Hartford Short Duration Fund (HSDAX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HSDAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HSDAX
HSDAX charges 0.79% annually. There are 108 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | HSDAX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | HSDAX vs VIITX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | HSDAX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | HSDAX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | — | Mar 1994 | HSDAX vs VBISX |
Best Risk-Adjusted Alternatives to HSDAX
HSDAX has a PortfoliosLab risk / return rank of 82. There are 42 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | HSDAX vs DHEIX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | HSDAX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 99 | — | Nov 2013 | HSDAX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | HSDAX vs DHEAX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | HSDAX vs DBLSX |
Top Performing HSDAX Alternatives (YTD)
HSDAX is at 0.92% YTD. There are 44 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 9.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 9.96% | — | Apr 2011 | HSDAX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | HSDAX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.57% | — | Nov 2013 | HSDAX vs DFAIX | |
| Holbrook Income Fund | 2.12% | — | Jul 2016 | HSDAX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 1.98% | — | Sep 2015 | HSDAX vs BATAX |
Lowest Volatility Alternatives to HSDAX
HSDAX has 1.93% 1-year volatility. There are 58 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.83% | — | Apr 2018 | HSDAX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.05% | — | Jul 2016 | HSDAX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.07% | — | Mar 2009 | HSDAX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.11% | — | Jul 2016 | HSDAX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 1.11% | — | Nov 2013 | HSDAX vs DFAIX |
Lowest Drawdown Alternatives to HSDAX
HSDAX has a 1-year max drawdown of -1.32%. There are 65 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | HSDAX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | HSDAX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | HSDAX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | HSDAX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | HSDAX vs HOBEX |
Other Mutual Funds from Hartford
The 10 most viewed Hartford mutual funds shown here include HGOIX, HSNIX, SCIEX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| The Hartford Growth Opportunities Fund Class I | Large Cap Growth Equities | 32 | 14.67% | — | Feb 2002 | HSDAX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 62 | 1.07% | — | May 2007 | HSDAX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 18 | 8.51% | — | Dec 1985 | HSDAX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 52 | 8.52% | — | Apr 1998 | HSDAX vs HGIYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 62 | 8.77% | — | Jul 1996 | HSDAX vs HDGYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 58 | 11.44% | — | May 2010 | HSDAX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 62 | 1.22% | — | May 2007 | HSDAX vs HHMIX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 32 | 14.67% | — | Feb 2002 | HSDAX vs HGOYX | |
| The Hartford Equity Income Fund | Large Cap Value Equities | 40 | 6.24% | — | Aug 2003 | HSDAX vs HQIYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 93 | 34.42% | — | — | HSDAX vs SEMNX |
Often Compared With HSDAX
Investors most often compare HSDAX with PFIIX, HSRT, SPMO. These 11 comparison targets span 5 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Low Duration Income Fund | Short-Term Bond | 86 | 1.34% | — | Jul 2004 | HSDAX vs PFIIX | |
| Hartford AAA CLO ETF | CLO | — | — | 87.85M | May 2018 | HSDAX vs HSRT | |
| Invesco S&P 500 Momentum ETF | Momentum, S&P 500 | 75 | 30.35% | 19.93B | Oct 2015 | HSDAX vs SPMO | |
| DFA Two-Year Fixed Income Portfolio | Short-Term Bond | 67 | 1.52% | — | Jun 1996 | HSDAX vs DFCFX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 34 | 2.50% | — | Jul 2006 | HSDAX vs HBLYX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 95 | 1.61% | — | Mar 2017 | HSDAX vs DLDFX | |
| Fidelity Series Investment Grade Bond Fund | 21 | 0.47% | — | — | HSDAX vs FSIGX | ||
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 97 | 1.30% | — | Dec 2020 | HSDAX vs TSDLX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | HSDAX vs STBFX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 89 | 1.86% | — | Nov 2003 | HSDAX vs SNSAX | |
| CM Advisors Fixed Income Fund | Short-Term Bond | 65 | 0.11% | — | Mar 2006 | HSDAX vs CMFIX |
Compare HSDAX with Any Fund or Stock
Compare HSDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HSDAX with funds that move differently
Hartford Short Duration Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HSDAX.
Explore HSDAX Diversifiers