Hartford Disciplined Equity HLS Fund (HIAGX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HIAGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HIAGX
HIAGX charges 0.60% annually. There are 170 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | HIAGX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | HIAGX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | HIAGX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | HIAGX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | HIAGX vs SSSYX |
Best Risk-Adjusted Alternatives to HIAGX
HIAGX has a PortfoliosLab risk / return rank of 43. There are 270 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | HIAGX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | HIAGX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | HIAGX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | HIAGX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | HIAGX vs IGIAX |
Top Performing HIAGX Alternatives (YTD)
HIAGX is at 6.55% YTD. There are 296 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | HIAGX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | HIAGX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | HIAGX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | HIAGX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | HIAGX vs FLVCX |
Lowest Volatility Alternatives to HIAGX
HIAGX has 12.15% 1-year volatility. There are 93 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | HIAGX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | HIAGX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | HIAGX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | HIAGX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | HIAGX vs FSUVX |
Lowest Drawdown Alternatives to HIAGX
HIAGX has a 1-year max drawdown of -8.99%. There are 181 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | HIAGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | HIAGX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | HIAGX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | HIAGX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | HIAGX vs QUERX |
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 | 21 | 9.04% | — | Feb 2002 | HIAGX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 55 | 0.94% | — | May 2007 | HIAGX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 23 | 8.37% | — | Dec 1985 | HIAGX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 44 | 6.69% | — | Apr 1998 | HIAGX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 33 | 2.70% | — | Jul 2006 | HIAGX vs HBLYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 67 | 1.46% | — | May 2007 | HIAGX vs HHMIX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 66 | 8.55% | — | Jul 1996 | HIAGX vs HDGYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 64 | 11.28% | — | May 2010 | HIAGX vs HILYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 21 | 9.05% | — | Feb 2002 | HIAGX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 91 | 36.34% | — | — | HIAGX vs SEMNX |
Often Compared With HIAGX
Investors most often compare HIAGX with ALSMX, DHAMX, VIIIX. These 12 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare HIAGX with Any Fund or Stock
Compare HIAGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HIAGX with funds that move differently
Hartford Disciplined Equity HLS Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HIAGX.
Explore HIAGX Diversifiers