Brookfield Global Listed Infrastructure Fund (BGLYX) belongs to the Energy Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BGLYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BGLYX
BGLYX charges 1.00% annually. There are 33 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Energy Index Fund Admiral Shares | 0.10% | 11.80B | Oct 2004 | BGLYX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | BGLYX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | BGLYX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | BGLYX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | BGLYX vs PRNEX |
Best Risk-Adjusted Alternatives to BGLYX
BGLYX has a PortfoliosLab risk / return rank of 39. There are 52 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | BGLYX vs RSNYX | |
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | BGLYX vs RSNRX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 95 | — | Dec 2013 | BGLYX vs MLOZX | |
| Delaware Ivy Energy Fund | 93 | — | Apr 2006 | BGLYX vs IEYYX | |
| GMO Resources Fund | 86 | — | Dec 2011 | BGLYX vs GOFIX |
Top Performing BGLYX Alternatives (YTD)
BGLYX is at 9.79% YTD. There are 73 mutual funds in the Energy Equities category with higher YTD returns, going as high as 61.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 61.97% | — | Jun 2006 | BGLYX vs OEPIX | |
| Rydex Energy Services Fund | 37.59% | — | Mar 1998 | BGLYX vs RYVIX | |
| NXG Cushing® Midstream Energy Fund | 34.33% | — | Aug 2007 | BGLYX vs SRV | |
| Victory Global Energy Transition Fund Class Y | 34.31% | — | May 2007 | BGLYX vs RSNYX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | BGLYX vs MLOZX |
Lowest Volatility Alternatives to BGLYX
BGLYX has 10.73% 1-year volatility. There are 10 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.94% | — | Dec 2016 | BGLYX vs PAXDX | |
| JHancock Infrastructure Fund | 9.87% | — | Dec 2013 | BGLYX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.87% | — | May 2004 | BGLYX vs CSUIX | |
| Centre Global Infrastructure Fund | 9.96% | — | Jan 2018 | BGLYX vs DHIVX | |
| EIP Growth and Income Fund (NEW) | 10.01% | — | Aug 2006 | BGLYX vs EIPIX |
Lowest Drawdown Alternatives to BGLYX
BGLYX has a 1-year max drawdown of -6.32%. There are 12 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | BGLYX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | BGLYX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | BGLYX vs MLOZX | |
| Centre Global Infrastructure Fund | -5.29% | — | Jan 2018 | BGLYX vs DHIVX | |
| Delaware Ivy Energy Fund | -5.56% | — | Apr 2006 | BGLYX vs IEYYX |
Other Mutual Funds from Brookfield Investment Funds
The 2 most viewed Brookfield Investment Funds mutual funds shown here include CCCNX, BLRYX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Center Coast Brookfield Midstream Focus Fund | Energy Equities | 36 | 21.65% | — | Dec 2010 | BGLYX vs CCCNX | |
| Brookfield Global Listed Real Estate Fund | REIT | 17 | 8.78% | — | Nov 2011 | BGLYX vs BLRYX |
Often Compared With BGLYX
Investors most often compare BGLYX with BRK-B, PGNAX, BN. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare BGLYX with Any Fund or Stock
Compare BGLYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BGLYX with funds that move differently
Brookfield Global Listed Infrastructure Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGLYX.
Explore BGLYX Diversifiers