Hennessy Midstream Fund Investor Class (HMSFX) Alternatives
Hennessy Midstream Fund Investor Class (HMSFX) 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 HMSFX. 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 HMSFX
HMSFX charges 1.75% annually. Among mutual funds in the MLPs category, these options have the lowest expense ratios among HMSFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Invesco SteelPath MLP Alpha Fund Class A | 1.54% | Mar 31, 2010 | HMSFX vs MLPAX | |
| Neuberger Berman MLP | 2.72% | Mar 26, 2013 | HMSFX vs NML | |
| Tortoise Energy Infrastructure Closed Fund | 2.90% | — | HMSFX vs TYG | |
| Invesco SteelPath MLP Income Fund Class A | 9.02% | Mar 31, 2010 | HMSFX vs MLPDX | |
| Invesco SteelPath MLP Select 40 Fund Class A | 10.29% | Mar 31, 2010 | HMSFX vs MLPFX |
Best Risk-Adjusted Alternatives to HMSFX
Among mutual funds in the MLPs 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 | |
|---|---|---|---|---|
| Tortoise Energy Infrastructure Closed Fund | 72 | — | HMSFX vs TYG | |
| Neuberger Berman MLP | 67 | Mar 26, 2013 | HMSFX vs NML | |
| Invesco SteelPath MLP Select 40 Fund Class A | 54 | Mar 31, 2010 | HMSFX vs MLPFX | |
| ClearBridge Energy Midstream Opportunity Fund | 42 | Jun 10, 2011 | HMSFX vs EMO | |
| Invesco SteelPath MLP Income Fund Class A | 40 | Mar 31, 2010 | HMSFX vs MLPDX |
Top Performing HMSFX Alternatives (YTD)
HMSFX alternatives from the MLPs category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Neuberger Berman MLP | 25.95% | Mar 26, 2013 | HMSFX vs NML | |
| Tortoise Energy Infrastructure Closed Fund | 25.59% | — | HMSFX vs TYG | |
| Invesco SteelPath MLP Alpha Plus Fund Class A | 24.85% | Feb 6, 2012 | HMSFX vs MLPLX | |
| ClearBridge Energy Midstream Opportunity Fund | 20.88% | Jun 10, 2011 | HMSFX vs EMO | |
| Invesco SteelPath MLP Select 40 Fund Class A | 20.14% | Mar 31, 2010 | HMSFX vs MLPFX |
Lowest Volatility Alternatives to HMSFX
HMSFX alternatives from the MLPs category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Invesco SteelPath MLP Income Fund Class A | 16.15% | Mar 31, 2010 | HMSFX vs MLPDX | |
| Invesco SteelPath MLP Alpha Fund Class A | 16.71% | Mar 31, 2010 | HMSFX vs MLPAX | |
| Invesco SteelPath MLP Select 40 Fund Class A | 16.92% | Mar 31, 2010 | HMSFX vs MLPFX | |
| ClearBridge Energy Midstream Opportunity Fund | 21.39% | Jun 10, 2011 | HMSFX vs EMO | |
| Neuberger Berman MLP | 21.79% | Mar 26, 2013 | HMSFX vs NML |
Lowest Drawdown Alternatives to HMSFX
HMSFX alternatives from the MLPs category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Invesco SteelPath MLP Income Fund Class A | -14.45% | Mar 31, 2010 | HMSFX vs MLPDX | |
| Invesco SteelPath MLP Select 40 Fund Class A | -14.55% | Mar 31, 2010 | HMSFX vs MLPFX | |
| Invesco SteelPath MLP Alpha Fund Class A | -14.80% | Mar 31, 2010 | HMSFX vs MLPAX | |
| Neuberger Berman MLP | -15.72% | Mar 26, 2013 | HMSFX vs NML | |
| Invesco SteelPath MLP Alpha Plus Fund Class A | -18.61% | Feb 6, 2012 | HMSFX vs MLPLX |
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 | HMSFX vs HFMDX | |
| Hennessy Cornerstone Growth Fund | Small Cap Blend Equities | 24 | 0.00% | Nov 1, 1996 | HMSFX vs HFCGX | |
| Hennessy Japan Fund | Japan Equities | 25 | -1.56% | Oct 30, 2003 | HMSFX vs HJPNX | |
| Hennessy Midstream Fund | Energy Equities | 16 | 17.65% | Dec 30, 2013 | HMSFX vs HMSIX | |
| Hennessy Focus Fund | Mid Cap Growth Equities | 42 | -5.05% | Jan 3, 1997 | HMSFX vs HFCSX | |
| Hennessy Gas Utility Fund | Utilities Equities | 77 | 14.24% | May 9, 1989 | HMSFX vs GASFX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 75 | 8.31% | Nov 1, 1996 | HMSFX vs HFCVX | |
| Hennessy Japan Small Cap Fund | Japan Equities | 73 | 0.77% | Aug 30, 2007 | HMSFX vs HJPSX | |
| Hennessy Cornerstone Large Cap Growth Fund | Large Cap Value Equities | 36 | 3.18% | Mar 20, 2009 | HMSFX vs HFLGX | |
| Hennessy Balanced Fund | Diversified Portfolio | 73 | 3.41% | Mar 7, 1996 | HMSFX vs HBFBX |
Often Compared With HMSFX
What investors most often compare with HMSFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Westwood Salient Enhanced Midstream Income ETF | Energy Equities | 42 | 11.80% | Apr 8, 2024 | HMSFX vs MDST | |
| Alerian MLP ETF | MLPs | 32 | 14.20% | Aug 23, 2010 | HMSFX vs AMLP |
Compare HMSFX with Any Fund or Stock
Compare HMSFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.