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 | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | HABYX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | HABYX vs EINFX | |
| 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 25. 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 | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | HABYX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | HABYX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 90 | — | Jul 2010 | HABYX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | HABYX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 74 | — | Apr 1997 | HABYX vs GUGAX |
Top Performing HABYX Alternatives (YTD)
HABYX is at 0.51% YTD. There are 62 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Securities Fund | 2.89% | — | Feb 1984 | HABYX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | HABYX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | HABYX vs HOBIX | |
| Ancora Income Fund | 2.39% | — | Jan 2004 | HABYX vs AAIIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.21% | — | Sep 2007 | HABYX vs SEATX |
Lowest Volatility Alternatives to HABYX
HABYX has 4.11% 1-year volatility. There are 97 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.04% | — | Jun 2017 | HABYX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | HABYX vs ARINX | |
| ALPS/Smith Total Return Bond Fund | 1.90% | 3.25B | Jun 2018 | HABYX vs SMTRX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | HABYX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | HABYX vs LCTIX |
Lowest Drawdown Alternatives to HABYX
HABYX has a 1-year max drawdown of -3.06%. There are 82 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 | -1.16% | — | 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 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| The Hartford Growth Opportunities Fund Class I | Large Cap Growth Equities | 31 | 14.57% | — | Feb 2002 | HABYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 66 | 1.20% | — | May 2007 | HABYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 18 | 8.83% | — | Dec 1985 | HABYX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 51 | 8.56% | — | Apr 1998 | HABYX vs HGIYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 62 | 8.94% | — | Jul 1996 | HABYX vs HDGYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 56 | 12.21% | — | May 2010 | HABYX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 66 | 1.46% | — | May 2007 | HABYX vs HHMIX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 31 | 14.58% | — | Feb 2002 | HABYX vs HGOYX | |
| The Hartford Equity Income Fund | Large Cap Value Equities | 41 | 6.58% | — | Aug 2003 | HABYX vs HQIYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 93 | 36.03% | — | — | HABYX vs SEMNX |
Often Compared With HABYX
Investors most often compare HABYX with PRRIX, HBLYX, VGSBX. These 19 comparison targets span 8 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