HABYX Alternatives & Similar Mutual Funds

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 15 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
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	HABYX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	HABYX vs SSASX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	HABYX vs EINFX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	HABYX vs TIBDX
BCOIX	Baird Core Plus Bond Fund	0.30%	—	Sep 2000	HABYX vs BCOIX

Best Risk-Adjusted Alternatives to HABYX

HABYX has a PortfoliosLab risk / return rank of 11. There are 86 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	98	—	Jul 2016	HABYX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	86	—	Jul 2010	HABYX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	80	—	Jul 2010	HABYX vs LCTRX
GUGAX	GMO Multi-Sector Fixed Income Fund	76	—	Apr 1997	HABYX vs GUGAX
MDVAX	MassMutual Diversified Bond Fund	75	—	May 1999	HABYX vs MDVAX

Top Performing HABYX Alternatives (YTD)

HABYX is at -0.67% YTD. There are 87 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.45%.

Symbol	Name	YTD Return	AUM	Inception
MDVAX	MassMutual Diversified Bond Fund	2.45%	—	May 1999	HABYX vs MDVAX
PGSIX	Putnam Mortgage Securities Fund	2.41%	—	Feb 1984	HABYX vs PGSIX
NPCT	Nuveen Core Plus Impact Fund	2.40%	—	Apr 2021	HABYX vs NPCT
HOBIX	Holbrook Income Fund Class I	2.33%	—	Jul 2016	HABYX vs HOBIX
TNUIX	1290 Diversified Bond Fund	2.17%	—	Jul 2015	HABYX vs TNUIX

Lowest Volatility Alternatives to HABYX

HABYX has 3.86% 1-year volatility. There are 88 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.12%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.12%	—	Jun 2017	HABYX vs AMFIX
ARINX	Archer Income Fund	1.81%	—	Mar 2011	HABYX vs ARINX
HOBIX	Holbrook Income Fund Class I	1.98%	—	Jul 2016	HABYX vs HOBIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	2.00%	—	Jul 2010	HABYX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	2.05%	—	Jul 2010	HABYX vs LCTIX

Lowest Drawdown Alternatives to HABYX

HABYX has a 1-year max drawdown of -3.06%. There are 84 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
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	HABYX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	HABYX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.00%	—	Apr 1997	HABYX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	HABYX vs LCTRX
LCTIX	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
HGOIX	The Hartford Growth Opportunities Fund Class I	Large Cap Growth Equities	16	6.25%	—	Feb 2002	HABYX vs HGOIX
HSNIX	The Hartford Strategic Income Fund	Multisector Bonds	29	0.17%	—	May 2007	HABYX vs HSNIX
SCIEX	Hartford Schroders International Stock Fund Class ...	Foreign Large Cap Equities	39	10.08%	—	Dec 1985	HABYX vs SCIEX
HGIYX	Hartford Core Equity Fund	Large Cap Blend Equities	51	9.36%	—	Apr 1998	HABYX vs HGIYX
HBLYX	The Hartford Balanced Income Fund	Diversified Portfolio	53	4.45%	—	Jul 2006	HABYX vs HBLYX
HILYX	Hartford International Value Fund	Foreign Large Cap Equities	88	17.69%	—	May 2010	HABYX vs HILYX
HHMIX	Hartford Municipal Opportunities Fund	Municipal Bonds	49	0.18%	—	May 2007	HABYX vs HHMIX
HDGYX	The Hartford Dividend and Growth Fund	Large Cap Value Equities	93	14.48%	—	Jul 1996	HABYX vs HDGYX
HGOYX	The Hartford Growth Opportunities Fund	Large Cap Growth Equities	16	6.26%	—	Feb 2002	HABYX vs HGOYX
SEMNX	Hartford Schroders Emerging Markets Equity Fund Cl...	Emerging Markets Equities	74	22.44%	—	—	HABYX vs SEMNX

Often Compared With HABYX

Investors most often compare HABYX with PRRIX, HQIYX, AAIIX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PRRIX	PIMCO Real Return Fund	Inflation-Protected Bonds	11	-0.21%	—	Jan 1997	HABYX vs PRRIX
HQIYX	The Hartford Equity Income Fund	Dividend, Large Cap Value Equities	84	12.13%	—	Aug 2003	HABYX vs HQIYX
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	21	2.03%	—	Jan 2004	HABYX vs AAIIX
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	10	-0.65%	—	Dec 2007	HABYX vs BCPIX
VGSBX	VY BrandywineGLOBAL - Bond Portfolio	Intermediate Core-Plus Bond	44	0.79%	—	Feb 2015	HABYX vs VGSBX
SSMKX	State Street Small/Mid Cap Equity Index Fund	Mid Cap Blend Equities	56	15.37%	—	Aug 2015	HABYX vs SSMKX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	75	11.75%	—	Sep 2014	HABYX vs SSSYX
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond, Investment Grade Bonds	17	-0.32%	—	Jun 2018	HABYX vs MWIGX
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	17	-0.08%	—	Nov 2018	HABYX vs TGRNX
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	26	0.69%	—	Dec 2006	HABYX vs LMSMX
SMTRX	ALPS/Smith Total Return Bond Fund	Intermediate Core-Plus Bond	—	—	3.25B	Jun 2018	HABYX vs SMTRX
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	23	0.45%	—	Jun 1993	HABYX vs TGLMX
TISCX	TIAA-CREF Social Choice Equity Fund	Large Cap Blend Equities	60	13.53%	—	Jul 1999	HABYX vs TISCX
SSGVX	State Street Global All Cap Equity ex-U.S.Index Po...	Foreign Large Cap Equities	76	13.87%	—	Sep 2014	HABYX vs SSGVX
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	9	0.66%	—	Nov 2010	HABYX vs JLGMX
BILDX	DoubleLine Infrastructure Income Fund	Intermediate Core-Plus Bond	24	0.45%	—	Apr 2016	HABYX vs BILDX
VMFXX	Vanguard Federal Money Market Fund	Money Market	—	1.80%	0.00	Jul 1981	HABYX vs VMFXX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	39	1.08%	—	Sep 2007	HABYX vs SEATX
TILGX	TIAA-CREF Large-Cap Growth Fund Institutional Clas...	Large Cap Growth Equities	15	3.37%	—	Mar 2006	HABYX vs TILGX
VAIPX	Vanguard Inflation-Protected Securities Fund Admir...	Inflation-Protected Bonds	15	0.45%	28.20B	Jun 2005	HABYX vs VAIPX

Compare HABYX with Any Fund or Stock

Compare HABYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

The Hartford Total Return Bond Fund (HABYX) Alternatives