Mutual Fund Screener

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.

No active filters, add you first filter to start

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
HFSFX	Hartford Schroders International Contrarian Value ...	Foreign Large Cap Equities	May 24, 2022	0.70%	6.35%	—	6.07%	84
HFSIX	Hartford Schroders International Contrarian Value ...	Foreign Large Cap Equities	May 24, 2022	0.85%	6.34%	—	5.92%	83
HGHYX	The Hartford Healthcare Fund	Health & Biotech Equities	Apr 30, 2000	1.00%	-2.20%	9.36%	2.95%	19
HGIFX	Hartford Core Equity Fund Class F	Large Cap Blend Equities	Apr 30, 1998	0.36%	-0.26%	—	11.98%	57
HGIYX	Hartford Core Equity Fund	Large Cap Blend Equities	Apr 30, 1998	0.45%	-0.27%	13.84%	11.70%	68
HGLB	Highland Global Allocation Fund	Global Allocation	Jan 5, 1998	0.02%	-8.30%	—	12.88%	10
HGOIX	The Hartford Growth Opportunities Fund Class I	Large Cap Growth Equities	Feb 19, 2002	0.82%	-5.48%	15.38%	6.70%	37
HGOYX	The Hartford Growth Opportunities Fund	Large Cap Growth Equities	Feb 19, 2002	0.84%	-5.48%	15.43%	5.89%	34
HGXIX	Hartford Global Impact Fund	Global Equities	Feb 27, 2017	0.89%	3.58%	—	0.52%	32
HHCZX	NexPoint Event Driven Fund	Long-Short	May 4, 2008	1.69%	-6.06%	3.94%	0.00%	2
HHDVX	Hamlin High Dividend Equity Fund	Large Cap Value Equities	Mar 30, 2012	1.15%	3.59%	11.14%	4.13%	47
HHMIX	Hartford Municipal Opportunities Fund	Municipal Bonds	May 30, 2007	0.44%	0.46%	2.34%	3.37%	48
HIABX	Hartford Total Return Bond HLS Fund	Intermediate Core-Plus Bond	Aug 31, 1977	0.50%	0.42%	1.43%	5.56%	23
HIACX	Hartford Capital Appreciation HLS Fund	Large Cap Blend Equities	Apr 2, 1984	0.67%	-2.14%	11.94%	13.24%	52
HIADX	Hartford Dividend and Growth HLS Fund	Large Cap Value Equities	Mar 9, 1994	0.66%	1.05%	12.44%	18.52%	63
HIAGX	Hartford Disciplined Equity HLS Fund	Large Cap Blend Equities	May 29, 1998	0.60%	-0.39%	13.44%	10.61%	58
HIAHX	Hartford Healthcare HLS Fund	Health & Biotech Equities	Apr 30, 2000	0.91%	-2.13%	8.63%	5.38%	18
HIAOX	Hartford International Opportunities HLS Fund	Foreign Large Cap Equities	Jul 2, 1990	0.74%	4.67%	8.69%	2.17%	77
HIASX	Hartford Small Company HLS Fund	Small Cap Growth Equities	Aug 9, 1996	0.77%	-0.95%	11.58%	0.40%	39
HIBIX	Virtus Newfleet Low Duration Core Plus Bond Fund	Short-Term Bond	Feb 23, 1996	0.50%	0.35%	2.73%	4.22%	90

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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