The Hartford Growth Opportunities Fund (HGOYX) 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 HGOYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HGOYX
HGOYX charges 0.84% annually. There are 212 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 | HGOYX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | HGOYX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | HGOYX vs FSPGX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | HGOYX vs VIGAX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | HGOYX vs TILIX |
Best Risk-Adjusted Alternatives to HGOYX
HGOYX has a PortfoliosLab risk / return rank of 16. There are 273 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 95 | — | Feb 1969 | HGOYX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 96.10B | Nov 1984 | HGOYX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 32.70B | Nov 2001 | HGOYX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 87 | — | Sep 1990 | HGOYX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 87 | — | Aug 2013 | HGOYX vs FZAPX |
Top Performing HGOYX Alternatives (YTD)
HGOYX is at 6.26% YTD. There are 233 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 35.36%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 35.36% | — | Mar 2020 | HGOYX vs ONERX | |
| ICON Equity Fund | 29.68% | — | Oct 2002 | HGOYX vs IOLZX | |
| Chase Growth Fund | 23.80% | — | Dec 1997 | HGOYX vs CHASX | |
| Chase Growth Fund Institutional Class | 23.79% | — | Jan 2007 | HGOYX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 23.25% | — | Feb 2004 | HGOYX vs GTLLX |
Lowest Volatility Alternatives to HGOYX
HGOYX has 21.56% 1-year volatility. There are 363 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.58% | — | Sep 2019 | HGOYX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.98% | — | Jan 2005 | HGOYX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.20% | — | Apr 2010 | HGOYX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | HGOYX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.68% | — | Sep 2018 | HGOYX vs GQEPX |
Lowest Drawdown Alternatives to HGOYX
HGOYX has a 1-year max drawdown of -17.70%. 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 | HGOYX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | HGOYX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | HGOYX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | HGOYX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | HGOYX vs DNVYX |
Other Mutual Funds from Hartford
The 10 most viewed Hartford mutual funds shown here include HGOIX, HSNIX, SCIEX and span 9 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 | HGOYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 29 | 0.17% | — | May 2007 | HGOYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 39 | 10.08% | — | Dec 1985 | HGOYX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 51 | 9.36% | — | Apr 1998 | HGOYX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 53 | 4.45% | — | Jul 2006 | HGOYX vs HBLYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 88 | 17.69% | — | May 2010 | HGOYX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 49 | 0.18% | — | May 2007 | HGOYX vs HHMIX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 93 | 14.48% | — | Jul 1996 | HGOYX vs HDGYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 74 | 22.44% | — | — | HGOYX vs SEMNX | |
| The Hartford Equity Income Fund | Dividend, Large Cap Value Equities | 84 | 12.13% | — | Aug 2003 | HGOYX vs HQIYX |
Often Compared With HGOYX
Investors most often compare HGOYX with FKDNX, VOO, HADAX. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare HGOYX with Any Fund or Stock
Compare HGOYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HGOYX with funds that move differently
The Hartford Growth Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HGOYX.
Explore HGOYX Diversifiers