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HAICX Hartford Multi-Asset Income C

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Fund HAICX Hartford Multi-Asset Income C IWPVX Voya Global Perspectives W GPMIX GuidePath® Multi-Asset Income Allc Svc  
100% 87% 86%
Annual Fees
(1.91% Exp. Ratio)
(0.98% Exp. Ratio)
(1.76% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$19,565.29 $25,967.61 $20,483.06
Est. savings over 30 yrs +$6,402.32 +$917.77
As of 12/31/16
1 YR RETURN 6.49%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.62%
3 YR 2.36%
5 YR --
10 YR --
1 YR RETURN 7.65%
3 YR 2.64%
5 YR --
10 YR --
The investment seeks a high level of current income consistent with growth of capital. Under normal circumstances, the fund targets a neutral allocation of approximately 30% in equity securities and 70% in fixed income securities. The equity portion of the fund's portfolio may invest in various types of equity instruments including, but not limited to, common stock, depositary receipts, equity-linked notes ("ELNs"), real estate-related securities, preferred stock, rights, warrants, exchange-traded funds ("ETFs"), master limited partnerships ("MLPs") and derivative instruments. The fund may invest in equity securities of issuers with any market capitalization.
The investment seeks total return. Under normal market conditions, approximately 60% of the fund's net assets will be allocated to underlying funds that predominantly invest in equity securities, and approximately 40% of the fund's net assets will be allocated to underlying funds that predominantly invest in debt instruments, including U.S. government securities and money market instruments ("Target Allocation").
The investment seeks to maximize current income while moderating risk and volatility in the portfolio; as a secondary objective, it seeks capital appreciation. The fund operates as a fund of funds, investing primarily in registered mutual funds (both actively and passively managed) and exchange-traded funds ("ETFs"). The funds in which the fund may invest are referred to herein as the "underlying funds." The Advisor believes that investing in underlying funds provides the fund with an efficient means of creating a portfolio that provides investors with indirect exposure to a broad range of asset classes.

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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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