Equity Mutual Funds List

Number of Funds: 3,617
Avg. Expense Ratio: 0.95%
Avg. Yield: 7.66%
Avg. 1 Year Return: 22.34%
Median Risk/Return Score: 44 / 100

3533 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
HASCX	Harbor Small Cap Value Fund	Small Cap Blend Equities	Dec 14, 2001	0.87%	29.85%	12.01%	2.63%	83
HASGX	Harbor Small Cap Growth Fund	Small Cap Growth Equities	Nov 1, 2000	0.87%	15.65%	12.89%	0.98%	46
HAVGX	Haverford Quality Growth Stock Fund	Large Cap Blend Equities	Jun 30, 2004	0.80%	0.79%	11.46%	8.20%	30
HAVLX	Harbor Large Cap Value Fund	Large Cap Blend Equities	Dec 29, 1987	0.69%	0.82%	12.08%	21.44%	11
HCAYX	The Hartford Capital Appreciation Fund	Large Cap Blend Equities	Jul 22, 1996	0.80%	6.82%	12.63%	5.15%	40
HCMAX	Hillman Value Fund	Large Cap Value Equities	Dec 29, 2000	0.95%	5.36%	—	15.62%	19
HCMDX	HCM Tactical Growth Fund	Large Cap Growth Equities	Jul 30, 2014	2.84%	6.69%	18.62%	2.79%	29
HCMPX	HCM Dividend Sector Plus Fund	Large Cap Value Equities	Mar 10, 2015	2.38%	3.99%	15.00%	0.41%	38
HCPIX	ProFunds UltraSector Health Care Fund	Leveraged Equities	Jun 18, 2000	1.61%	-2.15%	9.18%	0.18%	14
HCYAX	Hilton Tactical Income Fund	Tactical Allocation	Sep 15, 2013	1.12%	1.91%	5.32%	6.44%	39
HCYIX	Hilton Tactical Income Fund Institutional Class	Tactical Allocation	Sep 16, 2013	0.87%	2.09%	5.56%	6.67%	44
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	Feb 28, 2001	1.17%	9.03%	5.42%	0.19%	60
HDDVX	Janus Henderson International Dividend Fund Class ...	Global Equity Income	Jun 5, 2017	0.90%	15.56%	—	6.63%	51
HDGYX	The Hartford Dividend and Growth Fund	Large Cap Value Equities	Jul 22, 1996	0.69%	8.07%	13.21%	11.37%	73
HDIVX	Janus Henderson Dividend & Income Builder Fund	Foreign Large Cap Equities	Jul 31, 2012	0.95%	15.58%	10.53%	6.63%	54
HDPBX	Hodges Blue Chip Equity Income Fund	Large Cap Blend Equities	Sep 10, 2009	1.30%	6.01%	17.13%	4.66%	48
HDPMX	Hodges Fund	Mid Cap Blend Equities	Oct 9, 1992	1.17%	29.24%	15.20%	7.35%	79
HDPSX	Hodges Small Cap Fund	Small Cap Blend Equities	Dec 18, 2007	1.36%	31.46%	15.91%	5.81%	82
HDQVX	Janus Henderson International Dividend Fund Class ...	Global Equity Income	Aug 1, 2012	1.27%	15.53%	—	6.52%	50
HDSVX	Hodges Small Intrinsic Value Fund	Small Cap Value Equities	Dec 26, 2013	1.29%	20.92%	10.95%	0.90%	54

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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Time Period

Best Equity Mutual funds by Risk/Return Score

The top Equity Mutual funds by PortfoliosLab Risk/Return Score are ARKVX (99) and MERIX (98). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
ARKVX	ARK Venture Fund	99	—	Sep 2022
MERIX	The Merger Fund Class I	98	—	Aug 2013
VARBX	Vivaldi Merger Arbitrage Fund Class I	98	—	Oct 2015
FDCPX	Fidelity Select Tech Hardware Portfolio	98	—	Jul 1985
ARBNX	The Arbitrage Fund Class Institutional	97	—	Oct 2003

Best-Performing Equity Mutual funds Over 5 Years

The top Equity Mutual funds is SHPIX (48.62%). Across the lineup, Equity Mutual funds show an average 1-year return of 22.34% and an average 5-year return of 8.37%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
SHPIX	ProFunds Short Small Cap ProFund	48.62%	—	Apr 2002
FSELX	Fidelity Select Semiconductors Portfolio	44.40%	—	Jul 1985
FELIX	Fidelity Advisor Semiconductors Fund Class I	41.45%	—	Dec 2000
FELAX	Fidelity Advisor Semiconductors Fund Class A	41.08%	—	Dec 2000
FELTX	Fidelity Advisor Semiconductors Fund Class M	40.73%	—	Dec 2000

Lowest-Cost Equity Mutual funds

The top Equity Mutual funds is FSGEX (0.01%). With an average expense ratio of 0.95%, Equity Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
FSGEX	Fidelity Series Global ex U.S. Index Fund	0.01%	—	Sep 2009
PHSWX	Parvin Hedged Equity Solari World Fund	0.01%	—	Jan 2021
FEMSX	Fidelity Series Emerging Markets Opportunities Fun...	0.01%	—	Dec 2008
FSOSX	Fidelity Series Overseas Fund	0.01%	—	Jun 2019
FINVX	Fidelity Series International Value Fund	0.01%	—	Dec 2009

Highest-Yield Equity Mutual funds

The top Equity Mutual funds is EGFIX (903.58%). Across the lineup, Equity Mutual funds show an average dividend yield of 7.66%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
EGFIX	Edgewood Growth Fund	903.58%	—	Feb 2006
MPMCX	BNY Mellon Mid Cap Multi-Strategy Fund	531.29%	—	Oct 2000
PIUIX	Federated Hermes International Equity Fd	179.73%	—	Aug 1997
RYDVX	Royce Dividend Value Fund	166.34%	—	May 2004
MSVVX	Mesirow Small Company Sustainability Fund	160.57%	—	Dec 2018

Top Mutual funds Asset Classes

Bond · 1,983 Mutual funds Multi-Asset · 1,522 Mutual funds Alternatives · 133 Mutual funds Real Estate · 114 Mutual funds Commodity · 62 Mutual funds Preferred Stock · 11 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.