Hartford Emerging Markets Equity Fund (HERIX) belongs to the Emerging Markets Equities 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 129 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | HERIX vs FEMSX | |
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | HERIX vs FHKFX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | HERIX vs VEMIX | |
| 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 |
Best Risk-Adjusted Alternatives to HERIX
HERIX has a PortfoliosLab risk / return rank of 60. There are 125 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio | 96 | — | Jul 1994 | HERIX vs LZEMX | |
| Lazard Emerging Markets Equity Portfolio Class R6 | 96 | — | — | HERIX vs RLEMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 96 | — | Oct 2011 | HERIX vs ESCIX | |
| Delaware Emerging Markets Fund | 94 | — | Jun 1996 | HERIX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 94 | — | Jun 1996 | HERIX vs DEMAX |
Top Performing HERIX Alternatives (YTD)
HERIX is at 21.17% YTD. There are 72 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 79.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 79.82% | — | Jun 1996 | HERIX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 79.56% | — | Jun 1996 | HERIX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 78.77% | — | Jun 1996 | HERIX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 57.68% | — | Nov 2021 | HERIX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 41.38% | — | Oct 2021 | HERIX vs GMAQX |
Lowest Volatility Alternatives to HERIX
HERIX has 22.56% 1-year volatility. There are 117 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.90% | — | Dec 2016 | HERIX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.04% | — | Oct 2011 | HERIX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | HERIX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | HERIX vs GQGIX | |
| The Cook & Bynum Fund | 11.73% | — | Jun 2009 | HERIX vs COBYX |
Lowest Drawdown Alternatives to HERIX
HERIX has a 1-year max drawdown of -13.86%. There are 104 mutual funds in the Emerging Markets Equities 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 | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | HERIX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | HERIX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | HERIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | HERIX vs COBYX |
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 | 16 | 6.25% | — | Feb 2002 | HERIX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 29 | 0.17% | — | May 2007 | HERIX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 39 | 10.08% | — | Dec 1985 | HERIX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 51 | 9.36% | — | Apr 1998 | HERIX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 53 | 4.45% | — | Jul 2006 | HERIX vs HBLYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 88 | 17.69% | — | May 2010 | HERIX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 49 | 0.18% | — | May 2007 | HERIX vs HHMIX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 93 | 14.48% | — | Jul 1996 | HERIX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 16 | 6.26% | — | Feb 2002 | HERIX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 74 | 22.44% | — | — | HERIX vs SEMNX |
Often Compared With HERIX
Investors most often compare HERIX with FCEEX, VTI, EFEIX. These 20 comparison targets span 5 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