First Sentier American Listed Infrastructure Fund (FLIAX) 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 FLIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FLIAX
FLIAX charges 0.75% annually. There are 9 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 | FLIAX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | FLIAX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | FLIAX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | FLIAX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | FLIAX vs PRNEX |
Best Risk-Adjusted Alternatives to FLIAX
FLIAX has a PortfoliosLab risk / return rank of 16. There are 75 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 97 | — | Dec 2013 | FLIAX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 95 | — | May 2007 | FLIAX vs RSNYX | |
| Victory Global Energy Transition Fund | 94 | — | Nov 1995 | FLIAX vs RSNRX | |
| Delaware Ivy Energy Fund | 88 | — | Apr 2006 | FLIAX vs IEYYX | |
| EIP Growth and Income Fund (NEW) | 88 | — | Aug 2006 | FLIAX vs EIPIX |
Top Performing FLIAX Alternatives (YTD)
FLIAX is at 17.77% YTD. There are 47 mutual funds in the Energy Equities category with higher YTD returns, going as high as 51.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 51.90% | — | Jun 2006 | FLIAX vs OEPIX | |
| NXG Cushing® Midstream Energy Fund | 36.45% | — | Aug 2007 | FLIAX vs SRV | |
| Recurrent MLP & Infrastructure Fund | 33.81% | — | Nov 2017 | FLIAX vs RMLPX | |
| Catalyst Energy Infrastructure Fund | 33.17% | — | Dec 2014 | FLIAX vs MLXIX | |
| Rydex Energy Services Fund | 33.16% | — | Mar 1998 | FLIAX vs RYVIX |
Lowest Volatility Alternatives to FLIAX
FLIAX has 15.83% 1-year volatility. There are 43 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.65% | — | Dec 2016 | FLIAX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | FLIAX vs SBMBX | |
| JHancock Infrastructure Fund | 10.04% | — | Dec 2013 | FLIAX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.08% | — | May 2004 | FLIAX vs CSUIX | |
| Centre Global Infrastructure Fund | 10.12% | — | Jan 2018 | FLIAX vs DHIVX |
Lowest Drawdown Alternatives to FLIAX
FLIAX has a 1-year max drawdown of -12.50%. There are 65 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 | FLIAX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | FLIAX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | FLIAX vs MLOZX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | FLIAX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | FLIAX vs SBMBX |
Often Compared With FLIAX
Investors most often compare FLIAX with PAVE, BGLYX, FSENX. These 14 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FLIAX with Any Fund or Stock
Compare FLIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FLIAX with funds that move differently
First Sentier American Listed Infrastructure Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FLIAX.
Explore FLIAX Diversifiers