Hartford Multi-Asset Income Fund (IHAYX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IHAYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IHAYX
IHAYX charges 0.74% annually. There are 323 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | IHAYX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | IHAYX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | IHAYX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | IHAYX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | IHAYX vs BWBIX |
Best Risk-Adjusted Alternatives to IHAYX
IHAYX has a PortfoliosLab risk / return rank of 73. There are 132 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | IHAYX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | IHAYX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | IHAYX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | IHAYX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | IHAYX vs FSRRX |
Top Performing IHAYX Alternatives (YTD)
IHAYX is at 5.00% YTD. There are 354 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | IHAYX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | IHAYX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | IHAYX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | IHAYX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | IHAYX vs BRUFX |
Lowest Volatility Alternatives to IHAYX
IHAYX has 6.10% 1-year volatility. There are 103 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | IHAYX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | IHAYX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | IHAYX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | IHAYX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | IHAYX vs CSTAX |
Lowest Drawdown Alternatives to IHAYX
IHAYX has a 1-year max drawdown of -5.34%. There are 164 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | IHAYX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | IHAYX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | IHAYX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | IHAYX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | IHAYX vs CSTAX |
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 | 9 | 1.75% | — | Feb 2002 | IHAYX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 40 | 0.04% | — | May 2007 | IHAYX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 40 | 9.90% | — | Dec 1985 | IHAYX vs SCIEX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 53 | 3.90% | — | Jul 2006 | IHAYX vs HBLYX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 38 | 6.76% | — | Apr 1998 | IHAYX vs HGIYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 89 | 18.21% | — | May 2010 | IHAYX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 63 | 0.18% | — | May 2007 | IHAYX vs HHMIX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 88 | 12.49% | — | Jul 1996 | IHAYX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 9 | 1.74% | — | Feb 2002 | IHAYX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 71 | 19.30% | — | — | IHAYX vs SEMNX |
Often Compared With IHAYX
Investors most often compare IHAYX with BLNDX, FYMIX, MHELX. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare IHAYX with Any Fund or Stock
Compare IHAYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IHAYX with funds that move differently
Hartford Multi-Asset Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IHAYX.
Explore IHAYX Diversifiers