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
HGIYX	Hartford Core Equity Fund	Large Cap Blend Equities	Apr 30, 1998	0.45%	5.92%	14.28%	11.02%	50
HGOIX	The Hartford Growth Opportunities Fund Class I	Large Cap Growth Equities	Feb 19, 2002	0.82%	7.53%	16.55%	5.89%	23
HGOYX	The Hartford Growth Opportunities Fund	Large Cap Growth Equities	Feb 19, 2002	0.84%	7.53%	16.61%	5.17%	22
HGXIX	Hartford Global Impact Fund	Global Equities	Feb 27, 2017	0.89%	12.34%	—	0.48%	18
HHCZX	NexPoint Event Driven Fund	Long-Short	May 4, 2008	1.69%	-5.20%	3.57%	0.00%	3
HHDVX	Hamlin High Dividend Equity Fund	Large Cap Value Equities	Mar 30, 2012	1.15%	10.38%	11.75%	3.88%	42
HIACX	Hartford Capital Appreciation HLS Fund	Large Cap Blend Equities	Apr 2, 1984	0.67%	6.22%	12.67%	12.20%	42
HIADX	Hartford Dividend and Growth HLS Fund	Large Cap Value Equities	Mar 9, 1994	0.66%	8.13%	12.92%	17.31%	72
HIAGX	Hartford Disciplined Equity HLS Fund	Large Cap Blend Equities	May 29, 1998	0.60%	5.78%	13.88%	10.00%	43
HIAHX	Hartford Healthcare HLS Fund	Health & Biotech Equities	Apr 30, 2000	0.91%	0.11%	8.47%	5.26%	32
HIAOX	Hartford International Opportunities HLS Fund	Foreign Large Cap Equities	Jul 2, 1990	0.74%	10.40%	9.41%	2.06%	38
HIASX	Hartford Small Company HLS Fund	Small Cap Growth Equities	Aug 9, 1996	0.77%	10.33%	12.38%	0.36%	35
HIIDX	Harbor Diversified International All Cap Fund	Foreign Large Cap Equities	Nov 2, 2015	1.16%	9.45%	8.63%	7.38%	33
HIISX	Harbor International Small Cap Fund	Foreign Small & Mid Cap Equities	Jan 31, 2016	1.32%	12.28%	—	7.94%	32
HILAX	Hartford International Value Fund Class A	Foreign Large Cap Equities	May 28, 2010	1.18%	11.13%	11.24%	5.22%	66
HILYX	Hartford International Value Fund	Foreign Large Cap Equities	May 27, 2010	0.91%	11.24%	11.58%	5.21%	70
HIMCX	Hartford MidCap HLS Fund	Mid Cap Growth Equities	Jul 14, 1997	0.69%	7.97%	8.54%	21.15%	6
HIMDX	Hennessy Cornerstone Mid Cap 30 Fund Institutional...	Mid Cap Blend Equities	Mar 3, 2008	0.95%	19.37%	15.14%	0.88%	32
HIOIX	Fintrust Income and Opportunity Fund	Long-Short	Jan 20, 2016	2.19%	-5.04%	—	9.66%	5
HISCX	Hartford Small Cap Growth HLS Fund	Small Cap Growth Equities	May 2, 1994	0.64%	18.92%	10.57%	20.33%	52

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 PHSWX (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
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
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005

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.