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
JNGLX	Janus Henderson Global Life Sciences Fund	Health & Biotech Equities	Dec 30, 1998	0.80%	-1.19%	11.12%	4.62%	56
JNGTX	Janus Henderson Global Technology and Innovation F...	Technology Equities	Dec 31, 1998	0.79%	0.06%	21.43%	13.41%	67
JNOSX	Janus Henderson Overseas Fund	Foreign Large Cap Equities	May 2, 1994	0.95%	6.30%	11.20%	1.21%	91
JNRFX	Janus Henderson Research Fund	Large Cap Growth Equities	May 3, 1993	0.66%	-6.24%	15.28%	12.73%	42
JNUSX	JPMorgan International Value Fund	Foreign Large Cap Equities	Nov 3, 1993	0.63%	9.68%	11.02%	2.66%	96
JNVMX	JPMorgan Developed International Value Fund Class ...	Foreign Large Cap Equities	Dec 1, 2010	0.55%	9.65%	11.15%	2.77%	94
JNVSX	Jensen Quality Value Fund	Mid Cap Blend Equities	Mar 31, 2010	1.05%	0.43%	11.38%	11.16%	6
JOF	Japan Smaller Capitalization Fund	Japan Equities	Mar 21, 1990	0.02%	1.10%	9.66%	7.30%	47
JOHIX	JOHCM International Select Fund	Foreign Large Cap Equities	Jul 28, 2009	0.98%	5.68%	7.99%	3.04%	55
JOPPX	Johnson Opportunity Fund	Mid Cap Blend Equities	May 16, 1994	1.00%	3.41%	9.31%	4.74%	29
JOPSX	JOHCM International Opportunities Fund	Foreign Large Cap Equities	Sep 29, 2016	0.88%	6.91%	—	2.62%	58
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	Mar 30, 2022	0.59%	-0.11%	—	5.17%	83
JPGSX	JPMorgan U.S. GARP Equity Fund	Large Cap Growth Equities	Feb 28, 2003	0.59%	-4.56%	17.07%	7.68%	56
JPPEX	JPMorgan Mid Cap Equity Fund Class R6	Mid Cap Blend Equities	—	0.64%	3.65%	11.83%	6.22%	54
JPVRX	JPMorgan Developed International Value Fund Class ...	Foreign Large Cap Equities	—	0.65%	9.65%	—	2.72%	94
JRSIX	Janus Henderson Adaptive Risk Managed U.S. Equity ...	Large Cap Blend Equities	Dec 30, 2005	0.67%	0.00%	11.16%	10.08%	55
JSCGX	Jacob Small Cap Growth Fund	Small Cap Growth Equities	Feb 1, 2010	1.97%	-26.06%	7.93%	0.00%	9
JSGIX	John Hancock Funds III U.S. Growth Fund	Large Cap Growth Equities	Dec 19, 2011	0.71%	-5.81%	16.28%	9.71%	44
JSIVX	Janus Henderson Small Cap Value Fund	Small Cap Value Equities	Feb 14, 1985	0.81%	7.75%	9.28%	3.78%	55
JSJIX	John Hancock Funds Small Cap Growth Fund	Small Cap Growth Equities	Oct 28, 2005	1.03%	7.12%	—	10.39%	32

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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