Hartford Real Asset Fund (HRLYX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HRLYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HRLYX
HRLYX charges 0.90% annually. There are 40 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | HRLYX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | HRLYX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | HRLYX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | HRLYX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | HRLYX vs JNSMX |
Best Risk-Adjusted Alternatives to HRLYX
HRLYX has a PortfoliosLab risk / return rank of 97. There are 5 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | HRLYX vs TIBAX | |
| GMO Benchmark-Free Fund | 97 | — | Jun 2011 | HRLYX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 97 | — | Jul 2003 | HRLYX vs GBMFX | |
| GMO Implementation Fund | 97 | — | Feb 2012 | HRLYX vs GIMFX | |
| Principal Diversified Select Real Asset Fund | 97 | — | Jul 2019 | HRLYX vs PDSYX |
Top Performing HRLYX Alternatives (YTD)
HRLYX is at 14.42% YTD. There are 6 mutual funds in the Global Allocation category with higher YTD returns, going as high as 18.98%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 18.98% | — | Dec 2002 | HRLYX vs TIBAX | |
| Calamos Global Total Return Fund | 17.25% | — | Oct 2005 | HRLYX vs CGO | |
| Calamos Global Dynamic Income Fund | 16.99% | — | Jun 2007 | HRLYX vs CHW | |
| Wilmington Real Asset Fund | 16.46% | — | Jun 2003 | HRLYX vs WMRIX | |
| Nuveen Multi-Asset Income Fund | 15.72% | — | Nov 2021 | HRLYX vs NMAI |
Lowest Volatility Alternatives to HRLYX
HRLYX has 7.14% 1-year volatility. There are 11 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.03% | — | Jul 2019 | HRLYX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.42% | — | Dec 2017 | HRLYX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.78% | — | Mar 2011 | HRLYX vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.79% | — | Sep 2011 | HRLYX vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.96% | — | Dec 2011 | HRLYX vs PMFYX |
Lowest Drawdown Alternatives to HRLYX
HRLYX has a 1-year max drawdown of -5.42%. There are 11 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | HRLYX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -3.48% | — | Mar 2011 | HRLYX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | HRLYX vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | HRLYX vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | HRLYX vs MSTGX |
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 | 10 | 3.44% | — | Feb 2002 | HRLYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 32 | -0.08% | — | May 2007 | HRLYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 39 | 9.90% | — | Dec 1985 | HRLYX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 38 | 7.83% | — | Apr 1998 | HRLYX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 50 | 3.83% | — | Jul 2006 | HRLYX vs HBLYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 87 | 17.04% | — | May 2010 | HRLYX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 55 | 0.18% | — | May 2007 | HRLYX vs HHMIX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 90 | 13.33% | — | Jul 1996 | HRLYX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 10 | 3.44% | — | Feb 2002 | HRLYX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 73 | 21.92% | — | — | HRLYX vs SEMNX |
Often Compared With HRLYX
Investors most often compare HRLYX with FEBIX, DPREX, HGLB. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare HRLYX with Any Fund or Stock
Compare HRLYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HRLYX with funds that move differently
Hartford Real Asset Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HRLYX.
Explore HRLYX Diversifiers