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
HAGAX	Carillon Eagle Mid Cap Growth Fund	Mid Cap Growth Equities	Aug 20, 1998	1.03%	-3.21%	10.98%	14.32%	26
HAINX	Harbor International Fund	Foreign Large Cap Equities	Dec 29, 1987	0.77%	0.13%	7.12%	3.56%	61
HAMVX	Harbor Mid Cap Value Fund	Mid Cap Value Equities	Mar 1, 2002	0.85%	6.07%	9.80%	8.17%	85
HAONX	Harbor Overseas Fund	Foreign Large Cap Equities	Mar 1, 2019	1.21%	3.50%	—	2.35%	81
HAOYX	The Hartford International Opportunities Fund	Foreign Large Cap Equities	Jul 22, 1996	0.77%	0.47%	8.49%	7.88%	70
HASCX	Harbor Small Cap Value Fund	Small Cap Blend Equities	Dec 14, 2001	0.87%	14.19%	11.05%	2.99%	80
HASGX	Harbor Small Cap Growth Fund	Small Cap Growth Equities	Nov 1, 2000	0.87%	1.88%	12.02%	1.11%	57
HAVGX	Haverford Quality Growth Stock Fund	Large Cap Blend Equities	Jun 30, 2004	0.80%	-3.09%	11.22%	8.53%	46
HAVLX	Harbor Large Cap Value Fund	Large Cap Blend Equities	Dec 29, 1987	0.69%	-1.64%	12.20%	21.97%	36
HCAYX	The Hartford Capital Appreciation Fund	Large Cap Blend Equities	Jul 22, 1996	0.80%	-4.34%	11.53%	5.75%	40
HCMAX	Hillman Value Fund	Large Cap Value Equities	Dec 29, 2000	0.95%	-1.74%	—	16.75%	19
HCMDX	HCM Tactical Growth Fund	Large Cap Growth Equities	Jul 30, 2014	2.84%	-9.40%	16.57%	3.29%	31
HCMPX	HCM Dividend Sector Plus Fund	Large Cap Value Equities	Mar 10, 2015	2.38%	-4.67%	14.25%	0.45%	45
HCPIX	ProFunds UltraSector Health Care Fund	Leveraged Equities, Leveraged	Jun 18, 2000	1.61%	-8.42%	8.84%	0.19%	4
HCYAX	Hilton Tactical Income Fund	Tactical Allocation	Sep 15, 2013	1.12%	-1.03%	5.32%	6.53%	48
HCYIX	Hilton Tactical Income Fund Institutional Class	Tactical Allocation	Sep 16, 2013	0.87%	-0.95%	5.55%	6.77%	54
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	Feb 28, 2001	1.17%	-0.80%	4.59%	0.12%	49
HDDVX	Janus Henderson International Dividend Fund Class ...	Global Equity Income	Jun 5, 2017	0.90%	2.86%	—	7.04%	70
HDGYX	The Hartford Dividend and Growth Fund	Large Cap Value Equities	Jul 22, 1996	0.69%	-1.44%	12.44%	12.47%	59
HDIVX	Janus Henderson Dividend & Income Builder Fund	Foreign Large Cap Equities	Jul 31, 2012	0.95%	3.26%	9.26%	7.42%	78

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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