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 a closer substitute for your current allocation.
Cheapest Alternatives to HFCSX
HFCSX charges 1.49% annually. There are 151 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | HFCSX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | HFCSX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | HFCSX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | HFCSX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | HFCSX vs VMFGX |
Best Risk-Adjusted Alternatives to HFCSX
HFCSX has a PortfoliosLab risk / return rank of 10. There are 74 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 86 | 31.20B | Aug 1995 | HFCSX vs VHCOX | |
| Needham Growth Fund Institutional Class | 80 | — | Dec 2016 | HFCSX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 79 | — | Oct 2000 | HFCSX vs TAAGX | |
| Needham Growth Fund | 79 | — | Jan 1996 | HFCSX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 77 | — | Nov 2004 | HFCSX vs POAGX |
Top Performing HFCSX Alternatives (YTD)
HFCSX is at 3.56% YTD. There are 120 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 44.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 44.25% | — | Dec 2016 | HFCSX vs NEEIX | |
| Needham Growth Fund | 43.95% | — | Jan 1996 | HFCSX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 36.38% | — | May 2007 | HFCSX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 28.94% | — | Oct 2000 | HFCSX vs TAAGX | |
| Kinetics Paradigm Fund | 24.23% | — | Dec 1999 | HFCSX vs WWNPX |
Lowest Volatility Alternatives to HFCSX
HFCSX has 29.84% 1-year volatility. There are 155 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.71% | — | May 2021 | HFCSX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.31% | — | May 2010 | HFCSX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.71% | — | Dec 1996 | HFCSX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | HFCSX vs VLIFX | |
| Sparrow Growth Fund | 13.54% | — | Oct 1998 | HFCSX vs SGFFX |
Lowest Drawdown Alternatives to HFCSX
HFCSX has a 1-year max drawdown of -19.90%. There are 143 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | HFCSX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | HFCSX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | HFCSX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | HFCSX vs SECUX | |
| Timothy Plan Aggressive Growth Fund | -9.26% | — | Oct 2000 | HFCSX vs TAAGX |
Other Mutual Funds from Hennessy
The 10 most viewed Hennessy mutual funds shown here include HFMDX, HFCGX, HJPNX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hennessy Cornerstone Mid Cap 30 Fund | Mid Cap Blend Equities | 24 | 14.16% | — | Sep 2003 | HFCSX vs HFMDX | |
| Hennessy Cornerstone Growth Fund | Small Cap Blend Equities | 41 | 11.87% | — | Nov 1996 | HFCSX vs HFCGX | |
| Hennessy Japan Fund | Japan Equities, Asia Pacific Equities | 52 | 21.83% | — | Oct 2003 | HFCSX vs HJPNX | |
| Hennessy Midstream Fund | Energy Equities | 44 | 19.05% | — | Dec 2013 | HFCSX vs HMSIX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 90 | 14.64% | — | Nov 1996 | HFCSX vs HFCVX | |
| Hennessy Gas Utility Fund | Utilities Equities | 52 | 13.80% | — | May 1989 | HFCSX vs GASFX | |
| Hennessy Midstream Fund Investor Class | MLPs | 43 | 18.82% | — | Dec 2013 | HFCSX vs HMSFX | |
| Hennessy Japan Small Cap Fund | Japan Equities, Asia Pacific Equities | 43 | 14.18% | — | Aug 2007 | HFCSX vs HJPSX | |
| Hennessy Balanced Fund | Diversified Portfolio | 82 | 7.59% | — | Mar 1996 | HFCSX vs HBFBX | |
| Hennessy Energy Transition Fund | Energy Equities | 42 | 21.75% | — | Dec 2013 | HFCSX vs HNRIX |
Often Compared With HFCSX
Investors most often compare HFCSX with CTIGX, VRTTX, HFLGX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare HFCSX with Any Fund or Stock
Compare HFCSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HFCSX with funds that move differently
Hennessy Focus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HFCSX.
Explore HFCSX Diversifiers