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 a closer substitute for your current allocation.
Cheapest Alternatives to HCVAX
HCVAX charges 0.59% annually. There are 225 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 | HCVAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | HCVAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | HCVAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | HCVAX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | HCVAX vs BWBIX |
Best Risk-Adjusted Alternatives to HCVAX
HCVAX has a PortfoliosLab risk / return rank of 55. There are 336 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 | HCVAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | HCVAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | HCVAX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | HCVAX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | HCVAX vs FSRRX |
Top Performing HCVAX Alternatives (YTD)
HCVAX is at 3.69% YTD. There are 447 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | HCVAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | HCVAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | HCVAX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | HCVAX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | HCVAX vs BRUFX |
Lowest Volatility Alternatives to HCVAX
HCVAX has 5.98% 1-year volatility. There are 89 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | HCVAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | HCVAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | HCVAX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | HCVAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | HCVAX vs CSTAX |
Lowest Drawdown Alternatives to HCVAX
HCVAX has a 1-year max drawdown of -4.67%. There are 104 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 | HCVAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | HCVAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | HCVAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | HCVAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | HCVAX 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 | 9 | 1.75% | — | Feb 2002 | HCVAX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 40 | 0.04% | — | May 2007 | HCVAX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 40 | 9.90% | — | Dec 1985 | HCVAX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 38 | 6.76% | — | Apr 1998 | HCVAX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 53 | 3.90% | — | Jul 2006 | HCVAX vs HBLYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 89 | 18.21% | — | May 2010 | HCVAX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 63 | 0.18% | — | May 2007 | HCVAX vs HHMIX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 88 | 12.49% | — | Jul 1996 | HCVAX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 9 | 1.74% | — | Feb 2002 | HCVAX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 71 | 19.30% | — | — | HCVAX vs SEMNX |
Often Compared With HCVAX
Investors most often compare HCVAX with TGPCX, FLRUX, BLNDX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare HCVAX with Any Fund or Stock
Compare HCVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HCVAX with funds that move differently
Hartford Conservative Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HCVAX.
Explore HCVAX Diversifiers