Hartford Small Cap Growth Fund (HSLYX) 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 HSLYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HSLYX
HSLYX charges 0.87% annually. There are 32 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 | HSLYX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | HSLYX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | HSLYX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | HSLYX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | HSLYX vs VISGX |
Best Risk-Adjusted Alternatives to HSLYX
HSLYX has a PortfoliosLab risk / return rank of 60. There are 53 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 | HSLYX vs NESIX | |
| Driehaus Micro Cap Growth Fund | 90 | — | Nov 2013 | HSLYX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | HSLYX vs DSCIX | |
| Needham Small Cap Growth Fund | 90 | — | May 2002 | HSLYX vs NESGX | |
| Hood River Small-Cap Growth Fund | 88 | — | Jan 2003 | HSLYX vs HRSMX |
Top Performing HSLYX Alternatives (YTD)
HSLYX is at 23.21% YTD. There are 49 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 71.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 71.25% | — | Dec 2016 | HSLYX vs NESIX | |
| Needham Small Cap Growth Fund | 70.70% | — | May 2002 | HSLYX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 50.79% | — | Dec 2016 | HSLYX vs NEAIX | |
| Needham Aggressive Growth Fund | 50.50% | — | Sep 2001 | HSLYX vs NEAGX | |
| Oberweis Micro Cap Fund | 46.88% | — | Dec 1995 | HSLYX vs OBMCX |
Lowest Volatility Alternatives to HSLYX
HSLYX has 21.86% 1-year volatility. There are 90 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 | HSLYX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | HSLYX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.29% | — | Jan 1997 | HSLYX vs ETEGX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.35% | — | Sep 1997 | HSLYX vs ETMGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | HSLYX vs NBGNX |
Lowest Drawdown Alternatives to HSLYX
HSLYX has a 1-year max drawdown of -13.38%. There are 82 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 | HSLYX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | HSLYX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | HSLYX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | HSLYX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | HSLYX 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 | 9.79% | — | Feb 2002 | HSLYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 56 | 1.08% | — | May 2007 | HSLYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 23 | 8.51% | — | Dec 1985 | HSLYX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 44 | 8.18% | — | Apr 1998 | HSLYX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 35 | 3.36% | — | Jul 2006 | HSLYX vs HBLYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 68 | 1.51% | — | May 2007 | HSLYX vs HHMIX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 68 | 12.61% | — | May 2010 | HSLYX vs HILYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 79 | 10.92% | — | Jul 1996 | HSLYX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 18 | 9.79% | — | Feb 2002 | HSLYX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 84 | 26.88% | — | — | HSLYX vs SEMNX |
Often Compared With HSLYX
Investors most often compare HSLYX with JEPI, CTSIX, NCLEX. These 15 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare HSLYX with Any Fund or Stock
Compare HSLYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HSLYX with funds that move differently
Hartford Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HSLYX.
Explore HSLYX Diversifiers