Hartford Schroders US MidCap Opportunities Fund (SMDIX) belongs to the Mid 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 SMDIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SMDIX
SMDIX charges 0.89% annually. There are 59 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | SMDIX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | SMDIX vs VMCIX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | SMDIX vs VMCPX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | SMDIX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | SMDIX vs FSMAX |
Best Risk-Adjusted Alternatives to SMDIX
SMDIX has a PortfoliosLab risk / return rank of 79. There are 6 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | SMDIX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | SMDIX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | SMDIX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | SMDIX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | SMDIX vs FZAMX |
Top Performing SMDIX Alternatives (YTD)
SMDIX is at 18.14% YTD. There are 34 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | SMDIX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | SMDIX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | SMDIX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | SMDIX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | SMDIX vs FZAMX |
Lowest Volatility Alternatives to SMDIX
SMDIX has 13.70% 1-year volatility. There are 21 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | SMDIX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | SMDIX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | SMDIX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | SMDIX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | SMDIX vs RSINX |
Lowest Drawdown Alternatives to SMDIX
SMDIX has a 1-year max drawdown of -7.40%. There are 5 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | SMDIX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | SMDIX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | SMDIX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | SMDIX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | SMDIX vs DNLDX |
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 | 10.01% | — | Feb 2002 | SMDIX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 54 | 1.08% | — | May 2007 | SMDIX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 23 | 8.23% | — | Dec 1985 | SMDIX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 45 | 8.68% | — | Apr 1998 | SMDIX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 34 | 3.49% | — | Jul 2006 | SMDIX vs HBLYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 68 | 1.39% | — | May 2007 | SMDIX vs HHMIX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 71 | 13.38% | — | May 2010 | SMDIX vs HILYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 77 | 10.84% | — | Jul 1996 | SMDIX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 18 | 10.01% | — | Feb 2002 | SMDIX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 84 | 27.06% | — | — | SMDIX vs SEMNX |
Often Compared With SMDIX
Investors most often compare SMDIX with VO, MISIX, CRMAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SMDIX with Any Fund or Stock
Compare SMDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SMDIX with funds that move differently
Hartford Schroders US MidCap Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SMDIX.
Explore SMDIX Diversifiers