Hartford Schroders US Small Cap Opportunities Fund (SCUIX) belongs to the Small 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 SCUIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SCUIX
SCUIX charges 1.08% annually. There are 106 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | SCUIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | SCUIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | SCUIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | SCUIX vs SWSSX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | 0.05% | 11.50B | Mar 1999 | SCUIX vs VTMSX |
Best Risk-Adjusted Alternatives to SCUIX
SCUIX has a PortfoliosLab risk / return rank of 67. There are 99 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | SCUIX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 95 | — | Apr 1997 | SCUIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 95 | — | Apr 1997 | SCUIX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 92 | — | Dec 1997 | SCUIX vs IPSIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | SCUIX vs RIVSX |
Top Performing SCUIX Alternatives (YTD)
SCUIX is at 17.37% YTD. There are 112 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 34.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 34.02% | — | Dec 2007 | SCUIX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.94% | — | Dec 1991 | SCUIX vs RYOTX | |
| River Oak Discovery Fund | 30.67% | — | Jun 2005 | SCUIX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 29.05% | — | Apr 1997 | SCUIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.85% | — | Apr 1997 | SCUIX vs WESCX |
Lowest Volatility Alternatives to SCUIX
SCUIX has 17.86% 1-year volatility. There are 81 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.39% | — | Feb 2017 | SCUIX vs CSMDX | |
| DFA International Small Company Portfolio | 14.43% | 16.04B | Sep 1996 | SCUIX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | SCUIX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.89% | — | Sep 2011 | SCUIX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.91% | — | Sep 2011 | SCUIX vs FTHNX |
Lowest Drawdown Alternatives to SCUIX
SCUIX has a 1-year max drawdown of -10.92%. There are 107 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | SCUIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | SCUIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | SCUIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | SCUIX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | SCUIX vs SSCDX |
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 | SCUIX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 32 | -0.08% | — | May 2007 | SCUIX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 39 | 9.90% | — | Dec 1985 | SCUIX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 38 | 7.83% | — | Apr 1998 | SCUIX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 50 | 3.83% | — | Jul 2006 | SCUIX vs HBLYX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 87 | 17.04% | — | May 2010 | SCUIX vs HILYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 55 | 0.18% | — | May 2007 | SCUIX vs HHMIX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 90 | 13.33% | — | Jul 1996 | SCUIX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 10 | 3.44% | — | Feb 2002 | SCUIX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 73 | 21.92% | — | — | SCUIX vs SEMNX |
Often Compared With SCUIX
Investors most often compare SCUIX with BOSOX, AUERX, TISBX. These 12 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SCUIX with Any Fund or Stock
Compare SCUIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SCUIX with funds that move differently
Hartford Schroders US Small Cap Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SCUIX.
Explore SCUIX Diversifiers