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
HRTVX	Heartland Value Fund	Small Cap Value Equities	Dec 28, 1984	1.04%	9.00%	11.31%	8.52%	85
HRVIX	Heartland Value Plus Fund	Small Cap Value Equities	Oct 26, 1993	1.15%	6.20%	8.55%	0.58%	42
HSAFX	Hussman Strategic Allocation Fund	Tactical Allocation	Aug 26, 2019	1.25%	1.61%	—	1.41%	12
HSCSX	Homestead Small Company Stock Fund	Small Cap Blend Equities	Mar 4, 1998	1.06%	1.34%	6.69%	10.74%	38
HSCYX	The Hartford Small Company Fund	Small Cap Growth Equities	Jul 22, 1996	0.91%	-3.30%	11.67%	0.00%	38
HSFNX	Hennessy Small Cap Financial Fund	Financials Equities	Jan 3, 1997	1.58%	4.08%	9.75%	10.56%	44
HSGFX	Hussman Strategic Growth Fund	Long-Short	Jul 24, 2000	1.15%	2.99%	-2.02%	2.26%	1
HSLYX	Hartford Small Cap Growth Fund	Small Cap Growth Equities	Feb 19, 2002	0.87%	0.25%	9.02%	7.39%	42
HSMYX	Hartford Small Cap Value Fund	Small Cap Value Equities	Dec 31, 2004	0.85%	3.24%	9.81%	6.47%	33
HSPGX	Emerald Growth Fund	Small Cap Growth Equities	Oct 1, 1992	1.03%	1.75%	14.09%	12.52%	78
HSSAX	Emerald Finance and Banking Innovation Fund	Financials Equities	Feb 18, 1997	1.71%	-8.24%	3.91%	0.00%	7
HSTAX	Hartford Stock HLS Fund	Large Cap Blend Equities	Aug 31, 1977	0.51%	-4.93%	10.08%	16.63%	12
HSTIX	Homestead Stock Index Fund	Large Cap Blend Equities	Oct 28, 1999	0.50%	-3.14%	13.92%	1.88%	68
HSTRX	Hussman Strategic Total Return Fund	Tactical Allocation	Sep 11, 2002	0.75%	3.32%	5.42%	1.98%	94
HSWYX	Hartford Schroders International Stock Fund Class ...	Foreign Large Cap Equities	Oct 24, 2016	0.82%	-2.67%	—	2.79%	38
HTD	John Hancock Tax-Advantaged Dividend Income Fund	Dividend	Feb 25, 2004	0.01%	9.49%	9.08%	7.23%	74
HTDIX	Tactical Dividend and Momentum Fund	Tactical Allocation	Sep 8, 2015	1.40%	-1.47%	6.41%	0.00%	68
HTECX	Hennessy Technology Fund	Technology Equities	Jan 31, 2002	1.23%	-4.54%	12.51%	22.16%	37
HUDIX	Huber Large Cap Value Fund	Large Cap Value Equities	Dec 31, 2012	1.15%	0.11%	10.55%	1.09%	63
HULIX	Huber Select Large Cap Value Fund	Large Cap Value Equities	Jun 29, 2007	1.39%	-0.06%	12.36%	1.17%	45

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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