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
HUMDX	Huber Mid Cap Value Fund	Small Cap Value Equities	Dec 31, 2015	1.40%	3.73%	8.03%	0.74%	56
HUSIX	Huber Small Cap Value Fund	Small Cap Value Equities	Jun 29, 2007	1.75%	3.44%	9.49%	1.05%	48
HVEIX	HVIA Equity Fund	Large Cap Growth Equities	Oct 3, 2016	0.99%	-3.75%	—	8.04%	49
HWAIX	Hotchkis & Wiley Value Opportunities Fund	Large Cap Value Equities	Dec 31, 2002	0.94%	1.04%	12.93%	3.65%	53
HWCIX	Hotchkis & Wiley Diversified Value Fund	Large Cap Value Equities	Aug 30, 2004	0.80%	1.73%	12.46%	10.96%	66
HWGIX	Hotchkis & Wiley Global Value Fund	Global Equities	Dec 30, 2012	0.95%	-1.79%	10.45%	9.81%	45
HWLIX	Hotchkis & Wiley Large Cap Value Fund	Large Cap Value Equities	Jun 24, 1987	0.95%	1.82%	11.82%	7.98%	69
HWMIX	Hotchkis & Wiley Mid-Cap Value Fund	Mid Cap Value Equities	Jan 2, 1997	1.01%	8.28%	9.45%	1.29%	70
HWNIX	Hotchkis & Wiley International Value Fund	Foreign Large Cap Equities	Dec 30, 2015	0.95%	3.23%	10.43%	16.37%	87
HWSAX	Hotchkis & Wiley Small Cap Value Fund Class A	Small Cap Value Equities	Jun 10, 2000	1.21%	10.36%	10.38%	0.63%	53
HWSIX	Hotchkis & Wiley Small Cap Value Fund	Small Cap Value Equities	Sep 20, 1985	1.06%	10.43%	10.62%	0.91%	54
HWTIX	Hotchkis & Wiley International Small Cap Diversifi...	Foreign Small & Mid Cap Equities	Jun 29, 2020	0.99%	2.12%	—	4.58%	84
HWVIX	Hotchkis & Wiley Small Cap Diversified Value Fund	Small Cap Value Equities	Jun 30, 2014	0.80%	7.40%	10.55%	1.06%	55
IACIX	VY American Century Small-Mid Cap Value Portfolio	Mid Cap Value Equities	May 1, 2002	0.85%	3.60%	9.44%	9.03%	18
IAE	Voya Asia Pacific High Dividend Equity Income Fund	Asia Pacific Equities	Mar 27, 2007	0.02%	8.43%	9.95%	10.97%	87
IAF	Abrdn Australia Equity Fund Inc	Foreign Large Cap Equities	Sep 30, 1985	0.02%	0.45%	8.98%	11.54%	40
IALAX	Transamerica Capital Growth Fund	Large Cap Growth Equities	Mar 1, 1999	1.01%	-15.06%	13.28%	0.00%	13
IASMX	Guinness Atkinson Asia Focus Fund	Asia Pacific Equities	Apr 28, 1996	1.98%	2.06%	7.96%	6.78%	76
IAXIX	VY T. Rowe Price Diversified Mid Cap Growth Portfo...	Mid Cap Growth Equities	Dec 10, 2001	0.78%	-4.91%	12.36%	15.59%	14
IBGIX	VY Baron Growth Portfolio	Mid Cap Growth Equities	May 1, 2002	0.99%	-13.20%	3.84%	78.54%	1

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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