Hartford Balanced HLS Fund (HADAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HADAX
HADAX charges 0.62% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among HADAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | HADAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | HADAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | HADAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | HADAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | HADAX vs BWBIX |
Best Risk-Adjusted Alternatives to HADAX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | HADAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | HADAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | HADAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | HADAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | HADAX vs PMAIX |
Top Performing HADAX Alternatives (YTD)
HADAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | HADAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | HADAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | HADAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | HADAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | HADAX vs CONWX |
Lowest Volatility Alternatives to HADAX
HADAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | HADAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | HADAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | HADAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | HADAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | HADAX vs SICIX |
Lowest Drawdown Alternatives to HADAX
HADAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | HADAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | HADAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | HADAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | HADAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | HADAX vs SICIX |
Other Mutual Funds from Hartford
Most popular Hartford mutual funds on PortfoliosLab, across asset classes.
Often Compared With HADAX
What investors most often compare with HADAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| American Funds American Balanced Fund Class A | Diversified Portfolio | 81 | -2.86% | Jul 26, 1975 | HADAX vs ABALX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | HADAX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | HADAX vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | HADAX vs WWWEX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | HADAX vs TPDAX |
Compare HADAX with Any Fund or Stock
Compare HADAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.