The Hartford Healthcare Fund (HGHYX) belongs to the Health & Biotech Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HGHYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HGHYX
HGHYX charges 1.00% annually. There are 27 mutual funds in the Health & Biotech Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Health Care Index Fund Admiral Shares | 0.10% | 19.00B | Feb 2004 | HGHYX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.27% | 37.00B | Nov 2001 | HGHYX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.33% | 37.00B | May 1984 | HGHYX vs VGHCX | |
| Fidelity Advisor Health Care Fund Class Z | 0.59% | — | Oct 2018 | HGHYX vs FIKCX | |
| Fidelity Advisor Biotechnology Fund Class Z | 0.61% | — | Oct 2018 | HGHYX vs FIJYX |
Best Risk-Adjusted Alternatives to HGHYX
HGHYX has a PortfoliosLab risk / return rank of 41. There are 19 mutual funds in the Health & Biotech Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Biotechnology Discovery Fund | 94 | — | Sep 1997 | HGHYX vs FBDIX | |
| Fidelity Advisor Biotechnology Fund Class Z | 91 | — | Oct 2018 | HGHYX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund Class M | 91 | — | Dec 2000 | HGHYX vs FBTTX | |
| Fidelity Advisor Biotechnology Fund I Class | 90 | — | Dec 2000 | HGHYX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 90 | — | Dec 2000 | HGHYX vs FBTAX |
Top Performing HGHYX Alternatives (YTD)
HGHYX is at 0.74% YTD. There are 32 mutual funds in the Health & Biotech Equities category with higher YTD returns, going as high as 13.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Biotechnology Fund Class Z | 13.25% | — | Oct 2018 | HGHYX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 13.19% | — | Dec 2000 | HGHYX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 13.06% | — | Dec 2000 | HGHYX vs FBTAX | |
| Fidelity Advisor Biotechnology Fund Class M | 12.90% | — | Dec 2000 | HGHYX vs FBTTX | |
| Fidelity Advisor Biotechnology Fund Class C | 12.68% | — | Dec 2000 | HGHYX vs FBTCX |
Lowest Volatility Alternatives to HGHYX
HGHYX has 15.31% 1-year volatility. There are 15 mutual funds in the Health & Biotech Equities category with lower 1-year volatility, going as low as 13.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Health Care Fund | 13.50% | — | Aug 1989 | HGHYX vs GGHCX | |
| BlackRock Health Sciences Opportunities Portfolio | 14.23% | — | Dec 1999 | HGHYX vs SHSAX | |
| Health Sciences Opportunities Fund Class Instituti... | 14.24% | — | Oct 2000 | HGHYX vs SHSSX | |
| Putnam Global Health Care Fund | 14.53% | — | May 1982 | HGHYX vs PHSTX | |
| Putnam Global Health Care Fund | 14.54% | — | Aug 2020 | HGHYX vs PGHAX |
Lowest Drawdown Alternatives to HGHYX
HGHYX has a 1-year max drawdown of -10.82%. There are 25 mutual funds in the Health & Biotech Equities category with shallower 1-year drawdowns, going as shallow as -7.62%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Biotechnology Portfolio | -7.62% | — | Dec 1985 | HGHYX vs FBIOX | |
| Live Oak Health Sciences Fund | -8.13% | — | Jun 2001 | HGHYX vs LOGSX | |
| Rydex Biotechnology Fund | -8.43% | — | Mar 1998 | HGHYX vs RYOIX | |
| AlphaCentric LifeSci Healthcare Fund | -8.49% | — | Nov 2019 | HGHYX vs LYFIX | |
| Fidelity Advisor Biotechnology Fund Class Z | -8.88% | — | Oct 2018 | HGHYX vs FIJYX |
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 | 15 | 5.84% | — | Feb 2002 | HGHYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 53 | 0.94% | — | May 2007 | HGHYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 18 | 5.92% | — | Dec 1985 | HGHYX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 37 | 5.40% | — | Apr 1998 | HGHYX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 32 | 2.84% | — | Jul 2006 | HGHYX vs HBLYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 66 | 1.34% | — | May 2007 | HGHYX vs HHMIX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 61 | 8.05% | — | Jul 1996 | HGHYX vs HDGYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 59 | 9.75% | — | May 2010 | HGHYX vs HILYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 16 | 5.85% | — | Feb 2002 | HGHYX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 84 | 28.10% | — | — | HGHYX vs SEMNX |
Often Compared With HGHYX
Investors most often compare HGHYX with FSHCX, ETIHX, ADX. These 9 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Select Health Care Services Portfolio | Health & Biotech Equities | 11 | 11.36% | — | Jun 1986 | HGHYX vs FSHCX | |
| Eventide Healthcare & Life Sciences Fund | Health & Biotech Equities | 80 | 3.57% | — | Dec 2012 | HGHYX vs ETIHX | |
| Adams Diversified Equity Fund, Inc. | Large Cap Blend Equities | 53 | 10.74% | — | Jan 1990 | HGHYX vs ADX | |
| Saratoga Health & Biotechnology Fund | Health & Biotech Equities | 27 | 1.50% | — | Jul 1999 | HGHYX vs SHPAX | |
| Alger Health Sciences Fund | Health & Biotech Equities | 55 | 5.57% | — | Apr 2002 | HGHYX vs AHSAX | |
| The Hartford Equity Income Fund | Large Cap Value Equities | 39 | 6.58% | — | Aug 2003 | HGHYX vs HQIYX | |
| Fidelity Select Pharmaceuticals Portfolio | Health & Biotech Equities | 69 | 10.33% | — | Jun 2001 | HGHYX vs FPHAX | |
| abrdn World Healthcare Fund | Health & Biotech Equities | 63 | 5.71% | — | Jun 2015 | HGHYX vs THW | |
| Perkins Discovery Fund | Health & Biotech Equities | 27 | 5.13% | — | Apr 1998 | HGHYX vs PDFDX |
Compare HGHYX with Any Fund or Stock
Compare HGHYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HGHYX with funds that move differently
The Hartford Healthcare Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HGHYX.
Explore HGHYX Diversifiers