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
ARTMX	Artisan Mid Cap Fund	Mid Cap Growth Equities	Jun 27, 1997	1.18%	-5.01%	10.71%	20.35%	32
ARTNX	Artisan Select Equity Fund	Large Cap Blend Equities	Feb 28, 2020	1.26%	-1.51%	—	3.15%	59
ARTQX	Artisan Mid Cap Value Fund	Mid Cap Value Equities	Mar 28, 2001	1.21%	-4.80%	6.74%	7.62%	3
ARTRX	Artisan Global Opportunities Fund Class I	Global Equities, Large Cap Growth Equities	Sep 22, 2008	1.14%	-3.12%	10.77%	3.69%	15
ARTSX	Artisan Small Cap Fund	Small Cap Growth Equities	Mar 28, 1995	1.19%	-1.64%	11.41%	8.38%	27
ARTTX	Artisan Focus Fund	Large Cap Growth Equities	Apr 24, 2017	1.27%	-2.10%	—	4.17%	37
ASCGX	Lisanti Small Cap Growth Fund	Small Cap Growth Equities	Feb 27, 2004	1.35%	-2.28%	10.82%	0.00%	56
ASGI	Abrdn Global Infrastructure Income Fund	Industrials Equities	Jul 29, 2020	1.65%	5.15%	—	11.07%	89
ASIAX	Invesco EQV Asia Pacific Equity Fund	Asia Pacific Equities	Nov 2, 1997	1.45%	1.69%	7.43%	21.06%	84
ASILX	AB Select US Long/Short Portfolio	Long-Short	Dec 11, 2012	1.55%	-1.45%	8.52%	13.34%	69
ASMNX	AQR Small Cap Momentum Style Fund Class N	Small Cap Growth Equities	Dec 17, 2012	0.88%	2.16%	11.26%	7.88%	57
ASMOX	AQR Small Cap Momentum Style Fund	Small Cap Growth Equities	Jul 9, 2009	0.61%	2.26%	11.52%	7.94%	60
ASPGX	Astor Sector Allocation Fund	Tactical Allocation	Nov 29, 2011	1.62%	—	—	23.62%	—
ASQIX	American Century Small Company Fund	Small Cap Blend Equities	Jul 31, 1998	0.85%	2.14%	8.12%	2.43%	57
ASTIX	Astor Dynamic Allocation Fund	Tactical Allocation	Oct 18, 2009	1.15%	—	—	7.80%	—
ASVIX	American Century Small Cap Value Fund	Small Cap Value Equities	Jul 31, 1998	1.09%	3.73%	9.46%	13.47%	9
ATACX	ATAC Rotation Fund	Tactical Allocation	Sep 9, 2012	1.74%	3.28%	6.77%	1.79%	58
ATESX	Anchor Risk Managed Equity Strategies Fund	Long-Short	Sep 5, 2016	2.10%	-1.24%	—	0.00%	27
ATGAX	Aquila Opportunity Growth Fund	Mid Cap Blend Equities	Jul 22, 1994	1.50%	3.21%	8.39%	5.56%	66
ATGSX	Anchor Risk Managed Global Strategies Fund	Long-Short	Jan 14, 2019	2.25%	—	—	0.95%	—

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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