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
HSGFX	Hussman Strategic Growth Fund	Long-Short	Jul 24, 2000	1.15%	-6.15%	-2.67%	2.48%	0
HSLYX	Hartford Small Cap Growth Fund	Small Cap Growth Equities	Feb 19, 2002	0.87%	18.66%	10.33%	6.24%	52
HSMYX	Hartford Small Cap Value Fund	Small Cap Value Equities	Dec 31, 2004	0.85%	17.59%	11.09%	5.68%	49
HSPGX	Emerald Growth Fund	Small Cap Growth Equities	Oct 1, 1992	1.03%	27.70%	16.41%	9.98%	87
HSSAX	Emerald Finance and Banking Innovation Fund	Financials Equities	Feb 18, 1997	1.71%	-0.88%	4.12%	0.00%	7
HSTAX	Hartford Stock HLS Fund	Large Cap Blend Equities	Aug 31, 1977	0.51%	2.08%	10.70%	15.49%	11
HSTIX	Homestead Stock Index Fund	Large Cap Blend Equities	Oct 28, 1999	0.50%	8.35%	14.99%	1.68%	68
HSTRX	Hussman Strategic Total Return Fund	Tactical Allocation	Sep 11, 2002	0.75%	3.42%	5.07%	2.37%	93
HSWYX	Hartford Schroders International Stock Fund Class ...	Foreign Large Cap Equities	Oct 24, 2016	0.82%	6.59%	—	2.55%	18
HTDIX	Tactical Dividend and Momentum Fund	Tactical Allocation	Sep 8, 2015	1.40%	6.22%	7.28%	0.00%	57
HTECX	Hennessy Technology Fund	Technology Equities	Jan 31, 2002	1.23%	16.03%	14.55%	18.24%	31
HUDIX	Huber Large Cap Value Fund	Large Cap Value Equities	Dec 31, 2012	1.15%	6.89%	10.83%	1.03%	51
HULIX	Huber Select Large Cap Value Fund	Large Cap Value Equities	Jun 29, 2007	1.39%	5.13%	12.48%	1.11%	26
HUMDX	Huber Mid Cap Value Fund	Small Cap Value Equities	Dec 31, 2015	1.40%	13.40%	8.37%	0.67%	60
HUSIX	Huber Small Cap Value Fund	Small Cap Value Equities	Jun 29, 2007	1.75%	13.48%	9.92%	0.95%	33
HVEIX	HVIA Equity Fund	Large Cap Growth Equities	Oct 3, 2016	0.99%	6.39%	—	7.27%	37
HWAIX	Hotchkis & Wiley Value Opportunities Fund	Large Cap Value Equities	Dec 31, 2002	0.94%	7.32%	13.51%	3.44%	30
HWCIX	Hotchkis & Wiley Diversified Value Fund	Large Cap Value Equities	Aug 30, 2004	0.80%	8.26%	12.95%	10.30%	59
HWGIX	Hotchkis & Wiley Global Value Fund	Global Equities	Dec 30, 2012	0.95%	6.63%	11.37%	9.03%	31
HWLIX	Hotchkis & Wiley Large Cap Value Fund	Large Cap Value Equities	Jun 24, 1987	0.95%	8.31%	12.26%	7.50%	68

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.