Hartford Schroders Tax-Aware Bond Fund (STWTX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with STWTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to STWTX
STWTX charges 0.49% annually. There are 51 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | STWTX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | STWTX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | STWTX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | STWTX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | STWTX vs WFBIX |
Best Risk-Adjusted Alternatives to STWTX
STWTX has a PortfoliosLab risk / return rank of 61. There is 1 mutual fund in the Intermediate Core Bond category with a higher risk-adjusted rank, going as high as 62.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 62 | — | Mar 2006 | STWTX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 57 | — | Aug 1995 | STWTX vs PCGTX | |
| Manning & Napier Credit Series | 42 | — | Apr 2020 | STWTX vs MCDWX | |
| DFA Diversified Fixed Income Portfolio | 41 | — | Aug 2016 | STWTX vs DFXIX | |
| Fidelity Education Income Fund | 41 | — | Mar 2021 | STWTX vs FEDUX |
Top Performing STWTX Alternatives (YTD)
STWTX is at 1.08% YTD. There are 2 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.92% | — | Aug 1995 | STWTX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.33% | — | Mar 2006 | STWTX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.88% | — | Aug 2016 | STWTX vs DFXIX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.86% | — | May 2023 | STWTX vs FSMOX | |
| MassMutual Core Bond Fund | 0.81% | — | Sep 1994 | STWTX vs MCBDX |
Lowest Volatility Alternatives to STWTX
STWTX has 3.22% 1-year volatility. There are 10 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.46%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.46% | — | Mar 2021 | STWTX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.50% | — | Sep 2000 | STWTX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.50% | — | Sep 2000 | STWTX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.64% | — | Aug 2016 | STWTX vs DFXIX | |
| Fidelity Intermediate Bond Fund | 2.75% | — | May 1975 | STWTX vs FTHRX |
Lowest Drawdown Alternatives to STWTX
STWTX has a 1-year max drawdown of -3.34%. There are 97 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | STWTX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | STWTX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | STWTX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | STWTX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | STWTX vs FTHRX |
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 | STWTX vs HGOIX | |
| The Hartford Strategic Income Fund | Multisector Bonds | 56 | 1.08% | — | May 2007 | STWTX vs HSNIX | |
| Hartford Schroders International Stock Fund Class ... | Foreign Large Cap Equities | 23 | 8.51% | — | Dec 1985 | STWTX vs SCIEX | |
| Hartford Core Equity Fund | Large Cap Blend Equities | 44 | 8.18% | — | Apr 1998 | STWTX vs HGIYX | |
| The Hartford Balanced Income Fund | Diversified Portfolio | 35 | 3.36% | — | Jul 2006 | STWTX vs HBLYX | |
| Hartford Municipal Opportunities Fund | Municipal Bonds | 68 | 1.51% | — | May 2007 | STWTX vs HHMIX | |
| Hartford International Value Fund | Foreign Large Cap Equities | 68 | 12.61% | — | May 2010 | STWTX vs HILYX | |
| The Hartford Dividend and Growth Fund | Large Cap Value Equities | 79 | 10.92% | — | Jul 1996 | STWTX vs HDGYX | |
| The Hartford Growth Opportunities Fund | Large Cap Growth Equities | 18 | 9.79% | — | Feb 2002 | STWTX vs HGOYX | |
| Hartford Schroders Emerging Markets Equity Fund Cl... | Emerging Markets Equities | 84 | 26.88% | — | — | STWTX vs SEMNX |
Often Compared With STWTX
Investors most often compare STWTX with CFBNX, CRAIX, PRCIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare STWTX with Any Fund or Stock
Compare STWTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair STWTX with funds that move differently
Hartford Schroders Tax-Aware Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STWTX.
Explore STWTX Diversifiers