HIBSX

Active

HARTFORD STOCK HLS FUND

Category: US Equity (9,528 funds)

Expense Ratio
0.76%
Annual Cost per $10K
$76.00
30-Year Fee Drag per $10K
$14,656
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+3.23%

Asset Allocation

US Equity
88%
Intl Equity
11%

Fee Comparison

HIBSX
0.76%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

28% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+25.07%3Y
Compare to

Fee Impact Calculator

$
%
HIBSX at 0.76%$307,335
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$73,278
Cost vs index fund−$70,089

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
HIBSXHARTFORD STOCK HLS FUND0.76%
FCNKXFidelity Contrafund0.56%
MEIAXMFS Value Fund0.79%
AFMFXAmerican Mutual Fund0.57%
AWSHXWashington Mutual Investors Fund0.31%
AMCFXAMCAP Fund0.43%
AICCXInvestment Co of America0.32%
FMAEXFidelity Magellan Fund0.62%
PMBJXMidCap Fund0.80%
FOCKXFidelity OTC Portfolio1.05%
TRZDXT. Rowe Price Dividend Growth Fund, Inc.0.49%
FLCNXFidelity Contrafund K60.45%
FBCCXFidelity Blue Chip Growth Fund0.97%
FZANXFidelity Advisor New Insights Fund0.53%
FRISXFranklin Rising Dividends Fund0.52%
TRUZXT. Rowe Price New Horizons Fund, Inc.0.64%
FDTRXFranklin Dynatech Fund0.45%
PEIYXPutnam Large Cap Value Fund0.63%
TRZQXT. Rowe Price Equity Income Fund0.53%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
QVG2QVIP Growth Portfolio0.66%
FIFRXFranklin Growth Fund0.46%
CDIRXColumbia Dividend Income Fund1.15%
VAFAXInvesco American Franchise Fund0.93%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
MVCKXMFS Mid Cap Value Fund0.62%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
JMUEXJPMorgan U.S. Equity Fund0.94%
MFEGXMFS Growth Fund0.83%
FZAFXFidelity Advisor Equity Growth Fund0.55%
MCPRXMFS Mid Cap Growth Fund1.02%
XFBRXVIP Mid Cap Portfolio0.82%
DDFIXInvesco Diversified Dividend Fund1.07%
FZAHXFidelity Advisor Growth Opportunities Fund0.37%
FDSVXFidelity Growth Discovery Fund0.62%
FFOJXSelect Technology Portfolio0.91%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
ACSCXSmall Cap Value Fund0.73%
BBVLXBridge Builder Large Cap Value Fund0.23%
TRMIXT. Rowe Price Mid-Cap Value Fund, Inc.0.71%
JVMAXDisciplined Value Mid Cap Fund0.74%
AMAGXAmana Growth Fund0.61%
MRERXMFS Core Equity Fund0.88%
ACCLXMid Cap Value Fund0.62%
CGPAXAmerican Funds Growth Portfolio0.99%
MFRKXMFS Research Fund0.46%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
FBCGXFidelity Blue Chip Growth K6 Fund0.45%
FMILXFidelity New Millennium Fund0.76%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
JLCNXFundamental Large Cap Core Fund0.65%
TRZZXT. Rowe Price Small-Cap Stock Fund, Inc.0.74%
FADTXFidelity Advisor Technology Fund0.55%
HIACXHARTFORD CAPITAL APPRECIATION HLS FUND0.67%
DAGVXBNY Mellon Dynamic Value Fund0.93%
LAMHXLord Abbett Dividend Growth Fund0.59%
FDSSXFidelity Stock Selector Fund0.49%
THISXT. Rowe Price Health Sciences Fund, Inc.0.67%
CCIFXColumbia Seligman Technology and Information Fund0.91%
ARKKARK Innovation ETF0.75%
MGRPXGROWTH PORTFOLIO0.52%
BBGSXBridge Builder Small/Mid Cap Growth Fund0.34%
WFPRXAllspring Special Mid Cap Value Fund0.70%
LSITXClearBridge Large Cap Growth Fund0.64%
FLCKXFidelity Leveraged Company Stock Fund0.61%
POAGXPRIMECAP Odyssey Aggressive Growth Fund0.66%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
POGRXPRIMECAP Odyssey Growth Fund0.66%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
LAFVXLORD ABBETT AFFILIATED FUND INC0.39%
JLVMXJPMorgan Large Cap Value Fund0.93%
FCAKXFidelity Capital Appreciation Fund0.66%
NICSXNicholas Fund, Inc.0.70%
PNOBXPutnam Sustainable Leaders Fund0.88%
POLRXPolen Growth Fund1.22%
PARWXParnassus Value Equity Fund0.88%
HIADXHARTFORD DIVIDEND AND GROWTH HLS FUND0.66%
PBCJXBlue Chip Fund0.92%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
ICEQXMacquarie Core Equity Fund0.74%
ABSZXAB Discovery Value Fund0.81%
BGRUXBARON GROWTH FUND1.09%
PMEGXT. Rowe Price Institutional Mid-Cap Equity Growth Fund$1M min0.61%
HCAFXTHE HARTFORD CAPITAL APPRECIATION FUND0.70%
WGROXWasatch Core Growth Fund1.17%
BAWAXBrown Advisory Sustainable Growth Fund0.60%
FFDKXFidelity Fund0.42%
ARGFXAriel Fund1.00%
TRSSXT. Rowe Price Institutional Small-Cap Stock Fund$1M min0.66%
MXHAXEmpower Large Cap Value Fund0.81%
HNLVXHarbor Large Cap Value Fund0.61%
LCSSXClearBridge Select Fund0.98%
FGSLXFidelity Growth Strategies Fund0.61%
LGLOXLord Abbett Growth Leaders Fund0.59%
WSMRXWilliam Blair Small-Mid Cap Growth Fund0.94%
ACGIXInvesco Growth and Income Fund0.78%
QQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund0.55%
MMUKXMFS Utilities Fund0.66%
HQIFXTHE HARTFORD EQUITY INCOME FUND0.64%
FIDFXFidelity Mid Cap Value Fund0.75%

Analyze Your Full Portfolio

See your blended expense ratio, aggregate asset allocation, and total fee drag across all your holdings.

Get Started Free