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
HILAX	Hartford International Value Fund Class A	Foreign Large Cap Equities	May 28, 2010	1.18%	4.80%	10.77%	5.53%	90
HILYX	Hartford International Value Fund	Foreign Large Cap Equities	May 27, 2010	0.91%	4.83%	11.11%	5.53%	93
HIMCX	Hartford MidCap HLS Fund	Mid Cap Growth Equities	Jul 14, 1997	0.69%	-4.01%	7.62%	23.79%	9
HIMDX	Hennessy Cornerstone Mid Cap 30 Fund Institutional...	Mid Cap Blend Equities	Mar 3, 2008	0.95%	2.02%	13.12%	1.03%	24
HIOIX	Fintrust Income and Opportunity Fund	Long-Short	Jan 20, 2016	2.19%	-6.08%	—	9.77%	24
HISCX	Hartford Small Cap Growth HLS Fund	Small Cap Growth Equities	May 2, 1994	0.64%	0.41%	9.24%	24.08%	43
HISIX	Homestead International Equity Fund	Foreign Large Cap Equities	Jan 21, 2001	1.00%	4.10%	9.15%	10.45%	50
HJIGX	Hardman Johnston International Growth Fund	Foreign Large Cap Equities	Feb 13, 2018	1.00%	1.03%	—	2.99%	67
HJPNX	Hennessy Japan Fund	Japan Equities	Oct 30, 2003	1.44%	2.78%	8.84%	12.48%	39
HJPSX	Hennessy Japan Small Cap Fund	Japan Equities	Aug 30, 2007	1.57%	7.04%	10.41%	12.37%	79
HLEIX	JPMorgan Equity Index Fund Class I	Large Cap Blend Equities	Jul 2, 1991	0.38%	-3.30%	14.11%	0.95%	68
HLFNX	Hennessy Large Cap Financial Fund	Financials Equities	Jan 3, 1997	1.68%	-10.08%	10.77%	8.81%	21
HLGEX	JPMorgan Mid Cap Growth Fund	Mid Cap Growth Equities	Mar 2, 1989	0.89%	-4.54%	12.93%	9.88%	28
HLIEX	JPMorgan Equity Income Fund	Large Cap Value Equities	Jul 2, 1987	0.70%	2.63%	11.60%	10.58%	69
HLMGX	Harding Loevner Global Equity Portfolio	Global Equities	Nov 28, 1996	1.05%	-3.63%	9.66%	21.78%	26
HLMIX	Harding Loevner International Equity Portfolio	Foreign Large Cap Equities	May 10, 1994	0.79%	4.27%	9.09%	14.33%	84
HLMSX	Harding Loevner International Small Companies Port...	Foreign Small & Mid Cap Equities	Mar 25, 2007	1.37%	-1.82%	5.55%	4.11%	28
HLQVX	JPMorgan Large Cap Value Fund	Large Cap Value Equities	Mar 1, 1991	0.69%	0.00%	13.20%	8.00%	54
HMCNX	Harbor Mid Cap Fund	Mid Cap Blend Equities	Dec 2, 2019	1.24%	4.43%	—	2.40%	59
HMDYX	The Hartford MidCap Fund	Mid Cap Growth Equities	Dec 31, 1997	0.79%	-4.06%	8.12%	19.36%	11

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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