Brookfield Global Listed Real Estate Fund (BLRYX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BLRYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BLRYX
BLRYX charges 0.95% annually. There are 51 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | BLRYX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | BLRYX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | BLRYX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.80B | Dec 2003 | BLRYX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | BLRYX vs VGRNX |
Best Risk-Adjusted Alternatives to BLRYX
BLRYX has a PortfoliosLab risk / return rank of 16. There are 58 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | BLRYX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | BLRYX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 86 | — | Oct 2011 | BLRYX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 51 | — | Oct 2018 | BLRYX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class M | 49 | — | Apr 2010 | BLRYX vs FRIQX |
Top Performing BLRYX Alternatives (YTD)
BLRYX is at 9.03% YTD. There are 66 mutual funds in the REIT category with higher YTD returns, going as high as 18.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 18.55% | — | Dec 2010 | BLRYX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 18.01% | — | Dec 1998 | BLRYX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 17.46% | — | Jan 1989 | BLRYX vs IVRSX | |
| Virtus Duff & Phelps Real Estate Securities Fund | 17.09% | — | Mar 1995 | BLRYX vs PHRAX | |
| Great-West Real Estate Index Fund | 17.02% | — | Nov 2012 | BLRYX vs MXREX |
Lowest Volatility Alternatives to BLRYX
BLRYX has 12.43% 1-year volatility. There are 43 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.43% | — | Jun 2023 | BLRYX vs CREMX | |
| TIAA Real Estate Account | 0.79% | — | Oct 1995 | BLRYX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.45% | — | Oct 2011 | BLRYX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.73% | — | Jun 2014 | BLRYX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.13% | — | Apr 2010 | BLRYX vs FRINX |
Lowest Drawdown Alternatives to BLRYX
BLRYX has a 1-year max drawdown of -10.68%. There are 84 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | BLRYX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | BLRYX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | BLRYX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | BLRYX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | BLRYX vs FRIFX |
Other Mutual Funds from Brookfield Investment Funds
The 2 most viewed Brookfield Investment Funds mutual funds shown here include CCCNX, BGLYX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Center Coast Brookfield Midstream Focus Fund | Energy Equities | 46 | 23.36% | — | Dec 2010 | BLRYX vs CCCNX | |
| Brookfield Global Listed Infrastructure Fund | Energy Equities | 40 | 10.14% | — | Nov 2011 | BLRYX vs BGLYX |
Often Compared With BLRYX
Investors most often compare BLRYX with VGT, VOO, REET. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare BLRYX with Any Fund or Stock
Compare BLRYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BLRYX with funds that move differently
Brookfield Global Listed Real Estate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BLRYX.
Explore BLRYX Diversifiers