Hartford Balanced HLS Fund (HADAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HADAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HADAX
HADAX charges 0.62% annually. There are 253 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | HADAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | HADAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | HADAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | HADAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | HADAX vs VTMFX |
Best Risk-Adjusted Alternatives to HADAX
HADAX has a PortfoliosLab risk / return rank of 35. There are 466 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | HADAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | HADAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | HADAX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | HADAX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | HADAX vs AYBLX |
Top Performing HADAX Alternatives (YTD)
HADAX is at 5.33% YTD. There are 377 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | HADAX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | HADAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | HADAX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | HADAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | HADAX vs TIBIX |
Lowest Volatility Alternatives to HADAX
HADAX has 9.09% 1-year volatility. There are 324 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | HADAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | HADAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | HADAX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | HADAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | HADAX vs CSTAX |
Lowest Drawdown Alternatives to HADAX
HADAX has a 1-year max drawdown of -6.99%. There are 344 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | HADAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | HADAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | HADAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | HADAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | HADAX vs CSTAX |
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 | 8.76% | — | Feb 2002 | HADAX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 63 | 1.08% | — | May 2007 | HADAX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 27 | 8.70% | — | Dec 1985 | HADAX vs SCIEX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 43 | 3.29% | — | Jul 2006 | HADAX vs HBLYX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 48 | 8.99% | — | Apr 1998 | HADAX vs HGIYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 70 | 1.39% | — | May 2007 | HADAX vs HHMIX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 78 | 14.10% | — | May 2010 | HADAX vs HILYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 83 | 11.01% | — | Jul 1996 | HADAX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 15 | 8.75% | — | Feb 2002 | HADAX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 78 | 24.49% | — | — | HADAX vs SEMNX |
Often Compared With HADAX
Investors most often compare HADAX with ABALX, CONWX, BERIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare HADAX with Any Fund or Stock
Compare HADAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HADAX with funds that move differently
Hartford Balanced HLS Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HADAX.
Explore HADAX Diversifiers