The Hartford Growth Opportunities Fund Class I (HGOIX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HGOIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HGOIX
HGOIX charges 0.82% annually. There are 202 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | HGOIX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | HGOIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | HGOIX vs FSPGX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | HGOIX vs TILIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | HGOIX vs VRGWX |
Best Risk-Adjusted Alternatives to HGOIX
HGOIX has a PortfoliosLab risk / return rank of 10. There are 276 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 91 | — | Feb 1969 | HGOIX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | HGOIX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | HGOIX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | HGOIX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 80 | — | Aug 2013 | HGOIX vs FZAPX |
Top Performing HGOIX Alternatives (YTD)
HGOIX is at 3.44% YTD. There are 254 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 29.13% | — | Mar 2020 | HGOIX vs ONERX | |
| ICON Equity Fund | 28.55% | — | Oct 2002 | HGOIX vs IOLZX | |
| Chase Growth Fund Institutional Class | 22.03% | — | Jan 2007 | HGOIX vs CHAIX | |
| Chase Growth Fund | 22.03% | — | Dec 1997 | HGOIX vs CHASX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 21.57% | — | Feb 2004 | HGOIX vs GTLLX |
Lowest Volatility Alternatives to HGOIX
HGOIX has 21.47% 1-year volatility. There are 364 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | HGOIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.95% | — | Jan 2005 | HGOIX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | HGOIX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | HGOIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.60% | — | Sep 2018 | HGOIX vs GQEPX |
Lowest Drawdown Alternatives to HGOIX
HGOIX has a 1-year max drawdown of -17.71%. There are 333 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | HGOIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | HGOIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | HGOIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | HGOIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | HGOIX vs DNVYX |
Other Mutual Funds from Hartford
The 10 most viewed Hartford mutual funds shown here include HSNIX, SCIEX, HGIYX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| The Hartford Strategic Income Fund | Multisector Bonds | 32 | -0.08% | — | May 2007 | HGOIX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 39 | 9.90% | — | Dec 1985 | HGOIX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 38 | 7.83% | — | Apr 1998 | HGOIX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 50 | 3.83% | — | Jul 2006 | HGOIX vs HBLYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 87 | 17.04% | — | May 2010 | HGOIX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 55 | 0.18% | — | May 2007 | HGOIX vs HHMIX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 90 | 13.33% | — | Jul 1996 | HGOIX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 10 | 3.44% | — | Feb 2002 | HGOIX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 73 | 21.92% | — | — | HGOIX vs SEMNX | |
| The Hartford Equity Income Fund | Dividend, Large Cap Value Equities | 80 | 11.20% | — | Aug 2003 | HGOIX vs HQIYX |
Often Compared With HGOIX
Investors most often compare HGOIX with MIGNX, LGLIX, PJFAX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare HGOIX with Any Fund or Stock
Compare HGOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HGOIX with funds that move differently
The Hartford Growth Opportunities Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HGOIX.
Explore HGOIX Diversifiers