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HWDSX Hartford World Bond R4

3 lower fee alternatives found

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Fund HWDSX Hartford World Bond R4 PRSNX T. Rowe Price Global Multi-Sector Bd JHBTX Janus Global Bond T  
100% 86% 85%
Annual Fees
(1.05% Exp. Ratio)
(0.77% Exp. Ratio)
(0.91% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.83% annual return
$12,535.59 $13,644.60 $13,078.74
Est. savings over 30 yrs +$1,109.00 +$543.14
As of 9/30/16
1 YR RETURN 2.26%
3 YR 2.02%
5 YR 2.83%
10 YR --
1 YR RETURN 9.61%
3 YR 4.57%
5 YR 5.32%
10 YR --
1 YR RETURN 5.81%
3 YR 3.05%
5 YR 2.88%
10 YR --
The investment seeks capital appreciation with income as a secondary goal. The fund normally invests at least 80% of its net assets in a broad range of fixed income securities, including U.S. and non-U.S. government and corporate debt, mortgage-related and other asset-backed securities, loan participations, inflation-protected securities, structured securities, variable, floating, and inverse floating rate instruments and preferred stock. It will invest at least 75% of its net assets in investment grade debt securities; however, the fund has the ability to invest up to 50% of its net assets in securities rated below investment grade. It is non-diversified.
The investment seeks high income and some capital appreciation. The fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in bonds. It may invest in a variety of holdings in an effort to enhance income and achieve some capital growth. Up to 50% of the fund's net assets can be invested in non-U.S. dollar-denominated foreign debt securities. Up to 65% of the fund's net assets can be invested in securities and other holdings that are rated noninvestment-grade (below BBB, or an equivalent rating).
The investment seeks total return, consistent with preservation of capital. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in bonds. Bonds include, but are not limited to, corporate bonds, government notes and bonds, convertible bonds, commercial and residential mortgage-backed securities, and zero-coupon bonds. It invests in corporate debt securities of issuers in a number of different countries, which may include the United States. The fund may invest up to 35% of its net assets in high-yield/high-risk debt securities.

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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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