ClearBridge Energy Midstream Opportunity Fund Inc. (EMO) belongs to the MLPs category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with EMO. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to EMO
EMO charges 3.22% annually. There are 5 mutual funds in the MLPs category with lower expense ratios, going as low as 1.11%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Energy Infrastructure Fund Class P | 1.11% | — | Apr 2018 | EMO vs GAMPX | |
| Invesco SteelPath MLP Alpha Fund Class A | 1.54% | — | Mar 2010 | EMO vs MLPAX | |
| Hennessy Midstream Fund Investor Class | 1.75% | — | Dec 2013 | EMO vs HMSFX | |
| Neuberger Berman MLP | 2.72% | — | Mar 2013 | EMO vs NML | |
| Tortoise Energy Infrastructure Closed Fund | 2.90% | — | — | EMO vs TYG |
Best Risk-Adjusted Alternatives to EMO
EMO has a PortfoliosLab risk / return rank of 37. There are 7 mutual funds in the MLPs category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco SteelPath MLP Select 40 Fund Class A | 85 | — | Mar 2010 | EMO vs MLPFX | |
| Invesco SteelPath MLP Income Fund Class A | 83 | — | Mar 2010 | EMO vs MLPDX | |
| Invesco SteelPath MLP Alpha Fund Class A | 80 | — | Mar 2010 | EMO vs MLPAX | |
| Goldman Sachs Energy Infrastructure Fund Class P | 79 | — | Apr 2018 | EMO vs GAMPX | |
| Invesco SteelPath MLP Alpha Plus Fund Class A | 76 | — | Feb 2012 | EMO vs MLPLX |
Top Performing EMO Alternatives (YTD)
EMO is at 20.68% YTD. There are 6 mutual funds in the MLPs category with higher YTD returns, going as high as 32.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco SteelPath MLP Alpha Plus Fund Class A | 32.19% | — | Feb 2012 | EMO vs MLPLX | |
| Neuberger Berman MLP | 28.72% | — | Mar 2013 | EMO vs NML | |
| Goldman Sachs Energy Infrastructure Fund Class P | 26.95% | — | Apr 2018 | EMO vs GAMPX | |
| Invesco SteelPath MLP Select 40 Fund Class A | 26.16% | — | Mar 2010 | EMO vs MLPFX | |
| Invesco SteelPath MLP Income Fund Class A | 24.58% | — | Mar 2010 | EMO vs MLPDX |
Lowest Volatility Alternatives to EMO
EMO has 16.45% 1-year volatility. There are 5 mutual funds in the MLPs category with lower 1-year volatility, going as low as 11.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco SteelPath MLP Alpha Fund Class A | 11.72% | — | Mar 2010 | EMO vs MLPAX | |
| Invesco SteelPath MLP Income Fund Class A | 12.41% | — | Mar 2010 | EMO vs MLPDX | |
| Invesco SteelPath MLP Select 40 Fund Class A | 13.10% | — | Mar 2010 | EMO vs MLPFX | |
| Goldman Sachs Energy Infrastructure Fund Class P | 14.88% | — | Apr 2018 | EMO vs GAMPX | |
| Hennessy Midstream Fund Investor Class | 15.22% | — | Dec 2013 | EMO vs HMSFX |
Lowest Drawdown Alternatives to EMO
EMO has a 1-year max drawdown of -10.87%. There are 7 mutual funds in the MLPs category with shallower 1-year drawdowns, going as shallow as -5.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco SteelPath MLP Alpha Fund Class A | -5.92% | — | Mar 2010 | EMO vs MLPAX | |
| Hennessy Midstream Fund Investor Class | -6.91% | — | Dec 2013 | EMO vs HMSFX | |
| Goldman Sachs Energy Infrastructure Fund Class P | -7.23% | — | Apr 2018 | EMO vs GAMPX | |
| Invesco SteelPath MLP Select 40 Fund Class A | -7.40% | — | Mar 2010 | EMO vs MLPFX | |
| Invesco SteelPath MLP Income Fund Class A | -7.51% | — | Mar 2010 | EMO vs MLPDX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 9 | 3.59% | — | Jan 1968 | EMO vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 38 | -12.38% | — | May 1969 | EMO vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 91 | 5.62% | — | — | EMO vs FKINX | |
| Franklin Growth Fund Class A | Large Cap Growth Equities | 22 | 6.30% | — | Apr 1948 | EMO vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 38 | 8.00% | — | Jan 1987 | EMO vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 6 | 1.07% | — | Aug 1997 | EMO vs SBLGX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 60 | 13.92% | — | Oct 1990 | EMO vs TFEQX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 94 | 5.78% | — | Aug 1997 | EMO vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | -0.18% | — | Oct 1983 | EMO vs SHRAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 31 | 6.73% | — | Mar 1970 | EMO vs SHAPX |
Often Compared With EMO
Investors most often compare EMO with SRV, NXG, MLPA. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare EMO with Any Fund or Stock
Compare EMO with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair EMO with funds that move differently
ClearBridge Energy Midstream Opportunity Fund Inc. alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to EMO.
Explore EMO Diversifiers