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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 ESG Large Cap Core FundLarge Cap Blend EquitiesJun 6, 20161.05%99.48%
John Hancock Funds II Blue Chip Growth FundLarge Cap Growth EquitiesOct 14, 20050.81%
-7.62%
14.28%
0.00%
9
John Hancock Funds II Equity Income FundLarge Cap Value EquitiesOct 14, 20050.76%
4.47%
4.81%
1.31%
1
JPMorgan U.S. GARP Equity Fund Class ALarge Cap Growth EquitiesFeb 22, 20050.84%
-4.60%
16.80%
7.97%
42
John Hancock Funds International Growth Fund Class...Foreign Large Cap EquitiesMar 27, 20150.89%
5.25%
9.84%
0.16%
68
JPMorgan U.S. Sustainable Leaders FundLarge Cap Blend EquitiesFeb 28, 20030.39%
-4.06%
13.41%
10.29%
37
John Hancock International Dynamic Growth FundForeign Large Cap EquitiesMay 2, 20190.95%
11.94%
2.63%
63
JAG Large Cap Growth FundLarge Cap Growth EquitiesDec 22, 20111.26%
-3.18%
15.44%
30.34%
43
JPMorgan Large Cap Growth Fund Class R6Large Cap Growth EquitiesNov 30, 20100.44%
-4.77%
18.80%
11.59%
34
JPMorgan Large Cap Growth R4Large Cap Growth EquitiesSep 12, 20160.69%
-4.83%
12.03%
31
JPMorgan Large Cap Growth Fund Class R5Large Cap Growth Equities0.54%
-4.80%
18.68%
11.66%
23
JPMorgan U.S. Large Cap Core Plus FundLarge Cap Blend EquitiesNov 1, 20051.45%
-2.72%
15.89%
3.06%
57
James Micro Cap FundSmall Cap Value EquitiesJul 1, 20101.51%
11.13%
8.99%
0.92%
55
JPMorgan Mid Cap Growth Fund Class R6Mid Cap Growth EquitiesNov 1, 20110.65%
-1.45%
13.46%
9.17%
31
Janus Enterprise Fund Class IMid Cap Growth EquitiesSep 1, 19920.76%
-2.24%
12.22%
7.63%
24
Jacob Discovery FundSmall Cap Growth EquitiesDec 31, 19971.75%
-9.87%
12.43%
0.56%
46
JPMorgan U.S. Equity FundLarge Cap Blend EquitiesSep 17, 19930.57%
-3.97%
15.22%
6.12%
49
JPMorgan Mid Cap Value Fund Class R6Mid Cap Value EquitiesNov 13, 19970.60%
5.87%
20.13%
40
JPMorgan International Equity Fund Class R6Foreign Large Cap EquitiesDec 1, 20100.50%
6.73%
9.30%
6.28%
58
Janus Henderson Growth And Income FundLarge Cap Blend EquitiesMay 15, 19910.75%
-0.43%
13.03%
14.87%
76

Rows per page

1861–1880 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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