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
HDPBX	Hodges Blue Chip Equity Income Fund	Large Cap Blend Equities	Sep 10, 2009	1.30%	-4.12%	15.96%	5.15%	66
HDPMX	Hodges Fund	Mid Cap Blend Equities	Oct 9, 1992	1.17%	0.62%	12.72%	9.44%	66
HDPSX	Hodges Small Cap Fund	Small Cap Blend Equities	Dec 18, 2007	1.36%	7.20%	14.04%	7.13%	55
HDQVX	Janus Henderson International Dividend Fund Class ...	Global Equity Income	Aug 1, 2012	1.27%	3.23%	—	7.30%	70
HDSVX	Hodges Small Intrinsic Value Fund	Small Cap Value Equities	Dec 26, 2013	1.29%	3.74%	9.34%	1.05%	35
HDVYX	Hartford International Equity Fund	Foreign Large Cap Equities	Jun 30, 2008	0.63%	0.94%	8.48%	7.23%	79
HEOYX	Hartford Climate Opportunities Fund	Global Equities	Feb 28, 2016	0.79%	2.84%	10.75%	5.68%	58
HEQ	John Hancock Diversified Income Fund	Diversified Portfolio	May 26, 2011	0.02%	4.57%	7.18%	9.10%	76
HEQFX	Monteagle Opportunity Equity Fund	Mid Cap Blend Equities	Jun 10, 1998	1.71%	3.43%	9.20%	10.56%	53
HESGX	Horizon ESG Defensive Core Fund	Large Cap Blend Equities	Dec 27, 2019	1.02%	-4.19%	—	17.41%	43
HFAHX	Hartford Schroders International Contrarian Value ...	Foreign Large Cap Equities	Nov 8, 2023	0.80%	2.72%	—	6.18%	82
HFAJX	Hartford Schroders International Contrarian Value ...	Foreign Large Cap Equities	May 24, 2022	1.15%	2.65%	—	5.81%	81
HFCGX	Hennessy Cornerstone Growth Fund	Small Cap Blend Equities	Nov 1, 1996	1.34%	4.08%	11.78%	0.00%	50
HFCSX	Hennessy Focus Fund	Mid Cap Growth Equities	Jan 3, 1997	1.49%	0.79%	11.02%	48.08%	40
HFCVX	Hennessy Cornerstone Value Fund	Large Cap Value Equities	Nov 1, 1996	1.23%	8.80%	10.99%	6.80%	91
HFEAX	Janus Henderson European Focus Fund	Europe Equities	Aug 30, 2001	1.30%	-4.81%	8.13%	1.18%	48
HFEDX	Janus Henderson European Focus Fund Class D	Europe Equities	Aug 31, 2001	1.09%	-4.77%	—	1.39%	43
HFLGX	Hennessy Cornerstone Large Cap Growth Fund	Large Cap Value Equities	Mar 20, 2009	1.29%	4.15%	10.89%	5.82%	50
HFMDX	Hennessy Cornerstone Mid Cap 30 Fund	Mid Cap Blend Equities	Sep 17, 2003	1.36%	1.95%	12.72%	0.70%	31
HFQAX	Janus Henderson Global Equity Income Fund	Foreign Large Cap Equities	Nov 29, 2006	1.24%	7.10%	8.19%	6.23%	93

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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