 1998	0.98%	1.57%	11.16%	4.49%	57
JFRDX	Janus Henderson Forty Fund Class D	Large Cap Growth Equities	Dec 31, 2009	0.63%	2.18%	—	12.82%	13
JGACX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	May 1, 2006	1.54%	2.31%	18.02%	16.84%	14
JGASX	JPMorgan Growth Advantage Fund Class A	Large Cap Growth Equities	May 1, 2006	0.74%	2.63%	19.18%	11.47%	15
JGEFX	John Hancock Funds Global Equity Fund	Global Equities	May 15, 2013	0.98%	5.73%	10.37%	7.99%	26
JGINX	Janus Henderson Growth and Income Fund Class I	Large Cap Blend Equities	May 15, 1991	0.71%	9.07%	14.06%	13.86%	49
JGLTX	Janus Henderson VIT Global Technology and Innovati...	Technology Equities	Jan 17, 2000	0.72%	27.69%	24.30%	0.00%	65
JGMNX	Janus Henderson Triton Fund Class N	Small Cap Growth Equities	May 31, 2012	0.67%	12.98%	10.70%	9.62%	39

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
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008

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.