Mutual Fund Screener

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Use the PortfoliosLab Mutual Fund Screener to filter mutual funds by category, asset class, expense ratio, trailing returns, and advanced risk metrics such as Sharpe ratio and maximum drawdown.

Compare funds side-by-side, review historical performance in one table, and add them directly to your portfolio for optimization.

7213 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
HMSIX	Hennessy Midstream Fund	Energy Equities	Dec 30, 2013	1.51%	15.74%	—	7.56%	32
HMVYX	Hartford MidCap Value Fund	Mid Cap Value Equities	Apr 30, 2001	0.88%	17.39%	10.47%	3.66%	46
HMXIX	AlphaCentric Premium Opportunity Fund	Options Trading	Sep 29, 2016	1.99%	7.65%	7.57%	5.69%	36
HNACX	Harbor Capital Appreciation Fund Retirement Class	Large Cap Growth Equities	—	0.57%	4.98%	—	10.66%	11
HNASX	Homestead Growth Fund	Large Cap Growth Equities	Jan 22, 2001	0.84%	2.38%	17.25%	14.50%	10
HNCYX	Hartford International Growth Fund	Foreign Large Cap Equities	Apr 29, 2001	0.95%	12.19%	9.26%	1.16%	22
HNDDX	Horizon Active Dividend Fund	Large Cap Value Equities	Dec 28, 2016	1.10%	10.00%	—	6.95%	78
HNDRX	Horizon Defined Risk Fund	Options Trading	Dec 27, 2017	1.04%	5.20%	—	0.20%	73
HNRIX	Hennessy Energy Transition Fund	Energy Equities	Dec 30, 2013	1.92%	16.10%	—	0.67%	36
HOBEX	Holbrook Income Fund	Short-Term Bond	Jul 6, 2016	1.60%	2.30%	—	5.86%	97
HOBIX	Holbrook Income Fund Class I	Intermediate Core-Plus Bond	Jul 6, 2016	1.05%	2.65%	—	6.36%	99
HOIBX	Homestead Intermediate Bond Fund	Intermediate Core Bond	May 1, 2019	0.81%	0.30%	—	3.69%	15
HOMPX	HW Opportunities MP Fund	Mid Cap Value Equities	Jan 27, 2021	0.00%	14.76%	—	3.15%	41
HOSBX	Homestead Funds Short Term Bond Fund	Short-Term Bond	Nov 5, 1991	0.79%	0.45%	2.02%	3.80%	36
HOSGX	Homestead Funds Short-Term Government Securities F...	Government Bonds	Apr 30, 1995	0.75%	0.22%	1.42%	3.23%	28
HOVLX	Homestead Funds Value Fund	Large Cap Value Equities	Nov 19, 1990	0.63%	9.83%	12.40%	8.76%	44
HQIFX	Hartford Equity Income Fund Class F	Large Cap Value Equities	Feb 28, 2017	0.64%	7.01%	—	12.13%	37
HQIIX	Hartford Equity Income Fund Class I	Dividend	Aug 28, 2003	0.76%	7.61%	11.66%	12.55%	42
HQIYX	The Hartford Equity Income Fund	Large Cap Value Equities	Aug 28, 2003	0.74%	7.58%	11.68%	12.18%	40
HRAAX	Hartford Growth Allocation Fund	Diversified Portfolio	May 27, 2004	0.53%	8.85%	9.94%	9.93%	54

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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