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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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Janus Henderson Global Equity Income Fund Class TGlobal Equity IncomeNov 30, 20060.95%
7.18%
6.41%
91
Hundredfold Select Alternative Fund Investor ClassTactical Allocation1.75%
-0.54%
8.42%
9.80%
83
Hartford Schroders International Contrarian Value ...Foreign Large Cap EquitiesMay 24, 20220.70%
2.78%
6.28%
82
Hartford Schroders International Contrarian Value ...Foreign Large Cap EquitiesMay 24, 20220.85%
2.72%
6.13%
82
The Hartford Healthcare FundHealth & Biotech EquitiesApr 30, 20001.00%
-3.98%
9.16%
3.00%
18
Hartford Core Equity Fund Class FLarge Cap Blend EquitiesApr 30, 19980.36%
-2.84%
12.30%
53
Hartford Core Equity FundLarge Cap Blend EquitiesApr 30, 19980.45%
-2.89%
13.54%
12.02%
61
The Hartford Growth Opportunities Fund Class ILarge Cap Growth EquitiesFeb 19, 20020.82%
-8.10%
15.05%
6.90%
32
The Hartford Growth Opportunities FundLarge Cap Growth EquitiesFeb 19, 20020.84%
-8.09%
15.11%
6.05%
31
Hartford Global Impact FundGlobal EquitiesFeb 27, 20170.89%
-0.36%
0.54%
24
NexPoint Event Driven FundLong-ShortMay 4, 20081.69%
-6.17%
3.93%
0.00%
3
Hamlin High Dividend Equity FundLarge Cap Value EquitiesMar 30, 20121.15%
1.42%
10.91%
4.22%
37
Hartford Capital Appreciation HLS FundLarge Cap Blend EquitiesApr 2, 19840.67%
-4.51%
11.67%
13.57%
46
Hartford Dividend and Growth HLS FundLarge Cap Value EquitiesMar 9, 19940.66%
-1.40%
12.16%
18.98%
57
Hartford Disciplined Equity HLS FundLarge Cap Blend EquitiesMay 29, 19980.60%
-2.98%
13.14%
10.90%
53
Hartford Healthcare HLS FundHealth & Biotech EquitiesApr 30, 20000.91%
-3.92%
8.43%
5.48%
17
Hartford International Opportunities HLS FundForeign Large Cap EquitiesJul 2, 19900.74%
0.44%
8.25%
2.26%
69
Hartford Small Company HLS FundSmall Cap Growth EquitiesAug 9, 19960.77%
-3.31%
11.32%
0.41%
37
Harbor Diversified International All Cap FundForeign Large Cap EquitiesNov 2, 20151.16%
2.36%
7.87%
7.89%
72
Harbor International Small Cap FundForeign Small & Mid Cap EquitiesJan 31, 20161.32%
1.99%
8.74%
62

Rows per page

1601–1620 of 3625

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.

0%Annualized Volatility0%Annualized Return

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