The Hartford Total Return Bond Fund (HABYX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HABYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HABYX
HABYX charges 0.39% annually. There are 14 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | HABYX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | HABYX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | HABYX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | HABYX vs TIBDX | |
| Brandes Core Plus Fixed Income Fund | 0.30% | — | Dec 2007 | HABYX vs BCPIX |
Best Risk-Adjusted Alternatives to HABYX
HABYX has a PortfoliosLab risk / return rank of 23. There are 75 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | HABYX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 95 | — | Jul 2010 | HABYX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | — | Jul 2010 | HABYX vs LCTRX | |
| GMO Multi-Sector Fixed Income Fund | 89 | — | Apr 1997 | HABYX vs GUGAX | |
| MassMutual Diversified Bond Fund | 88 | — | May 1999 | HABYX vs MDVAX |
Top Performing HABYX Alternatives (YTD)
HABYX is at -0.23% YTD. There are 74 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.56% | — | Apr 2021 | HABYX vs NPCT | |
| 1290 Diversified Bond Fund | 3.25% | — | Jul 2015 | HABYX vs TNUIX | |
| MassMutual Diversified Bond Fund | 2.69% | — | May 1999 | HABYX vs MDVAX | |
| Holbrook Income Fund Class I | 2.55% | — | Jul 2016 | HABYX vs HOBIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.44% | — | Sep 2007 | HABYX vs SEATX |
Lowest Volatility Alternatives to HABYX
HABYX has 3.97% 1-year volatility. There are 88 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.15% | — | Jun 2017 | HABYX vs AMFIX | |
| Archer Income Fund | 1.81% | — | Mar 2011 | HABYX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.96% | — | Jul 2010 | HABYX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.01% | — | Jul 2010 | HABYX vs LCTIX | |
| Holbrook Income Fund Class I | 2.04% | — | Jul 2016 | HABYX vs HOBIX |
Lowest Drawdown Alternatives to HABYX
HABYX has a 1-year max drawdown of -3.06%. There are 81 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | HABYX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | HABYX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | HABYX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | HABYX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | HABYX vs LCTIX |
Other Mutual Funds from Hartford
The 10 most viewed Hartford mutual funds shown here include HGOIX, HSNIX, SCIEX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| The Hartford Growth Opportunities Fund Class I | Large Cap Growth Equities | 15 | 7.52% | — | Feb 2002 | HABYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 57 | 0.82% | — | May 2007 | HABYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 24 | 7.26% | — | Dec 1985 | HABYX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 43 | 7.81% | — | Apr 1998 | HABYX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 38 | 3.36% | — | Jul 2006 | HABYX vs HBLYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 69 | 1.39% | — | May 2007 | HABYX vs HHMIX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 73 | 13.01% | — | May 2010 | HABYX vs HILYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 79 | 10.87% | — | Jul 1996 | HABYX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 15 | 7.52% | — | Feb 2002 | HABYX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 78 | 22.18% | — | — | HABYX vs SEMNX |
Often Compared With HABYX
Investors most often compare HABYX with PRRIX, HQIYX, AAIIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare HABYX with Any Fund or Stock
Compare HABYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HABYX with funds that move differently
The Hartford Total Return Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HABYX.
Explore HABYX Diversifiers