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
HMSFX	Hennessy Midstream Fund Investor Class	MLPs	Dec 31, 2013	1.75%	15.84%	—	7.83%	19
HMSIX	Hennessy Midstream Fund	Energy Equities	Dec 30, 2013	1.51%	15.98%	—	7.40%	23
HMVYX	Hartford MidCap Value Fund	Mid Cap Value Equities	Apr 30, 2001	0.88%	3.85%	9.39%	4.14%	40
HNACX	Harbor Capital Appreciation Fund Retirement Class	Large Cap Growth Equities	—	0.57%	-9.39%	—	12.35%	29
HNASX	Homestead Growth Fund	Large Cap Growth Equities	Jan 22, 2001	0.84%	-10.01%	15.86%	17.01%	24
HNCYX	Hartford International Growth Fund	Foreign Large Cap Equities	Apr 29, 2001	0.95%	-5.87%	7.53%	1.38%	34
HNDDX	Horizon Active Dividend Fund	Large Cap Value Equities	Dec 28, 2016	1.10%	0.08%	—	6.54%	84
HNRIX	Hennessy Energy Transition Fund	Energy Equities	Dec 30, 2013	1.92%	29.70%	—	0.60%	88
HOMPX	HW Opportunities MP Fund	Mid Cap Value Equities	Jan 27, 2021	0.00%	7.44%	—	3.36%	57
HOVLX	Homestead Funds Value Fund	Large Cap Value Equities	Nov 19, 1990	0.63%	2.20%	12.00%	10.39%	67
HQIFX	Hartford Equity Income Fund Class F	Large Cap Value Equities	Feb 28, 2017	0.64%	0.50%	—	12.98%	42
HQIYX	The Hartford Equity Income Fund	Large Cap Value Equities	Aug 28, 2003	0.74%	1.07%	11.55%	13.03%	53
HRAUX	Carillon Eagle Mid Cap Growth Fund Class R6	Mid Cap Growth Equities	—	0.66%	-3.12%	11.43%	14.30%	22
HRCPX	Carillon ClariVest Capital Appreciation Fund	Large Cap Growth Equities	Dec 12, 1985	1.00%	-5.95%	15.93%	4.38%	65
HRCVX	Carillon Eagle Growth & Income Fund	Large Cap Value Equities	Dec 15, 1986	0.96%	2.51%	10.87%	19.33%	76
HRIIX	Hood River International Opportunity Fund Investor...	Foreign Small & Mid Cap Equities	Aug 11, 2023	1.51%	14.30%	—	5.04%	97
HRIOX	Hood River International Opportunity Fund	Foreign Small & Mid Cap Equities	Sep 27, 2021	1.50%	14.32%	—	5.14%	97
HRMDX	Heartland Mid Cap Value Fund	Mid Cap Value Equities	Oct 31, 2014	1.10%	5.76%	10.10%	2.06%	17
HRSCX	Carillon Eagle Small Cap Growth Fund	Small Cap Growth Equities	May 7, 1993	1.06%	1.47%	8.32%	8.30%	53
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	Jan 2, 2003	1.09%	8.90%	18.18%	3.88%	87

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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