Brookfield Global Listed Infrastructure Fund (BGLYX) belongs to the Infrastructure 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 14 mutual funds in the Infrastructure Equities category with lower expense ratios, going as low as 0.50%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | BGLYX vs FMGIX | |
| First Sentier American Listed Infrastructure Fund | 0.75% | — | Dec 2020 | BGLYX vs FLIAX | |
| Pax Global Sustainable Infrastructure Fund | 0.83% | — | Dec 2016 | BGLYX vs PAXDX | |
| Russell Investments Global Infrastructure Fund | 0.85% | — | Sep 2010 | BGLYX vs RGIYX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 0.86% | — | May 2004 | BGLYX vs CSUIX |
Best Risk-Adjusted Alternatives to BGLYX
BGLYX has a PortfoliosLab risk / return rank of 51. There are 18 mutual funds in the Infrastructure Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | BGLYX vs RMLPX | |
| Duff & Phelps Utility and Infrastructure Fund Inc | 83 | — | Jul 2011 | BGLYX vs DPG | |
| abrdn Global Infrastructure Fund | 80 | — | Nov 2008 | BGLYX vs AIFRX | |
| ICON Natural Resources and Infrastructure Fund | 80 | — | May 1997 | BGLYX vs ICBMX | |
| JHancock Infrastructure Fund | 80 | — | Dec 2013 | BGLYX vs JEEIX |
Top Performing BGLYX Alternatives (YTD)
BGLYX is at 10.40% YTD. There are 25 mutual funds in the Infrastructure Equities category with higher YTD returns, going as high as 39.48%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Recurrent MLP & Infrastructure Fund | 39.48% | — | Nov 2017 | BGLYX vs RMLPX | |
| Catalyst Energy Infrastructure Fund | 33.21% | — | Dec 2014 | BGLYX vs MLXIX | |
| Goldman Sachs Energy Infrastructure Fund Class P | 26.95% | — | Apr 2018 | BGLYX vs GAMPX | |
| Goldman Sachs Energy Infrastructure Fund | 26.85% | — | Sep 2017 | BGLYX vs GLEIX | |
| Transamerica Energy Infrastructure | 25.97% | — | Apr 2013 | BGLYX vs TMLPX |
Lowest Volatility Alternatives to BGLYX
BGLYX has 10.96% 1-year volatility. There are 12 mutual funds in the Infrastructure Equities category with lower 1-year volatility, going as low as 7.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.12% | — | Dec 2016 | BGLYX vs PAXDX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | BGLYX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.12% | — | Jan 2018 | BGLYX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | BGLYX vs CSUIX | |
| Cohen & Steers Global Infrastructure Fund Class A | 10.13% | — | Aug 2017 | BGLYX vs CSUAX |
Lowest Drawdown Alternatives to BGLYX
BGLYX has a 1-year max drawdown of -6.32%. There are 9 mutual funds in the Infrastructure 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 | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | BGLYX vs GGINX | |
| Duff & Phelps Utility and Infrastructure Fund Inc | -5.85% | — | Jul 2011 | BGLYX vs DPG | |
| Cohen & Steers Global Infrastructure Fund, Inc. | -5.96% | — | May 2004 | BGLYX vs CSUIX | |
| Nuveen Global Infrastructure Fund | -5.99% | — | Dec 2007 | BGLYX vs FGIYX |
Other Mutual Funds from Brookfield
The 2 most viewed Brookfield mutual funds shown here include BLRYX, CCCNX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brookfield Global Listed Real Estate Fund | REIT | — | — | — | Nov 2011 | BGLYX vs BLRYX | |
| Center Coast Brookfield Midstream Focus Fund | Energy Equities | 65 | 25.40% | — | Dec 2010 | BGLYX vs CCCNX |
Often Compared With BGLYX
Investors most often compare BGLYX with BRK-B, PGNAX, NMFIX. These 20 comparison targets span 5 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