Brookfield Global Listed Infrastructure Fund (BGLYX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to BGLYX

BGLYX charges 1.00% annually. Among mutual funds in the Energy Equities category, these options have the lowest expense ratios among BGLYX alternatives.

Symbol	Name	Expense Ratio	Inception
VENAX	Vanguard Energy Index Fund Admiral Shares	0.10%	Oct 7, 2004	BGLYX vs VENAX
VGELX	Vanguard Energy Fund Admiral Shares	0.33%	Nov 12, 2001	BGLYX vs VGELX
VGENX	Vanguard Energy Fund Investor Shares	0.41%	May 23, 1984	BGLYX vs VGENX
FMGIX	Frontier MFG Core Infrastructure Fund	0.50%	Jan 17, 2012	BGLYX vs FMGIX
PRNEX	T. Rowe Price New Era Fund	0.56%	Jan 19, 1969	BGLYX vs PRNEX

Best Risk-Adjusted Alternatives to BGLYX

Among mutual funds in the Energy Equities 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
RSNRX	Victory Global Energy Transition Fund	98	Nov 14, 1995	BGLYX vs RSNRX
RSNYX	Victory Global Energy Transition Fund Class Y	98	May 1, 2007	BGLYX vs RSNYX
PSPFX	U.S. Global Investors Global Resources Fund	97	Aug 2, 1983	BGLYX vs PSPFX
GRHIX	Goehring & Rozencwajg Resources Fund	97	Dec 29, 2016	BGLYX vs GRHIX
IGNAX	Delaware Ivy Natural Resources Fund	96	Jan 1, 1997	BGLYX vs IGNAX

Top Performing BGLYX Alternatives (YTD)

BGLYX alternatives from the Energy Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
OEPIX	Oil Equipment & Services UltraSector ProFund	65.25%	Jun 4, 2006	BGLYX vs OEPIX
FSENX	Fidelity Select Energy Portfolio	40.53%	Jul 14, 1981	BGLYX vs FSENX
VENAX	Vanguard Energy Index Fund Admiral Shares	39.76%	Oct 7, 2004	BGLYX vs VENAX
RYVIX	Rydex Energy Services Fund	39.66%	Mar 31, 1998	BGLYX vs RYVIX
FSTEX	Invesco Energy Fund	38.85%	Jan 18, 1984	BGLYX vs FSTEX

Lowest Volatility Alternatives to BGLYX

BGLYX alternatives from the Energy Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	11.49%	May 2, 2004	BGLYX vs CSUIX
DHIVX	Centre Global Infrastructure Fund	11.79%	Jan 28, 2018	BGLYX vs DHIVX
PAXDX	Pax Global Sustainable Infrastructure Fund	11.81%	Dec 15, 2016	BGLYX vs PAXDX
FMGIX	Frontier MFG Core Infrastructure Fund	11.91%	Jan 17, 2012	BGLYX vs FMGIX
JEEIX	JHancock Infrastructure Fund	11.92%	Dec 19, 2013	BGLYX vs JEEIX

Lowest Drawdown Alternatives to BGLYX

BGLYX alternatives from the Energy Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
DHIVX	Centre Global Infrastructure Fund	-7.73%	Jan 28, 2018	BGLYX vs DHIVX
PGJZX	PGIM Jennison Global Infrastructure Fund	-7.74%	Sep 24, 2013	BGLYX vs PGJZX
FMGIX	Frontier MFG Core Infrastructure Fund	-7.74%	Jan 17, 2012	BGLYX vs FMGIX
JEEIX	JHancock Infrastructure Fund	-7.76%	Dec 19, 2013	BGLYX vs JEEIX
NMFIX	Northern Multi-Manager Global Listed Infrastructur...	-7.81%	Sep 17, 2012	BGLYX vs NMFIX

Other Mutual Funds from Brookfield Investment Funds

Most popular Brookfield Investment Funds mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
BLRYX	Brookfield Global Listed Real Estate Fund	REIT	29	-0.26%	Nov 29, 2011	BGLYX vs BLRYX
CCCNX	Center Coast Brookfield Midstream Focus Fund	Energy Equities	47	24.10%	Dec 30, 2010	BGLYX vs CCCNX

Often Compared With BGLYX

What investors most often compare with BGLYX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
BRK-B	Berkshire Hathaway Inc.		20	-4.67%	—	BGLYX vs BRK-B
BN	Brookfield Corp		59	-11.65%	—	BGLYX vs BN
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	65	-4.01%	Jun 27, 2016	BGLYX vs VTI
PRPFX	Permanent Portfolio Permanent Portfolio	Diversified Portfolio	91	2.72%	Nov 30, 1982	BGLYX vs PRPFX
STIP	iShares 0-5 Year TIPS Bond ETF	Inflation-Protected Bonds	95	1.02%	Dec 1, 2010	BGLYX vs STIP
PGNAX	PGIM Jennison Natural Resources Fund	Energy Equities	95	15.59%	Jan 21, 1990	BGLYX vs PGNAX
IEYYX	Delaware Ivy Energy Fund	Energy Equities	96	12.70%	Apr 2, 2006	BGLYX vs IEYYX
TORIX	Tortoise MLP & Pipeline Fund	Energy Equities	56	22.82%	May 30, 2011	BGLYX vs TORIX
APWEX	Cavanal Hill World Energy Fund	Energy Equities	95	27.84%	Feb 3, 2014	BGLYX vs APWEX
FNARX	Fidelity Natural Resources Fund	Energy Equities	94	28.78%	Mar 3, 1997	BGLYX vs FNARX
GLPIX	Goldman Sachs MLP Energy Infrastructure Fund	Energy Equities	35	16.94%	Mar 27, 2013	BGLYX vs GLPIX
SMLPX	Salient MLP & Energy Infrastructure Fund	Energy Equities	51	20.14%	Sep 18, 2012	BGLYX vs SMLPX
GAGEX	Guinness Atkinson Global Energy Fund	Energy Equities	91	38.71%	Jun 29, 2004	BGLYX vs GAGEX
MLPZX	Invesco SteelPath MLP Income Fund	Energy Equities	44	17.18%	Mar 30, 2010	BGLYX vs MLPZX
AWTAX	Virtus Water Fund	Energy Equities	19	-2.95%	Mar 30, 2008	BGLYX vs AWTAX
KYN	Kayne Anderson Energy Infrastructure Fund	Energy Equities	44	17.57%	Sep 28, 2024	BGLYX vs KYN
ICPAX	Integrity Mid-North American Resources Fund	Energy Equities	93	28.99%	Apr 4, 1999	BGLYX vs ICPAX
TMLPX	Transamerica Energy Infrastructure	Energy Equities	58	22.91%	Apr 29, 2013	BGLYX vs TMLPX
EGLIX	Eagle MLP Strategy Fund	Energy Equities	55	25.52%	Sep 13, 2012	BGLYX vs EGLIX
GHAAX	VanEck Global Resources Fund	Energy Equities	90	13.30%	Nov 1, 1994	BGLYX vs GHAAX

Compare BGLYX with Any Fund or Stock

Compare BGLYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Brookfield Global Listed Infrastructure Fund

Symbol name