Hartford Small Cap Growth HLS Fund (HISCX) 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 HISCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HISCX
HISCX charges 0.64% annually. There are 11 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 | HISCX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | HISCX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | HISCX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | HISCX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | HISCX vs VISGX |
Best Risk-Adjusted Alternatives to HISCX
HISCX has a PortfoliosLab risk / return rank of 55. There are 54 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 | HISCX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | HISCX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | HISCX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | HISCX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | HISCX vs NEAIX |
Top Performing HISCX Alternatives (YTD)
HISCX is at 22.09% YTD. There are 48 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | HISCX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | HISCX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | HISCX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | HISCX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | HISCX vs OBMCX |
Lowest Volatility Alternatives to HISCX
HISCX has 21.82% 1-year volatility. There are 89 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 | HISCX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | HISCX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | HISCX vs ETEGX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | HISCX vs ETMGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | HISCX vs NBGNX |
Lowest Drawdown Alternatives to HISCX
HISCX has a 1-year max drawdown of -13.26%. There are 77 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 | HISCX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | HISCX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | HISCX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | HISCX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | HISCX 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 | 10.01% | — | Feb 2002 | HISCX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 54 | 1.08% | — | May 2007 | HISCX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 23 | 8.23% | — | Dec 1985 | HISCX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 45 | 8.68% | — | Apr 1998 | HISCX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 34 | 3.49% | — | Jul 2006 | HISCX vs HBLYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 68 | 1.39% | — | May 2007 | HISCX vs HHMIX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 71 | 13.38% | — | May 2010 | HISCX vs HILYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 77 | 10.84% | — | Jul 1996 | HISCX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 18 | 10.01% | — | Feb 2002 | HISCX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 84 | 27.06% | — | — | HISCX vs SEMNX |
Often Compared With HISCX
Investors most often compare HISCX with FSCCX, TOTL, PNSAX. These 19 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare HISCX with Any Fund or Stock
Compare HISCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HISCX with funds that move differently
Hartford Small Cap Growth HLS Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HISCX.
Explore HISCX Diversifiers