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
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	Sep 17, 1993	0.44%	-3.93%	15.35%	6.19%	50
JUESX	JPMorgan US Equity Fund Class I	Large Cap Blend Equities	—	0.69%	-3.95%	15.05%	5.97%	39
JUSSX	JPMorgan U.S. Small Company Fund	Small Cap Blend Equities	Nov 4, 1993	0.81%	6.25%	10.92%	7.70%	58
JVASX	JPMorgan Value Advantage Fund	Large Cap Value Equities	Feb 28, 2005	0.79%	2.87%	11.48%	12.35%	47
JVLIX	John Hancock Funds Disciplined Value Fund	Large Cap Value Equities	Jan 2, 1997	0.76%	5.99%	12.03%	6.26%	85
JVMIX	John Hancock Funds Disciplined Value Mid Cap Fund ...	Mid Cap Value Equities	Jun 2, 1997	0.87%	4.51%	10.68%	8.84%	64
JVMRX	John Hancock Disciplined Value Mid Cap Fund Class ...	Mid Cap Value Equities	Sep 1, 2011	0.74%	4.55%	10.78%	8.95%	48
JVSIX	Janus Henderson Small-Mid Cap Value Fund	Mid Cap Value Equities	Dec 15, 2011	0.81%	6.92%	9.32%	8.71%	42
KAUFX	Federated Hermes Kaufmann Fd	Mid Cap Growth Equities	Feb 21, 1986	1.96%	-4.27%	11.20%	11.24%	31
KBIWX	KBI Global Investors Aquarius Fund	Energy Equities	Oct 11, 2018	1.10%	5.02%	—	8.50%	35
KCEIX	Knights of Columbus Long/Short Equity Fund	Long-Short	Dec 1, 2019	1.50%	3.44%	—	1.19%	66
KCGIX	Knights of Columbus Large Cap Growth Fund	Large Cap Growth Equities	Feb 27, 2015	0.90%	-3.63%	13.95%	6.24%	61
KCIIX	Knights of Columbus International Equity Fund	Foreign Large Cap Equities	Feb 27, 2015	1.21%	7.55%	9.94%	2.98%	76
KCSIX	Knights of Columbus Small Cap Fund	Small Cap Blend Equities	Feb 27, 2015	1.05%	9.35%	10.21%	10.71%	77
KCVIX	Knights of Columbus Large Cap Value Fund	Large Cap Value Equities	Feb 27, 2015	0.90%	7.36%	12.45%	7.95%	91
KCXIX	Knights of Columbus U.S. All Cap Index Fund	Large Cap Blend Equities	Dec 31, 2019	0.92%	-0.68%	—	2.60%	75
KDHAX	DWS CROCI Equity Dividend Fd	Large Cap Value Equities	Mar 18, 1988	1.01%	3.58%	8.72%	16.08%	16
KESGX	Kennedy Capital ESG SMID Cap Fund	Mid Cap Blend Equities	Jun 28, 2019	0.82%	7.09%	—	4.88%	36
KF	The Korea Fund Inc	Emerging Markets Equities	Aug 29, 1984	0.02%	38.24%	12.28%	0.87%	94
KGGAX	Kopernik Global All-Cap Fund Class A	Foreign Small & Mid Cap Equities	Nov 1, 2013	1.26%	11.51%	14.76%	14.45%	97

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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