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
JAWWX	Janus Henderson Global Research Fund Class T	Global Equities	Feb 25, 2005	0.87%	-0.68%	13.08%	8.09%	56
JCCIX	John Hancock Small Cap Core Fund	Small Cap Blend Equities	Dec 20, 2013	0.98%	5.08%	9.86%	4.31%	35
JCE	Nuveen Core Equity Alpha Fund	Large Cap Growth Equities	Mar 27, 2007	1.00%	-0.99%	12.24%	8.43%	35
JCMAX	JPMorgan Mid Cap Equity Fund Class A	Mid Cap Blend Equities	Nov 2, 2009	1.14%	3.51%	11.29%	5.95%	48
JDESX	JPMorgan U.S. Research Enhanced Equity Fund	Large Cap Blend Equities	Sep 10, 2001	0.35%	-1.46%	15.28%	5.41%	70
JDEUX	JPMorgan U.S. Research Enhanced Equity Fund	Large Cap Blend Equities	Mar 24, 2003	0.25%	-1.46%	15.40%	5.49%	70
JDIAX	Janus Henderson Overseas Fund Class A	Foreign Large Cap Equities	May 2, 1994	1.16%	6.21%	10.78%	0.91%	85
JDIUX	John Hancock Disciplined Value International Fund	Foreign Large Cap Equities	Dec 29, 2011	0.84%	8.10%	9.42%	8.28%	89
JDMNX	Janus Henderson Enterprise Fund Class N	Mid Cap Growth Equities	Sep 1, 1992	0.66%	-2.21%	12.32%	7.63%	26
JDVWX	John Hancock Disciplined Value Fund	Large Cap Value Equities	Jan 16, 1997	0.60%	6.01%	12.14%	6.34%	75
JECIX	John Hancock Variable Insurance Trust Mid Cap Inde...	Mid Cap Blend Equities	May 1, 2000	0.45%	6.90%	—	8.27%	33
JEEIX	JHancock Infrastructure Fund	Energy Equities	Dec 19, 2013	0.95%	15.63%	9.97%	2.07%	95
JEGI.L	JPMorgan European Growth & Income plc	Europe Equities	Mar 15, 1929	0.66%	1.82%	5.47%	3.54%	67
JEMSX	JPMorgan Emerging Markets Equity Fund Class I	Emerging Markets Equities	—	0.99%	13.02%	10.46%	1.11%	93
JEMUX	John Hancock Variable Insurance Trust Mid Value Tr...	Mid Cap Value Equities	Apr 28, 2005	0.93%	7.81%	—	21.01%	27
JEMWX	JPMorgan Emerging Markets Equity Fund Class R6	Emerging Markets Equities	Dec 23, 2013	0.74%	13.07%	10.69%	1.26%	91
JENHX	Johnson Enhanced Return Fund	Large Cap Blend Equities	Dec 30, 2005	0.35%	-1.23%	13.31%	19.70%	63
JENSX	Jensen Quality Growth Fund	Large Cap Blend Equities	Aug 3, 1992	0.81%	-7.04%	8.53%	41.44%	6
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	Aug 31, 2018	0.85%	2.45%	—	7.91%	57
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income	Aug 31, 2018	0.63%	2.45%	—	8.16%	60

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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