Hartford Emerging Markets Equity Fund (HERIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HERIX
HERIX charges 1.16% annually. Among mutual funds in the Emerging Markets Diversified category, these options have the lowest expense ratios among HERIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Emerging Markets Index Fund | 0.08% | Jan 4, 2016 | HERIX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | Sep 8, 2011 | HERIX vs FPADX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | Jul 31, 2019 | HERIX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | Dec 17, 2015 | HERIX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | May 30, 2018 | HERIX vs EMPTX |
Best Risk-Adjusted Alternatives to HERIX
Among mutual funds in the Emerging Markets Diversified 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 | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 97 | Jun 9, 1996 | HERIX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 96 | Jan 9, 2018 | HERIX vs LCSMX | |
| Lazard Emerging Markets Equity Portfolio | 96 | Jul 14, 1994 | HERIX vs LZEMX | |
| Brandes Emerging Markets Fund | 96 | Jan 30, 2011 | HERIX vs BEMIX | |
| Franklin Templeton SMACS: Series EM | 95 | Nov 21, 2021 | HERIX vs FQEMX |
Top Performing HERIX Alternatives (YTD)
HERIX alternatives from the Emerging Markets Diversified category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 13.36% | Jun 9, 1996 | HERIX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 9.17% | Jan 9, 2018 | HERIX vs LCSMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 8.91% | Oct 3, 2011 | HERIX vs ESCIX | |
| Franklin Templeton SMACS: Series EM | 8.67% | Nov 21, 2021 | HERIX vs FQEMX | |
| Cullen Emerging Markets High Dividend Fund | 6.79% | Aug 30, 2012 | HERIX vs CEMFX |
Lowest Volatility Alternatives to HERIX
HERIX alternatives from the Emerging Markets Diversified category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | 10.20% | Dec 20, 2020 | HERIX vs BADEX | |
| Harding Loevner Frontier Emerging Markets Fund | 11.89% | May 26, 2008 | HERIX vs HLFMX | |
| Parametric Emerging Markets Fund | 12.06% | Jun 29, 2006 | HERIX vs EAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | 12.26% | Jun 29, 1998 | HERIX vs EITEX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.26% | Nov 3, 2013 | HERIX vs EFEIX |
Lowest Drawdown Alternatives to HERIX
HERIX alternatives from the Emerging Markets Diversified category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | Dec 20, 2020 | HERIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | Jun 30, 2009 | HERIX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | Dec 27, 2016 | HERIX vs GQGPX | |
| Wasatch Emerging Markets Small Cap Fund | -9.38% | Sep 30, 2007 | HERIX vs WAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | -9.88% | Jun 29, 1998 | HERIX vs EITEX |
Other Mutual Funds from Hartford
Most popular Hartford mutual funds on PortfoliosLab, across asset classes.
Often Compared With HERIX
What investors most often compare with HERIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 65 | -4.01% | Jun 27, 2016 | HERIX vs VTI | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | HERIX vs FTIHX | |
| abrdn Emerging Markets ex-China Fund | Emerging Markets Diversified | 95 | 5.47% | Aug 29, 2000 | HERIX vs GLLSX | |
| TIAA-CREF Emerging Markets Equity Index Fund | Emerging Markets Diversified | 83 | 0.14% | Aug 30, 2010 | HERIX vs TEQLX | |
| Driehaus Emerging Markets Small Cap Growth Fund | Emerging Markets Diversified | 95 | 4.87% | Aug 21, 2011 | HERIX vs DRESX |
Compare HERIX with Any Fund or Stock
Compare HERIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.