Hartford Global Impact Fund (HGXIX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HGXIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HGXIX
HGXIX charges 0.89% annually. There are 89 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | HGXIX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | HGXIX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | HGXIX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | HGXIX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | HGXIX vs UCEQX |
Best Risk-Adjusted Alternatives to HGXIX
HGXIX has a PortfoliosLab risk / return rank of 28. There are 172 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | HGXIX vs LVAFX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | HGXIX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | HGXIX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | HGXIX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | HGXIX vs EPSYX |
Top Performing HGXIX Alternatives (YTD)
HGXIX is at 14.49% YTD. There are 39 mutual funds in the Global Equities category with higher YTD returns, going as high as 25.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 25.53% | — | Jan 2017 | HGXIX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | HGXIX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | HGXIX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | HGXIX vs LVAGX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | HGXIX vs PGVFX |
Lowest Volatility Alternatives to HGXIX
HGXIX has 14.98% 1-year volatility. There are 147 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | HGXIX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | HGXIX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | HGXIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | HGXIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | HGXIX vs SVTAX |
Lowest Drawdown Alternatives to HGXIX
HGXIX has a 1-year max drawdown of -10.61%. There are 126 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | HGXIX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | HGXIX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | HGXIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | HGXIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | HGXIX vs SGMAX |
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 | 10 | 3.44% | — | Feb 2002 | HGXIX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 32 | -0.08% | — | May 2007 | HGXIX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 39 | 9.90% | — | Dec 1985 | HGXIX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 38 | 7.83% | — | Apr 1998 | HGXIX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 50 | 3.83% | — | Jul 2006 | HGXIX vs HBLYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 87 | 17.04% | — | May 2010 | HGXIX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 55 | 0.18% | — | May 2007 | HGXIX vs HHMIX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 90 | 13.33% | — | Jul 1996 | HGXIX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 10 | 3.44% | — | Feb 2002 | HGXIX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 73 | 21.92% | — | — | HGXIX vs SEMNX |
Often Compared With HGXIX
Investors most often compare HGXIX with ^GSPC, VOO, ARTHX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare HGXIX with Any Fund or Stock
Compare HGXIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HGXIX with funds that move differently
Hartford Global Impact Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HGXIX.
Explore HGXIX Diversifiers