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
LGILX	Schwab Select Large Cap Growth Fund	Large Cap Growth Equities	Oct 14, 1997	0.71%	-4.37%	13.88%	0.00%	6
LGLAX	Lord Abbett Growth Leaders Fund Class A	Large Cap Growth Equities	Jun 30, 2011	0.90%	-4.67%	16.41%	2.21%	25
LGLIX	Lord Abbett Growth Leaders Fund	Large Cap Growth Equities	Jun 30, 2011	0.64%	-4.62%	16.70%	2.09%	36
LGPIX	ProFunds Large Cap Growth ProFund	Large Cap Growth Equities	Oct 1, 2002	1.59%	-3.65%	15.11%	1.56%	49
LGRCX	Loomis Sayles Growth Fund Class C	Large Cap Growth Equities	Feb 1, 2013	1.65%	-9.45%	14.67%	3.42%	16
LGRNX	Loomis Sayles Growth Fund Class N	Large Cap Growth Equities	Feb 1, 2013	0.57%	-9.17%	15.91%	2.43%	14
LGRRX	Loomis Sayles Growth Fund	Large Cap Growth Equities	Feb 1, 2013	0.92%	-9.26%	15.51%	2.76%	19
LGVAX	ClearBridge Value Fund Class A	Large Cap Value Equities	Feb 2, 2009	1.01%	5.04%	12.03%	10.25%	57
LHCIX	Lord Abbett Health Care Fund	Health & Biotech Equities	Jul 30, 2019	0.78%	-2.55%	—	0.37%	32
LIAGX	Lord Abbett International Growth Fund	Foreign Large Cap Equities	Jun 23, 2021	0.81%	10.43%	—	0.34%	60
LICYX	Lord Abbett International Equity Fund	Foreign Large Cap Equities	Dec 31, 2003	0.86%	8.57%	9.30%	4.86%	64
LIFLX	Lord Abbett Focused Large Cap Value Fund	Large Cap Value Equities	Jul 31, 2019	0.68%	1.55%	—	0.65%	73
LIGYX	Loomis Sayles International Growth Fund	Foreign Large Cap Equities	Dec 14, 2020	0.95%	-13.31%	—	2.08%	2
LIMIX	Tran Capital Focused Fund	Large Cap Growth Equities	Sep 6, 2007	0.85%	-0.67%	10.04%	12.42%	15
LISIX	Lazard International Strategic Equity Portfolio R6	Foreign Large Cap Equities	Oct 31, 2005	0.80%	5.11%	7.06%	27.37%	69
LKEQX	LKCM Equity Fund	Large Cap Growth Equities	Jan 3, 1996	0.80%	2.45%	12.17%	8.09%	59
LKINX	LKCM International Equity Fund	Foreign Large Cap Equities	May 1, 2019	1.00%	5.52%	—	1.25%	60
LKSCX	LKCM Small Cap Equity Fund	Small Cap Growth Equities	Jul 14, 1994	1.03%	3.24%	12.02%	8.70%	61
LKSMX	LKCM Small-Mid Cap Equity Fund	Mid Cap Growth Equities	May 2, 2011	1.00%	1.85%	11.29%	6.26%	22
LLGLX	Longleaf Partners Global Fund	Global Equities	Dec 26, 2012	1.15%	-2.00%	7.42%	9.77%	31

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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