HIAGX Alternatives & Similar Mutual Funds

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 165 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
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	HIAGX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	HIAGX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	HIAGX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	HIAGX vs FLCPX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	0.02%	2.20T	Apr 2015	HIAGX vs VSMPX

Best Risk-Adjusted Alternatives to HIAGX

HIAGX has a PortfoliosLab risk / return rank of 50. There are 254 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
VPCCX	Vanguard PRIMECAP Core Fund	96	15.30B	Dec 2004	HIAGX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	82.00B	Nov 2001	HIAGX vs VPMAX
DHAMX	Centre American Select Equity Fund	92	—	Dec 2011	HIAGX vs DHAMX
POSKX	PrimeCap Odyssey Stock Fund	91	—	Nov 2004	HIAGX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	91	—	Feb 2004	HIAGX vs GTLOX

Top Performing HIAGX Alternatives (YTD)

HIAGX is at 8.37% YTD. There are 280 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	29.33%	15.30B	Dec 2004	HIAGX vs VPCCX
YFSIX	AMG Yacktman Global Fund	27.94%	—	Jan 2017	HIAGX vs YFSIX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	27.79%	—	Dec 2015	HIAGX vs RESGX
ALSMX	Archer Multi Cap Fund	26.71%	—	Dec 2019	HIAGX vs ALSMX
IGIAX	Integrity ESG Growth & Income Fund	26.41%	—	Jan 1995	HIAGX vs IGIAX

Lowest Volatility Alternatives to HIAGX

HIAGX has 11.51% 1-year volatility. There are 76 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.26%	—	Jun 2013	HIAGX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.26%	—	Mar 2021	HIAGX vs SVPFX
AUEIX	AQR Large Cap Defensive Style Fund	7.91%	—	Jul 2012	HIAGX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	7.91%	—	Jul 2012	HIAGX vs QUERX
FULVX	Fidelity U.S. Low Volatility Equity Fund	8.38%	—	Nov 2019	HIAGX vs FULVX

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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	Mar 2021	HIAGX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	HIAGX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	HIAGX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	HIAGX vs AUEIX
QUERX	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 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
HGOIX	The Hartford Growth Opportunities Fund Class I	Large Cap Growth Equities	31	14.57%	—	Feb 2002	HIAGX vs HGOIX
HSNIX	The Hartford Strategic Income Fund	Multisector Bonds	66	1.20%	—	May 2007	HIAGX vs HSNIX
SCIEX	Hartford Schroders International Stock Fund Class ...	Foreign Large Cap Equities	18	8.83%	—	Dec 1985	HIAGX vs SCIEX
HGIYX	Hartford Core Equity Fund	Large Cap Blend Equities	51	8.56%	—	Apr 1998	HIAGX vs HGIYX
HDGYX	The Hartford Dividend and Growth Fund	Large Cap Value Equities	62	8.94%	—	Jul 1996	HIAGX vs HDGYX
HILYX	Hartford International Value Fund	Foreign Large Cap Equities	56	12.21%	—	May 2010	HIAGX vs HILYX
HHMIX	Hartford Municipal Opportunities Fund	Municipal Bonds	66	1.46%	—	May 2007	HIAGX vs HHMIX
HGOYX	The Hartford Growth Opportunities Fund	Large Cap Growth Equities	31	14.58%	—	Feb 2002	HIAGX vs HGOYX
HQIYX	The Hartford Equity Income Fund	Large Cap Value Equities	41	6.58%	—	Aug 2003	HIAGX vs HQIYX
SEMNX	Hartford Schroders Emerging Markets Equity Fund Cl...	Emerging Markets Equities	93	36.03%	—	—	HIAGX vs SEMNX

Often Compared With HIAGX

Investors most often compare HIAGX with HBLYX, POGSX, VIIIX. These 5 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
HBLYX	The Hartford Balanced Income Fund	Diversified Portfolio	36	2.70%	—	Jul 2006	HIAGX vs HBLYX
POGSX	Pin Oak Equity	Large Cap Blend Equities	83	15.39%	—	Aug 1992	HIAGX vs POGSX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	Large Cap Blend Equities	73	11.70%	342.00B	Jul 1997	HIAGX vs VIIIX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	Large Cap Blend Equities	72	11.99%	33.40B	May 2001	HIAGX vs VITPX
AMFEX	AAMA Equity Fund	Large Cap Blend Equities	89	13.36%	—	Jun 2017	HIAGX vs AMFEX

Compare HIAGX with Any Fund or Stock

Compare HIAGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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.

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Hartford Disciplined Equity HLS Fund (HIAGX) Alternatives