Hartford Climate Opportunities Fund (HEOYX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HEOYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HEOYX
HEOYX charges 0.79% annually. There are 69 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | HEOYX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | HEOYX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | HEOYX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | HEOYX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | HEOYX vs UCEQX |
Best Risk-Adjusted Alternatives to HEOYX
HEOYX has a PortfoliosLab risk / return rank of 29. There are 167 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | HEOYX vs LVAFX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | HEOYX vs FMIEX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | HEOYX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | HEOYX vs EPSYX | |
| Polaris Global Value Fund | 95 | — | May 1998 | HEOYX vs PGVFX |
Top Performing HEOYX Alternatives (YTD)
HEOYX is at 12.29% YTD. There are 70 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 24.97% | — | Jan 2017 | HEOYX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 24.78% | — | — | HEOYX vs YFSNX | |
| LSV Global Value Fund | 24.67% | — | Jun 2014 | HEOYX vs LVAGX | |
| T. Rowe Price Global Technology Fund I Class | 23.72% | — | Nov 2016 | HEOYX vs PGTIX | |
| MainStay Epoch Global Equity Yield Fund | 21.42% | — | Dec 2005 | HEOYX vs EPSYX |
Lowest Volatility Alternatives to HEOYX
HEOYX has 17.54% 1-year volatility. There are 192 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.87% | — | Dec 2015 | HEOYX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.90% | — | Dec 1996 | HEOYX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | HEOYX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.01% | 2.00B | Dec 2013 | HEOYX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.42% | — | Jul 2006 | HEOYX vs SVTAX |
Lowest Drawdown Alternatives to HEOYX
HEOYX has a 1-year max drawdown of -10.53%. There are 123 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | HEOYX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | HEOYX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | HEOYX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | HEOYX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | HEOYX vs SGMAX |
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 | HEOYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 40 | 0.04% | — | May 2007 | HEOYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 40 | 9.90% | — | Dec 1985 | HEOYX vs SCIEX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 53 | 3.90% | — | Jul 2006 | HEOYX vs HBLYX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 38 | 6.76% | — | Apr 1998 | HEOYX vs HGIYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 89 | 18.21% | — | May 2010 | HEOYX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 63 | 0.18% | — | May 2007 | HEOYX vs HHMIX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 88 | 12.49% | — | Jul 1996 | HEOYX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 9 | 1.74% | — | Feb 2002 | HEOYX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 71 | 19.30% | — | — | HEOYX vs SEMNX |
Often Compared With HEOYX
Investors most often compare HEOYX with ARTHX, GQRPX, MFWIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare HEOYX with Any Fund or Stock
Compare HEOYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HEOYX with funds that move differently
Hartford Climate Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HEOYX.
Explore HEOYX Diversifiers