Brookfield Mutual Funds List
Here you can find all mutual funds issued by Brookfield and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 4
- Avg. Expense Ratio
- 1.48%
- Avg. 1 Year Return
- 16.21%
- Avg. 5 Year Return
- 7.63%
- Median Risk/Return Score
- 48 / 100
Brookfield Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brookfield Global Listed Infrastructure Fund | Infrastructure Equities, Energy Equities | Nov 29, 2011 | 1.00% | 10.93% | 6.29% | 27.96% | 62 | ||||||||
| Brookfield Global Listed Real Estate Fund | REIT | Nov 29, 2011 | 0.95% | 9.79% | 3.16% | 2.15% | 34 | ||||||||
| Center Coast Brookfield Midstream Focus Fund | Energy Equities | Dec 30, 2010 | 1.21% | 24.46% | 8.06% | 4.59% | 70 |
Explore top Brookfield Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Brookfield Mutual funds by Risk/Return Score
The top Brookfield Mutual funds by PortfoliosLab Risk/Return Score are CCCNX (70) and BGLYX (62).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Center Coast Brookfield Midstream Focus Fund | 70 | — | Dec 2010 | |
| Brookfield Global Listed Infrastructure Fund | 62 | — | Nov 2011 | |
| Brookfield Global Listed Real Estate Fund | 34 | — | Nov 2011 |
Best-Performing Brookfield Mutual funds Over 5 Years
The top Brookfield Mutual funds is CCCNX (21.08%).
Across the lineup, Brookfield Mutual funds show an average 1-year return of 16.21% and an average 5-year return of 7.63%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Center Coast Brookfield Midstream Focus Fund | 21.08% | — | Dec 2010 | |
| Brookfield Global Listed Infrastructure Fund | 7.45% | — | Nov 2011 | |
| Brookfield Global Listed Real Estate Fund | 1.25% | — | Nov 2011 |
Lowest-Cost Brookfield Mutual funds
The top Brookfield Mutual funds is BLRYX (0.95%).
With an average expense ratio of 1.48%, Brookfield Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Brookfield Global Listed Real Estate Fund | 0.95% | — | Nov 2011 | |
| Brookfield Global Listed Infrastructure Fund | 1.00% | — | Nov 2011 | |
| Center Coast Brookfield Midstream Focus Fund | 1.21% | — | Dec 2010 |
Highest-Yield Brookfield Mutual funds
The top Brookfield Mutual funds is BGLYX (27.96%).
Across the lineup, Brookfield Mutual funds show an average dividend yield of 11.44%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Brookfield Global Listed Infrastructure Fund | 27.96% | — | Nov 2011 | |
| Center Coast Brookfield Midstream Focus Fund | 4.59% | — | Dec 2010 | |
| Brookfield Global Listed Real Estate Fund | 2.15% | — | Nov 2011 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.