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
KGGIX	Kopernik Global All-Cap Fund	Foreign Small & Mid Cap Equities	Oct 31, 2013	1.01%	11.60%	15.01%	14.75%	97
KGIIX	Kopernik International Fund	Foreign Large Cap Equities	Jun 29, 2015	1.04%	11.62%	10.98%	12.78%	97
KIFAX	Salient Select Income Fund	Preferred Stock/Convertible Bonds	Mar 29, 2001	1.53%	0.32%	3.65%	7.55%	21
KLCIX	Federated Hermes Kaufmann Large Cap Fund	Large Cap Growth Equities	Dec 5, 2007	0.84%	-3.73%	18.47%	30.75%	43
KLGAX	MainStay WMC Growth Fund	Large Cap Growth Equities	Aug 7, 2006	1.02%	-6.41%	12.94%	3.61%	30
KMDIX	Keeley Mid Cap Dividend Value Fund	Mid Cap Value Equities	Oct 3, 2011	0.95%	8.41%	10.69%	5.10%	45
KMKAX	Kinetics Market Opportunities Fund	Mid Cap Growth Equities	Jan 31, 2006	1.65%	20.52%	20.66%	0.50%	8
KMKNX	Kinetics Market Opportunities Fund No Load Class	Mid Cap Growth Equities	Jan 31, 2006	1.40%	20.60%	20.96%	0.55%	8
KMVAX	Kirr Marbach Partners Value Fund	Mid Cap Blend Equities	Dec 31, 1998	1.45%	6.61%	11.00%	4.97%	64
KNGLX	CBOE Vest S&P 500 Dividend Aristocrats Target Inco...	Derivative Income, S&P 500	Sep 10, 2017	1.20%	3.12%	—	12.70%	24
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	Mar 20, 2000	1.64%	28.50%	21.19%	0.14%	9
KSDIX	Keeley Small Cap Dividend Value Fund	Small Cap Value Equities	Dec 1, 2009	1.17%	12.13%	9.87%	4.08%	70
KSMIX	Keeley Small-Mid Cap Value Fund	Mid Cap Value Equities	Aug 15, 2007	1.18%	10.57%	11.05%	9.17%	73
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	Small Cap Growth Equities	Dec 31, 2001	1.89%	28.42%	20.88%	0.00%	8
KTCAX	DWS Science and Technology Fund	Technology Equities	Sep 6, 1948	0.89%	-1.82%	20.35%	8.48%	47
KYN	Kayne Anderson Energy Infrastructure Fund	Energy Equities	Sep 28, 2024	2.00%	14.52%	9.12%	7.01%	58
LADYX	Lord Abbett Developing Growth Fund Class I	Small Cap Growth Equities	Dec 30, 1997	0.67%	6.52%	13.22%	0.00%	63
LAFFX	Lord Abbett Affiliated Fund	Large Cap Value Equities	Jan 3, 1950	0.71%	4.94%	10.66%	6.86%	83
LAGWX	Lord Abbett Developing Growth Fund	Small Cap Growth Equities	Oct 10, 1973	0.93%	6.44%	12.91%	0.00%	65
LAIDX	Lord Abbett International Value Fund	Foreign Large Cap Equities	Jun 29, 2008	0.82%	5.64%	8.92%	2.27%	77

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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