Hartford International Value Fund (HILYX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HILYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HILYX
HILYX charges 0.91% annually. There are 238 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | HILYX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | HILYX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | HILYX vs FIGSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | HILYX vs FSGEX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | HILYX vs FHLFX |
Best Risk-Adjusted Alternatives to HILYX
HILYX has a PortfoliosLab risk / return rank of 87. There are 26 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 97 | — | Jul 1998 | HILYX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | HILYX vs SAHMX | |
| PIMCO RAE PLUS International Fund | 95 | — | Sep 2011 | HILYX vs PTSIX | |
| Touchstone International Equity Fund | 94 | — | Mar 1993 | HILYX vs SWRLX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | HILYX vs VIHAX |
Top Performing HILYX Alternatives (YTD)
HILYX is at 17.04% YTD. There are 28 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 22.83%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 22.83% | — | Dec 2004 | HILYX vs DCINX | |
| Pear Tree Polaris Foreign Value Fund | 21.28% | — | May 1998 | HILYX vs QFVOX | |
| GMO Tax-Managed International Equities Fund | 21.02% | — | Jul 1998 | HILYX vs GTMIX | |
| Touchstone International Equity Fund | 21.00% | — | Mar 1993 | HILYX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 20.64% | — | Jun 2006 | HILYX vs GIOTX |
Lowest Volatility Alternatives to HILYX
HILYX has 14.06% 1-year volatility. There are 70 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class A | 7.67% | — | Sep 1996 | HILYX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 7.67% | — | Nov 1997 | HILYX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 7.68% | — | Feb 2017 | HILYX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | 7.69% | — | Jul 1995 | HILYX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 7.69% | — | Apr 1990 | HILYX vs FAERX |
Lowest Drawdown Alternatives to HILYX
HILYX has a 1-year max drawdown of -11.31%. There are 141 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | HILYX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | HILYX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | HILYX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | HILYX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | HILYX vs FAOAX |
Other Mutual Funds from Hartford
The 10 most viewed Hartford mutual funds shown here include HGOIX, HSNIX, SCIEX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| The Hartford Growth Opportunities Fund Class I | Large Cap Growth Equities | 10 | 3.44% | — | Feb 2002 | HILYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 32 | -0.08% | — | May 2007 | HILYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 39 | 9.90% | — | Dec 1985 | HILYX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 38 | 7.83% | — | Apr 1998 | HILYX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 50 | 3.83% | — | Jul 2006 | HILYX vs HBLYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 55 | 0.18% | — | May 2007 | HILYX vs HHMIX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 90 | 13.33% | — | Jul 1996 | HILYX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 10 | 3.44% | — | Feb 2002 | HILYX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 73 | 21.92% | — | — | HILYX vs SEMNX | |
| The Hartford Equity Income Fund | Dividend, Large Cap Value Equities | 80 | 11.20% | — | Aug 2003 | HILYX vs HQIYX |
Often Compared With HILYX
Investors most often compare HILYX with HFQAX, DFIVX, HSWYX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare HILYX with Any Fund or Stock
Compare HILYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HILYX with funds that move differently
Hartford International Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HILYX.
Explore HILYX Diversifiers