Hartford Emerging Markets Equity Fund (HERIX) belongs to the Emerging Markets Diversified category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HERIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HERIX
HERIX charges 1.16% annually. There are 102 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | HERIX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | HERIX vs FPADX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | HERIX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | HERIX vs SSKEX | |
| TIAA-CREF Emerging Markets Equity Index Fund | 0.19% | — | Aug 2010 | HERIX vs TEQLX |
Best Risk-Adjusted Alternatives to HERIX
HERIX has a PortfoliosLab risk / return rank of 88. There are 84 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Templeton SMACS: Series EM | 98 | — | Nov 2021 | HERIX vs FQEMX | |
| Delaware Emerging Markets Fund | 98 | — | Jun 1996 | HERIX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 98 | — | Jan 2018 | HERIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 97 | — | Oct 2021 | HERIX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 96 | — | Jan 2019 | HERIX vs LVAZX |
Top Performing HERIX Alternatives (YTD)
HERIX is at 30.89% YTD. There are 53 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 112.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 112.69% | — | Jun 1996 | HERIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 90.46% | — | Nov 2021 | HERIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 67.30% | — | Jan 2018 | HERIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 56.75% | — | Oct 2021 | HERIX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 48.07% | — | Jan 1994 | HERIX vs GTDDX |
Lowest Volatility Alternatives to HERIX
HERIX has 17.80% 1-year volatility. There are 83 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | 10.41% | — | Dec 2020 | HERIX vs BADEX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.10% | — | Dec 2013 | HERIX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.39% | — | Dec 2016 | HERIX vs GQGPX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 11.53% | — | Oct 2011 | HERIX vs ESCIX | |
| Parametric Emerging Markets Fund | 11.61% | — | Jun 2006 | HERIX vs EAEMX |
Lowest Drawdown Alternatives to HERIX
HERIX has a 1-year max drawdown of -12.78%. There are 57 mutual funds in the Emerging Markets Diversified category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | HERIX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | HERIX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | HERIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | HERIX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | HERIX vs GQGPX |
Other Mutual Funds from Hartford
The 10 most viewed Hartford mutual funds shown here include HGOIX, HSNIX, SCIEX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| The Hartford Growth Opportunities Fund Class I | Large Cap Growth Equities | 28 | 13.28% | — | Feb 2002 | HERIX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 60 | 0.94% | — | May 2007 | HERIX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 17 | 7.59% | — | Dec 1985 | HERIX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 46 | 7.90% | — | Apr 1998 | HERIX vs HGIYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 58 | 8.24% | — | Jul 1996 | HERIX vs HDGYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 55 | 11.36% | — | May 2010 | HERIX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 66 | 1.34% | — | May 2007 | HERIX vs HHMIX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 28 | 13.28% | — | Feb 2002 | HERIX vs HGOYX | |
| The Hartford Equity Income Fund | Large Cap Value Equities | 37 | 5.90% | — | Aug 2003 | HERIX vs HQIYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 93 | 35.16% | — | — | HERIX vs SEMNX |
Often Compared With HERIX
Investors most often compare HERIX with VTI, FTIHX, EFEIX. These 15 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare HERIX with Any Fund or Stock
Compare HERIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HERIX with funds that move differently
Hartford Emerging Markets Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HERIX.
Explore HERIX Diversifiers