Hennessy Focus Fund (HFCSX) Alternatives
Hennessy Focus Fund (HFCSX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HFCSX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to HFCSX
HFCSX charges 1.49% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among HFCSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | HFCSX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | HFCSX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | HFCSX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | HFCSX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | HFCSX vs VMGMX |
Best Risk-Adjusted Alternatives to HFCSX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | HFCSX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | HFCSX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | HFCSX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | HFCSX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | HFCSX vs BFGIX |
Top Performing HFCSX Alternatives (YTD)
HFCSX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | HFCSX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | HFCSX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | HFCSX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | HFCSX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | HFCSX vs NEEGX |
Lowest Volatility Alternatives to HFCSX
HFCSX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | HFCSX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | HFCSX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | HFCSX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | HFCSX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | HFCSX vs VSNGX |
Lowest Drawdown Alternatives to HFCSX
HFCSX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | HFCSX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | HFCSX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | HFCSX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | HFCSX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | HFCSX vs VLEQX |
Other Mutual Funds from Hennessy
Most popular Hennessy mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Hennessy Cornerstone Mid Cap 30 Fund | Mid Cap Blend Equities | 14 | -4.78% | Sep 17, 2003 | HFCSX vs HFMDX | |
| Hennessy Cornerstone Growth Fund | Small Cap Blend Equities | 24 | 0.00% | Nov 1, 1996 | HFCSX vs HFCGX | |
| Hennessy Japan Fund | Japan Equities | 25 | -1.56% | Oct 30, 2003 | HFCSX vs HJPNX | |
| Hennessy Midstream Fund | Energy Equities | 16 | 17.65% | Dec 30, 2013 | HFCSX vs HMSIX | |
| Hennessy Gas Utility Fund | Utilities Equities | 77 | 14.24% | May 9, 1989 | HFCSX vs GASFX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 75 | 8.31% | Nov 1, 1996 | HFCSX vs HFCVX | |
| Hennessy Japan Small Cap Fund | Japan Equities | 73 | 0.77% | Aug 30, 2007 | HFCSX vs HJPSX | |
| Hennessy Cornerstone Large Cap Growth Fund | Large Cap Value Equities | 36 | 3.18% | Mar 20, 2009 | HFCSX vs HFLGX | |
| Hennessy Balanced Fund | Diversified Portfolio | 73 | 3.41% | Mar 7, 1996 | HFCSX vs HBFBX | |
| Hennessy Technology Fund | Technology Equities | 19 | -10.79% | Jan 31, 2002 | HFCSX vs HTECX |
Often Compared With HFCSX
What investors most often compare with HFCSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Russell 3000 Index Fund Institutional Sha... | Large Cap Blend Equities | 44 | -6.72% | Nov 1, 2010 | HFCSX vs VRTTX | |
| Hennessy Energy Transition Fund | Energy Equities | 83 | 31.39% | Dec 30, 2013 | HFCSX vs HNRIX | |
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | -2.83% | Oct 31, 2012 | HFCSX vs IMIDX |
Compare HFCSX with Any Fund or Stock
Compare HFCSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.