Hartford Total Return Bond HLS Fund (HIABX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HIABX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HIABX
HIABX charges 0.50% annually. There are 50 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | HIABX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | HIABX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | HIABX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | HIABX vs EINFX | |
| Brandes Core Plus Fixed Income Fund | 0.30% | — | Dec 2007 | HIABX vs BCPIX |
Best Risk-Adjusted Alternatives to HIABX
HIABX has a PortfoliosLab risk / return rank of 28. There are 54 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | HIABX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | HIABX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 90 | — | Jul 2010 | HIABX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | HIABX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 74 | — | Apr 1997 | HIABX vs GUGAX |
Top Performing HIABX Alternatives (YTD)
HIABX is at 0.42% YTD. There are 75 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Mortgage Securities Fund | 2.89% | — | Feb 1984 | HIABX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | HIABX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | HIABX vs HOBIX | |
| Ancora Income Fund | 2.39% | — | Jan 2004 | HIABX vs AAIIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.21% | — | Sep 2007 | HIABX vs SEATX |
Lowest Volatility Alternatives to HIABX
HIABX has 3.91% 1-year volatility. There are 63 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.04% | — | Jun 2017 | HIABX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | HIABX vs ARINX | |
| ALPS/Smith Total Return Bond Fund | 1.90% | 3.25B | Jun 2018 | HIABX vs SMTRX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | HIABX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | HIABX vs LCTIX |
Lowest Drawdown Alternatives to HIABX
HIABX has a 1-year max drawdown of -2.77%. There are 32 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | HIABX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | HIABX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | HIABX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | HIABX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | HIABX vs LCTRX |
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 | 31 | 14.57% | — | Feb 2002 | HIABX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 66 | 1.20% | — | May 2007 | HIABX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 18 | 8.83% | — | Dec 1985 | HIABX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 51 | 8.56% | — | Apr 1998 | HIABX vs HGIYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 62 | 8.94% | — | Jul 1996 | HIABX vs HDGYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 56 | 12.21% | — | May 2010 | HIABX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 66 | 1.46% | — | May 2007 | HIABX vs HHMIX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 31 | 14.58% | — | Feb 2002 | HIABX vs HGOYX | |
| The Hartford Equity Income Fund | Large Cap Value Equities | 41 | 6.58% | — | Aug 2003 | HIABX vs HQIYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 93 | 36.03% | — | — | HIABX vs SEMNX |
Often Compared With HIABX
Investors most often compare HIABX with HIASX, JAENX, VFINX. These 6 comparison targets span 5 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hartford Small Company HLS Fund | Small Cap Growth Equities | 35 | 9.88% | — | Aug 1996 | HIABX vs HIASX | |
| Janus Henderson Enterprise Fund Class T | Mid Cap Growth Equities | 15 | 6.52% | — | Sep 1992 | HIABX vs JAENX | |
| Vanguard 500 Index Fund Investor Shares | Large Cap Blend Equities | 73 | 11.64% | — | — | HIABX vs VFINX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 36 | 2.70% | — | Jul 2006 | HIABX vs HBLYX | |
| Nuveen Core Plus Impact Fund | Intermediate Core-Plus Bond | 4 | 2.11% | — | Apr 2021 | HIABX vs NPCT | |
| Baird Core Plus Bond Fund | Intermediate Core-Plus Bond | 30 | 0.44% | — | Sep 2000 | HIABX vs BCOIX |
Compare HIABX with Any Fund or Stock
Compare HIABX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HIABX with funds that move differently
Hartford Total Return Bond HLS Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HIABX.
Explore HIABX Diversifiers