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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
John Hancock Variable Insurance Trust Fundamental ...Large Cap Growth EquitiesMay 4, 20030.76%
-5.38%
13.02%
13
Johnson Equity Income FundLarge Cap Blend EquitiesDec 30, 20051.00%
0.00%
11.62%
4.18%
39
John Hancock Variable Insurance Trust Small Cap St...Small Cap Growth EquitiesMay 1, 20051.12%
-0.95%
0.07%
21
John Hancock Variable Insurance Trust Small Cap In...Small Cap Blend EquitiesMay 1, 20000.53%
5.89%
6.75%
40
John Hancock Variable Insurance Trust Science & Te...Technology EquitiesDec 31, 19961.04%
0.04%
21.95%
46
John Hancock Variable Insurance Trust Small Cap Va...Small Cap Value EquitiesApr 28, 20051.04%
5.04%
11.16%
14
John Hancock Variable Insurance Trust Total Stock ...Large Cap Blend EquitiesMay 1, 20000.49%
-0.34%
2.72%
39
John Hancock Funds Fundamental All Cap Core FundLarge Cap Blend EquitiesJun 1, 20110.83%
-5.47%
13.75%
11.32%
25
JPMorgan Developed International Value Fund Class ...Foreign Large Cap EquitiesSep 28, 20011.00%
9.54%
10.62%
2.52%
96
John Hancock Variable Insurance Trust 500 Index Tr...Large Cap Blend EquitiesNov 4, 20120.30%
-0.67%
2.57%
68
Janus Henderson Global Life Sciences Fund Class AHealth & Biotech EquitiesDec 31, 19980.98%
-1.23%
11.07%
4.61%
54
Janus Henderson Forty Fund Class DLarge Cap Growth EquitiesDec 31, 20090.63%
-7.50%
14.16%
30
JPMorgan Growth Advantage FundLarge Cap Growth EquitiesMay 1, 20061.54%
-4.72%
17.26%
18.08%
41
JPMorgan Growth Advantage Fund Class ALarge Cap Growth EquitiesMay 1, 20060.74%
-4.54%
18.40%
12.33%
33
John Hancock Funds Global Equity FundGlobal EquitiesMay 15, 20130.98%
4.32%
10.00%
8.10%
64
Janus Henderson VIT Global Technology and Innovati...Technology EquitiesJan 17, 20000.72%
0.00%
21.71%
8.98%
66
Janus Henderson Triton Fund Class NSmall Cap Growth EquitiesMay 31, 20120.67%
3.45%
10.17%
10.50%
44
JPMorgan Growth Advantage FundLarge Cap Growth EquitiesDec 23, 20130.55%
-4.47%
18.65%
11.57%
46
John Hancock Global Shareholder Yield FundGlobal EquitiesFeb 28, 20070.84%
8.90%
9.54%
12.35%
95
JHancock Multi-Asset Absolute Return FundTactical AllocationDec 18, 20111.26%
-0.93%
2.85%
0.00%
5

Rows per page

1841–1860 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

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