Hartford Core Equity Fund (HGIYX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HGIYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HGIYX
HGIYX charges 0.45% annually. There are 116 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | HGIYX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | HGIYX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | HGIYX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | HGIYX vs FLCPX | |
| Vanguard Institutional Total Stock Market Index Fu... | 0.02% | 35.20B | May 2001 | HGIYX vs VITPX |
Best Risk-Adjusted Alternatives to HGIYX
HGIYX has a PortfoliosLab risk / return rank of 43. There are 257 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 94 | — | Mar 2021 | HGIYX vs SVPFX | |
| Pin Oak Equity | 92 | — | Aug 1992 | HGIYX vs POGSX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | HGIYX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | HGIYX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | HGIYX vs VPMAX |
Top Performing HGIYX Alternatives (YTD)
HGIYX is at 7.81% YTD. There are 297 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.63% | 17.20B | Dec 2004 | HGIYX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 25.33% | — | Nov 2004 | HGIYX vs POGRX | |
| Integrity ESG Growth & Income Fund | 24.87% | — | Jan 1995 | HGIYX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.98% | — | Dec 2015 | HGIYX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.20% | 92.00B | Nov 2001 | HGIYX vs VPMAX |
Lowest Volatility Alternatives to HGIYX
HGIYX has 12.16% 1-year volatility. There are 86 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.23% | — | Mar 2021 | HGIYX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | HGIYX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | HGIYX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | HGIYX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | HGIYX vs JEPIX |
Lowest Drawdown Alternatives to HGIYX
HGIYX has a 1-year max drawdown of -8.93%. There are 161 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | HGIYX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | HGIYX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | HGIYX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | HGIYX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | HGIYX vs QUERX |
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 | 15 | 7.52% | — | Feb 2002 | HGIYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 57 | 0.82% | — | May 2007 | HGIYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 24 | 7.26% | — | Dec 1985 | HGIYX vs SCIEX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 38 | 3.36% | — | Jul 2006 | HGIYX vs HBLYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 69 | 1.39% | — | May 2007 | HGIYX vs HHMIX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 73 | 13.01% | — | May 2010 | HGIYX vs HILYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 79 | 10.87% | — | Jul 1996 | HGIYX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 15 | 7.52% | — | Feb 2002 | HGIYX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 78 | 22.18% | — | — | HGIYX vs SEMNX | |
| The Hartford Equity Income Fund | Large Cap Value Equities | 54 | 9.24% | — | Aug 2003 | HGIYX vs HQIYX |
Often Compared With HGIYX
Investors most often compare HGIYX with DQIRX, TQQQ, VOO. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare HGIYX with Any Fund or Stock
Compare HGIYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HGIYX with funds that move differently
Hartford Core Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HGIYX.
Explore HGIYX Diversifiers