Hartford Stock HLS Fund (HSTAX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HSTAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HSTAX
HSTAX charges 0.51% annually. There are 140 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | HSTAX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | HSTAX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | HSTAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | HSTAX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | HSTAX vs WBREOX |
Best Risk-Adjusted Alternatives to HSTAX
HSTAX has a PortfoliosLab risk / return rank of 13. There are 359 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | HSTAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 92.00B | Nov 2001 | HSTAX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 93 | — | Nov 2004 | HSTAX vs POSKX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | HSTAX vs FTZIX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | HSTAX vs GTLOX |
Top Performing HSTAX Alternatives (YTD)
HSTAX is at 2.94% YTD. There are 356 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.70%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.70% | 17.20B | Dec 2004 | HSTAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.29% | 92.00B | Nov 2001 | HSTAX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 27.22% | — | Nov 2004 | HSTAX vs POSKX | |
| Integrity ESG Growth & Income Fund | 27.07% | — | Jan 1995 | HSTAX vs IGIAX | |
| Archer Multi Cap Fund | 25.25% | — | Dec 2019 | HSTAX vs ALSMX |
Lowest Volatility Alternatives to HSTAX
HSTAX has 10.11% 1-year volatility. There are 25 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | HSTAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.38% | — | Mar 2021 | HSTAX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.33% | — | Jul 2012 | HSTAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.34% | — | Jul 2012 | HSTAX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | HSTAX vs FSUVX |
Lowest Drawdown Alternatives to HSTAX
HSTAX has a 1-year max drawdown of -9.13%. There are 201 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | HSTAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | HSTAX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | HSTAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | HSTAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | HSTAX vs QUERX |
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 | 15 | 7.90% | — | Feb 2002 | HSTAX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 61 | 1.46% | — | May 2007 | HSTAX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 18 | 7.59% | — | Dec 1985 | HSTAX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 38 | 6.61% | — | Apr 1998 | HSTAX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 39 | 3.36% | — | Jul 2006 | HSTAX vs HBLYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 70 | 1.58% | — | May 2007 | HSTAX vs HHMIX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 60 | 10.19% | — | May 2010 | HSTAX vs HILYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 70 | 9.16% | — | Jul 1996 | HSTAX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 15 | 7.90% | — | Feb 2002 | HSTAX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 86 | 29.63% | — | — | HSTAX vs SEMNX |
Often Compared With HSTAX
Investors most often compare HSTAX with VOO, FGJEX, FNSTX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare HSTAX with Any Fund or Stock
Compare HSTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HSTAX with funds that move differently
Hartford Stock HLS Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HSTAX.
Explore HSTAX Diversifiers