Investment Test Drive

HGOSX Hartford Growth Opportunities R4

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund HGOSX Hartford Growth Opportunities R4 QQQE Direxion NASDAQ-100® Equal Wtd ETF GTLLX Glenmede Large Cap Growth  
100% 86% 88%
Annual Fees
(1.15% Exp. Ratio)
(0.35% Exp. Ratio)
(0.87% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$36,655.54 $46,682.98 $39,901.81
Est. savings over 30 yrs +$10,027.43 +$3,246.27
As of 9/30/16
1 YR RETURN 11.54%
3 YR 11.87%
5 YR 18.39%
10 YR 8.75%
1 YR RETURN 14.85%
3 YR 11.93%
5 YR --
10 YR --
1 YR RETURN 12.83%
3 YR 13.70%
5 YR 18.75%
10 YR 9.20%
The investment seeks capital appreciation. The fund invests primarily in a diversified portfolio of common stocks covering a broad range of industries, companies and market capitalizations that the sub-adviser believes have superior growth potential with a focus on mid to large capitalization stocks. It may invest up to 25% of its net assets in foreign issuers and non-dollar securities. The fund may trade securities actively.
The investment seeks investment results before fees and expenses that track the NASDAQ-100® Equal Weighted Index. The fund, under normal circumstances, invests at least 80% of its assets in the equity securities that comprise the NASDAQ-100® Equal Weighted Index. The index is the equal weighted version of the NASDAQ-100 Index® which includes 100 of the largest domestic and international non-financial securities listed on the NASDAQ® Stock Market (the "NASDAQ®") based on market capitalization. The fund is non-diversified.
The investment seeks maximum long-term total return consistent with reasonable risk to principal. The fund normally invests at least 80% of the value of its net assets (including borrowings for investment purposes) in equity securities, such as common stocks, of U.S. large cap companies. Large cap companies include companies with market capitalizations, at the time of purchase, within the market capitalization range of any stock in the Russell 1000® Index.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


Your Feedback has been sent successfully!