PortfoliosLab logoPortfoliosLab logo

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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Janus Henderson Global Life Sciences Fund Class THealth & Biotech EquitiesDec 31, 19980.92%
-1.22%
11.65%
4.58%
49
Janus Henderson VIT Research PortfolioLarge Cap Growth EquitiesSep 13, 19930.60%
-6.24%
15.41%
7.90%
37
Janus Global Technology and Innovation FundTechnology EquitiesDec 31, 19980.91%
0.03%
22.61%
13.68%
67
Janus Henderson VIT Overseas PortfolioForeign Large Cap EquitiesMay 2, 19940.87%
6.22%
11.18%
1.23%
87
John Hancock Disciplined Value Global Long/Short F...Long-ShortApr 11, 20141.54%
8.33%
7.82%
Jamestown Equity FundLarge Cap Blend EquitiesDec 1, 19920.98%
0.27%
13.85%
7.67%
76
Jacob Internet FundTechnology EquitiesDec 12, 19992.02%
-25.73%
9.44%
3.31%
2
Janus Henderson Research Fund Class ILarge Cap Growth EquitiesMay 3, 19930.64%
-6.27%
15.76%
12.78%
34
Janus Henderson VIT Mid Cap Value PortfolioMid Cap Value EquitiesMay 1, 20030.67%
9.79%
9.51%
9.89%
54
Janus Henderson Enterprise FundMid Cap Growth EquitiesSep 1, 19920.79%
-2.23%
12.17%
7.68%
30
Janus Henderson Triton FundSmall Cap Growth EquitiesFeb 25, 20050.78%
3.41%
10.01%
10.86%
60
Janus Henderson Global Select FundGlobal EquitiesJun 29, 20000.82%
3.46%
13.00%
10.35%
91
Janus Henderson Venture FundSmall Cap Growth EquitiesApr 30, 19850.78%
1.45%
11.13%
5.40%
49
Janus Henderson Global Research FundGlobal EquitiesFeb 24, 20050.75%
-0.65%
13.18%
8.14%
70
Janus Henderson Forty FundLarge Cap Growth EquitiesMay 1, 19971.20%
-7.58%
15.10%
14.77%
30
James Small Cap FundSmall Cap Value EquitiesOct 2, 19981.56%
9.13%
9.51%
3.10%
59
Janus Henderson Global Technology and Innovation F...Technology EquitiesDec 31, 19981.00%
0.00%
21.24%
14.21%
50
Janus Henderson Global Technology and Innovation F...Technology EquitiesDec 31, 19980.76%
0.07%
21.49%
13.18%
66
Janus Henderson Triton Fund Class TSmall Cap Growth EquitiesFeb 25, 20050.91%
3.39%
9.91%
11.16%
57
Janus Henderson VIT Global Research PortfolioGlobal EquitiesSep 12, 19930.64%
-0.65%
13.27%
9.30%
64

Rows per page

1801–1820 of 3625

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.

0%Annualized Volatility0%Annualized Return

Loading graphics...