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
LAIEX	Lord Abbett International Opportunities Fund	Foreign Small & Mid Cap Equities	Dec 12, 1996	1.22%	9.22%	6.96%	1.45%	65
LAMYX	Lord Abbett Dividend Growth Fund	Large Cap Blend Equities	Dec 27, 2001	0.66%	2.33%	13.01%	4.88%	81
LAVLX	Lord Abbett Mid Cap Stock Fund	Mid Cap Value Equities	Jun 28, 1983	0.98%	3.91%	8.50%	6.77%	60
LBGIX	ClearBridge Mid Cap Growth Fund	Mid Cap Growth Equities	Aug 31, 2010	0.85%	-1.22%	11.66%	6.67%	21
LBSAX	Columbia Dividend Income Fund Class A	Large Cap Value Equities	Nov 25, 2002	0.90%	5.93%	12.25%	4.86%	89
LBWIX	BrandywineGLOBAL - Diversified US Large Cap Value ...	Large Cap Value Equities	Sep 7, 2010	0.84%	5.41%	11.88%	11.81%	77
LCAIX	Lazard Opportunistic Strategies Portfolio	Tactical Allocation	Mar 25, 2008	1.02%	1.28%	6.63%	14.39%	62
LCEAX	Invesco Diversified Dividend Fund	Large Cap Value Equities	Dec 31, 2001	0.81%	3.36%	8.80%	12.17%	71
LCGFX	William Blair Large Cap Growth Fund	Large Cap Growth Equities	Dec 27, 1999	0.65%	-8.93%	15.38%	9.40%	18
LCIAX	SEI Institutional Investments Trust Large Cap Inde...	Large Cap Blend Equities	Apr 1, 2002	0.13%	-0.44%	14.30%	15.63%	68
LCILX	ClearBridge Sustainability Leaders Fund	Large Cap Blend Equities	Mar 31, 2015	0.75%	0.73%	13.40%	4.83%	57
LCLAX	ClearBridge Select Fund Class A	Mid Cap Growth Equities	Sep 23, 2013	1.10%	-4.48%	16.07%	0.00%	20
LCORX	Leuthold Core Investment Fund	Tactical Allocation	Nov 19, 1995	1.16%	3.11%	7.75%	7.72%	79
LCSSX	ClearBridge Select Fund	Mid Cap Growth Equities	Nov 30, 2012	0.99%	-4.40%	16.48%	0.00%	25
LEIFX	Federated Hermes Equity Income Fund	Large Cap Value Equities	Dec 30, 1986	1.11%	6.41%	8.17%	23.83%	88
LEQIX	LoCorr Dynamic Equity Fund	Long-Short	May 9, 2013	1.99%	1.17%	5.34%	20.03%	41
LEVIX	Lazard US Equity Concentrated Portfolio	Large Cap Blend Equities	Sep 30, 2005	0.76%	1.49%	9.24%	0.00%	46
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	Nov 18, 1935	0.52%	14.32%	11.83%	1.44%	38
LFGIX	Lord Abbett Focused Growth Fund	Large Cap Growth Equities	Jan 31, 2019	0.80%	-5.65%	—	0.00%	25
LGCYX	Lord Abbett Global Equity Fund	Global Equities	Jan 17, 2017	0.65%	1.09%	—	0.71%	64

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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