Wall Street Mutual Funds List
Here you can find all mutual funds issued by Wall Street and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.96%
- Avg. 1 Year Return
- 23.94%
- Avg. 5 Year Return
- 9.80%
- Median Risk/Return Score
- 38 / 100
Wall Street Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Evercore Equity Fund | Large Cap Growth Equities | Dec 24, 1945 | 0.96% | 8.35% | 14.69% | 4.96% | 38 |
Explore top Wall Street Mutual Fund Categories and Asset Classes
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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5 Years
Best Wall Street Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Evercore Equity Fund | 38 | — | Dec 1945 |
Best-Performing Wall Street Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Evercore Equity Fund | 9.80% | — | Dec 1945 |
Lowest-Cost Wall Street Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Evercore Equity Fund | 0.96% | — | Dec 1945 |
Highest-Yield Wall Street Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Evercore Equity Fund | 4.96% | — | Dec 1945 |
Top Mutual funds Issuers
Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 223 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 108 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.