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HAIAX Hartford Core Equity A

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Fund HAIAX Hartford Core Equity A USMV iShares Edge MSCI Min Vol USA  
100% 91%
Annual Fees
(0.80% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$41,721.56 $50,751.92
Est. savings over 30 yrs +$9,030.36
As of 9/30/16
1 YR RETURN 10.06%
3 YR 12.03%
5 YR 17.01%
10 YR 7.46%
1 YR RETURN 17.26%
3 YR 13.32%
5 YR --
10 YR --
The investment seeks growth of capital. The fund normally invests at least 80% of its assets in common stocks. Its portfolio is broadly diversified by industry and company. The fund may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the S&P 500 Index. It may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.
The investment seeks the investment results of the MSCI USA Minimum Volatility (USD) Index. The fund will invest at least 90% of its assets in the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the USA that, in the aggregate, have lower volatility relative to the broader U.S. equity market.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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