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 90 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 Equity Allocation Fund | 0.01% | — | Nov 1996 | HGXIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | HGXIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | HGXIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | HGXIX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | HGXIX vs VTWAX |
Best Risk-Adjusted Alternatives to HGXIX
HGXIX has a PortfoliosLab risk / return rank of 22. There are 175 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | HGXIX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | HGXIX vs EPSYX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | HGXIX vs FMIEX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | HGXIX vs JGYIX | |
| LSV Global Managed Volatility Fund | 92 | — | Jun 2014 | HGXIX vs LVAFX |
Top Performing HGXIX Alternatives (YTD)
HGXIX is at 13.18% YTD. There are 51 mutual funds in the Global Equities category with higher YTD returns, going as high as 29.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 29.92% | — | Nov 2016 | HGXIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.47% | — | Jan 1987 | HGXIX vs OBEGX | |
| LSV Global Value Fund | 22.92% | — | Jun 2014 | HGXIX vs LVAGX | |
| Ariel Global Fund | 21.83% | — | Dec 2011 | HGXIX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 20.51% | — | — | HGXIX vs YFSNX |
Lowest Volatility Alternatives to HGXIX
HGXIX has 14.92% 1-year volatility. There are 152 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | HGXIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | HGXIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | HGXIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | HGXIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.57% | — | Jan 2016 | HGXIX vs SGMAX |
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 -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | HGXIX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | HGXIX vs CSUAX |
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 | 7.52% | — | Feb 2002 | HGXIX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 57 | 0.82% | — | May 2007 | HGXIX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 24 | 7.26% | — | Dec 1985 | HGXIX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 43 | 7.81% | — | Apr 1998 | HGXIX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 38 | 3.36% | — | Jul 2006 | HGXIX vs HBLYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 69 | 1.39% | — | May 2007 | HGXIX vs HHMIX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 73 | 13.01% | — | May 2010 | HGXIX vs HILYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 79 | 10.87% | — | Jul 1996 | HGXIX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 15 | 7.52% | — | Feb 2002 | HGXIX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 78 | 22.18% | — | — | HGXIX vs SEMNX |
Often Compared With HGXIX
Investors most often compare HGXIX with ^GSPC, VOO, ARTHX. These 20 comparison targets span 4 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