The Hartford Total Return Bond Fund (HABYX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HABYX
HABYX charges 0.39% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among HABYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | HABYX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | HABYX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | HABYX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | HABYX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | HABYX vs BCOIX |
Best Risk-Adjusted Alternatives to HABYX
Among mutual funds in the Intermediate Core-Plus Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | HABYX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | HABYX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | HABYX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | HABYX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | HABYX vs MDVAX |
Top Performing HABYX Alternatives (YTD)
HABYX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | HABYX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | HABYX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | HABYX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | HABYX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | HABYX vs TGLMX |
Lowest Volatility Alternatives to HABYX
HABYX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | HABYX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | HABYX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | HABYX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | HABYX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | HABYX vs TGRNX |
Lowest Drawdown Alternatives to HABYX
HABYX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | HABYX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | HABYX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | HABYX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | HABYX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | HABYX vs MWIGX |
Other Mutual Funds from Hartford
Most popular Hartford mutual funds on PortfoliosLab, across asset classes.
Often Compared With HABYX
What investors most often compare with HABYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO Real Return Fund | Inflation-Protected Bonds | 40 | -0.43% | Jan 28, 1997 | HABYX vs PRRIX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | HABYX vs AAIIX | |
| VY BrandywineGLOBAL - Bond Portfolio | Intermediate Core-Plus Bond | 68 | 0.21% | Feb 20, 2015 | HABYX vs VGSBX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 53 | -0.55% | Dec 28, 2007 | HABYX vs BCPIX |
Compare HABYX with Any Fund or Stock
Compare HABYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.