Hartford Small Company HLS Fund (HIASX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HIASX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HIASX
HIASX charges 0.77% annually. There are 16 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | HIASX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | HIASX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | HIASX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | HIASX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | HIASX vs VISGX |
Best Risk-Adjusted Alternatives to HIASX
HIASX has a PortfoliosLab risk / return rank of 58. There are 56 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | HIASX vs NESIX | |
| Driehaus Micro Cap Growth Fund | 90 | — | Nov 2013 | HIASX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | HIASX vs DSCIX | |
| Needham Small Cap Growth Fund | 90 | — | May 2002 | HIASX vs NESGX | |
| Hood River Small-Cap Growth Fund | 88 | — | Jan 2003 | HIASX vs HRSMX |
Top Performing HIASX Alternatives (YTD)
HIASX is at 17.70% YTD. There are 102 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 71.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 71.25% | — | Dec 2016 | HIASX vs NESIX | |
| Needham Small Cap Growth Fund | 70.70% | — | May 2002 | HIASX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 50.79% | — | Dec 2016 | HIASX vs NEAIX | |
| Needham Aggressive Growth Fund | 50.50% | — | Sep 2001 | HIASX vs NEAGX | |
| Oberweis Micro Cap Fund | 46.88% | — | Dec 1995 | HIASX vs OBMCX |
Lowest Volatility Alternatives to HIASX
HIASX has 18.93% 1-year volatility. There are 41 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | HIASX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | HIASX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.29% | — | Jan 1997 | HIASX vs ETEGX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.35% | — | Sep 1997 | HIASX vs ETMGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | HIASX vs NBGNX |
Lowest Drawdown Alternatives to HIASX
HIASX has a 1-year max drawdown of -13.84%. There are 97 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | HIASX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | HIASX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | HIASX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | HIASX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | HIASX vs RFIMX |
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 | 18 | 9.79% | — | Feb 2002 | HIASX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 56 | 1.08% | — | May 2007 | HIASX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 23 | 8.51% | — | Dec 1985 | HIASX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 44 | 8.18% | — | Apr 1998 | HIASX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 35 | 3.36% | — | Jul 2006 | HIASX vs HBLYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 68 | 1.51% | — | May 2007 | HIASX vs HHMIX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 68 | 12.61% | — | May 2010 | HIASX vs HILYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 79 | 10.92% | — | Jul 1996 | HIASX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 18 | 9.79% | — | Feb 2002 | HIASX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 84 | 26.88% | — | — | HIASX vs SEMNX |
Often Compared With HIASX
Investors most often compare HIASX with HIABX, JGMNX, JATTX. These 10 comparison targets span 5 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hartford Total Return Bond HLS Fund | Intermediate Core-Plus Bond | 25 | 0.31% | — | Aug 1977 | HIASX vs HIABX | |
| Janus Henderson Triton Fund Class N | Small Cap Growth Equities | 50 | 17.93% | — | May 2012 | HIASX vs JGMNX | |
| Janus Henderson Triton Fund Class T | Small Cap Growth Equities | 49 | 17.79% | — | Feb 2005 | HIASX vs JATTX | |
| Vanguard 500 Index Fund Investor Shares | Large Cap Blend Equities | 64 | 10.80% | — | Aug 1976 | HIASX vs VFINX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 50 | 17.85% | — | Feb 2005 | HIASX vs JANIX | |
| Janus Henderson Enterprise Fund Class T | Mid Cap Growth Equities | 17 | 8.92% | — | Sep 1992 | HIASX vs JAENX | |
| The Hartford Equity Income Fund | Large Cap Value Equities | 49 | 8.61% | — | Aug 2003 | HIASX vs HQIYX | |
| Neuberger Berman Genesis Fund Institutional Class | Small Cap Growth Equities | 10 | 11.39% | — | Jul 1999 | HIASX vs NBGIX | |
| Emerald Growth Fund Institutional Class | Small Cap Growth Equities | 86 | 32.27% | — | Oct 2008 | HIASX vs FGROX | |
| Emerald Growth Fund | Small Cap Growth Equities | 86 | 32.04% | — | Oct 1992 | HIASX vs HSPGX |
Compare HIASX with Any Fund or Stock
Compare HIASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HIASX with funds that move differently
Hartford Small Company HLS Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HIASX.
Explore HIASX Diversifiers