Hartford Conservative Allocation Fund (HCVAX) Alternatives
Hartford Conservative Allocation Fund (HCVAX) 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 HCVAX. 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 HCVAX
HCVAX charges 0.59% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among HCVAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | HCVAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | HCVAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | HCVAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | HCVAX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | HCVAX vs FYMIX |
Best Risk-Adjusted Alternatives to HCVAX
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 | HCVAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | HCVAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | HCVAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | HCVAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | HCVAX vs PMAIX |
Top Performing HCVAX Alternatives (YTD)
HCVAX 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 | HCVAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | HCVAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | HCVAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | HCVAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | HCVAX vs CONWX |
Lowest Volatility Alternatives to HCVAX
HCVAX 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 | HCVAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | HCVAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | HCVAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | HCVAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | HCVAX vs SICIX |
Lowest Drawdown Alternatives to HCVAX
HCVAX 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 | HCVAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | HCVAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | HCVAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | HCVAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | HCVAX vs SICIX |
Other Mutual Funds from Hartford
Most popular Hartford mutual funds on PortfoliosLab, across asset classes.
Often Compared With HCVAX
What investors most often compare with HCVAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| TCW Conservative Allocation Fund | Diversified Portfolio | 44 | -1.52% | Nov 15, 2006 | HCVAX vs TGPCX | |
| Meeder Conservative Allocation Fund | Diversified Portfolio | 54 | -1.66% | Jun 20, 1995 | HCVAX vs FLRUX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | HCVAX vs TPDAX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | HCVAX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | HCVAX vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | HCVAX vs WWWEX |
Compare HCVAX with Any Fund or Stock
Compare HCVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.