Hartford MidCap HLS Fund (HIMCX) belongs to the Mid 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 HIMCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HIMCX
HIMCX charges 0.69% annually. There are 32 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | HIMCX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | HIMCX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | HIMCX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | HIMCX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | HIMCX vs VMFGX |
Best Risk-Adjusted Alternatives to HIMCX
HIMCX has a PortfoliosLab risk / return rank of 5. There are 116 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 89 | 31.20B | Aug 1995 | HIMCX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 83 | — | Oct 2000 | HIMCX vs TAAGX | |
| Needham Growth Fund Institutional Class | 83 | — | Dec 2016 | HIMCX vs NEEIX | |
| PrimeCap Odyssey Aggressive Growth Fund | 83 | — | Nov 2004 | HIMCX vs POAGX | |
| Needham Growth Fund | 82 | — | Jan 1996 | HIMCX vs NEEGX |
Top Performing HIMCX Alternatives (YTD)
HIMCX is at 8.75% YTD. There are 85 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.79% | — | Dec 2016 | HIMCX vs NEEIX | |
| Needham Growth Fund | 48.48% | — | Jan 1996 | HIMCX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 32.85% | — | Oct 2000 | HIMCX vs TAAGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 31.94% | — | May 2007 | HIMCX vs LSHAX | |
| PrimeCap Odyssey Aggressive Growth Fund | 26.33% | — | Nov 2004 | HIMCX vs POAGX |
Lowest Volatility Alternatives to HIMCX
HIMCX has 19.79% 1-year volatility. There are 105 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.74%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.74% | — | May 2021 | HIMCX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | HIMCX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | HIMCX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | HIMCX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | HIMCX vs VLIFX |
Lowest Drawdown Alternatives to HIMCX
HIMCX has a 1-year max drawdown of -15.89%. There are 110 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | HIMCX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | HIMCX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | HIMCX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | HIMCX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | HIMCX vs SECUX |
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 | HIMCX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 56 | 1.08% | — | May 2007 | HIMCX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 23 | 8.51% | — | Dec 1985 | HIMCX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 44 | 8.18% | — | Apr 1998 | HIMCX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 35 | 3.36% | — | Jul 2006 | HIMCX vs HBLYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 68 | 1.51% | — | May 2007 | HIMCX vs HHMIX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 68 | 12.61% | — | May 2010 | HIMCX vs HILYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 79 | 10.92% | — | Jul 1996 | HIMCX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 18 | 9.79% | — | Feb 2002 | HIMCX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 84 | 26.88% | — | — | HIMCX vs SEMNX |
Often Compared With HIMCX
Investors most often compare HIMCX with CTIGX, FSMAX, RIPIX. These 8 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calamos Timpani SMID Growth Fund | Mid Cap Growth Equities | 70 | 25.95% | — | Jul 2019 | HIMCX vs CTIGX | |
| Fidelity Extended Market Index Fund | Mid Cap Blend Equities | 44 | 16.58% | — | — | HIMCX vs FSMAX | |
| Royce International Premier Fund Institutional Cla... | Mid Cap Growth Equities, Foreign Small & Mid Cap Equities | 2 | 0.00% | — | — | HIMCX vs RIPIX | |
| The Hartford Equity Income Fund | Large Cap Value Equities | 49 | 8.61% | — | Aug 2003 | HIMCX vs HQIYX | |
| Sparrow Growth Fund | Mid Cap Growth Equities | 10 | 2.65% | — | Oct 1998 | HIMCX vs SGFFX | |
| Kinetics Paradigm Fund | Mid Cap Growth Equities | 4 | 20.63% | — | Dec 1999 | HIMCX vs WWNPX | |
| Essex Environmental Opportunities Fund | Mid Cap Growth Equities | 38 | 17.28% | — | Sep 2017 | HIMCX vs EEOFX | |
| Invesco Discovery Mid Cap Growth Fund | Mid Cap Growth Equities | 38 | 22.55% | — | Nov 2000 | HIMCX vs OEGYX |
Compare HIMCX with Any Fund or Stock
Compare HIMCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HIMCX with funds that move differently
Hartford MidCap HLS Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HIMCX.
Explore HIMCX Diversifiers