Lazard Global Listed Infrastructure Portfolio Open Shares (GLFOX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GLFOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GLFOX
GLFOX charges 1.22% annually. There are 197 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | GLFOX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | GLFOX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | GLFOX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | GLFOX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | GLFOX vs UCEQX |
Best Risk-Adjusted Alternatives to GLFOX
GLFOX has a PortfoliosLab risk / return rank of 39. There are 119 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | GLFOX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | GLFOX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | GLFOX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | GLFOX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | GLFOX vs PGVFX |
Top Performing GLFOX Alternatives (YTD)
GLFOX is at 7.71% YTD. There are 173 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | GLFOX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | GLFOX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | GLFOX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | GLFOX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | GLFOX vs YFSNX |
Lowest Volatility Alternatives to GLFOX
GLFOX has 10.91% 1-year volatility. There are 25 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | GLFOX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | GLFOX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | GLFOX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | GLFOX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | GLFOX vs SGMAX |
Lowest Drawdown Alternatives to GLFOX
GLFOX has a 1-year max drawdown of -9.01%. There are 49 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | GLFOX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | GLFOX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | GLFOX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | GLFOX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | GLFOX vs CSUAX |
Other Mutual Funds from Lazard
The 10 most viewed Lazard mutual funds shown here include GLIFX, LZEMX, LISIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Lazard Global Listed Infrastructure Portfolio Inst... | Global Equities | 40 | 7.85% | — | — | GLFOX vs GLIFX | |
| Lazard Emerging Markets Equity Portfolio | Emerging Markets Diversified | 94 | 25.19% | — | Jul 1994 | GLFOX vs LZEMX | |
| Lazard International Strategic Equity Portfolio R6 | Foreign Large Cap Equities | 24 | 11.81% | — | Oct 2005 | GLFOX vs LISIX | |
| Lazard International Quality Growth Portfolio | Foreign Large Cap Equities | 2 | -2.40% | — | Dec 2018 | GLFOX vs ICMPX | |
| Lazard US Equity Focus Portfolio | Large Cap Blend Equities | 42 | 7.86% | — | Dec 2004 | GLFOX vs LZUSX | |
| Lazard US Short Duration Fixed Income Portfolio | Ultrashort Bond | — | — | — | Feb 2011 | GLFOX vs UMNIX | |
| Lazard International Equity Portfolio | Foreign Large Cap Equities | 34 | 9.76% | — | Oct 1991 | GLFOX vs LZIEX | |
| Lazard International Small Cap Equity Portfolio | Foreign Small & Mid Cap Equities | 58 | 24.74% | — | Nov 1993 | GLFOX vs LZISX | |
| Lazard Real Assets Portfolio | Global Allocation | 82 | 11.85% | — | Dec 2016 | GLFOX vs RALIX | |
| Lazard Opportunistic Strategies Portfolio | Tactical Allocation | 41 | 7.00% | — | Mar 2008 | GLFOX vs LCAIX |
Often Compared With GLFOX
Investors most often compare GLFOX with IFRA, TIBAX, AMZA. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare GLFOX with Any Fund or Stock
Compare GLFOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GLFOX with funds that move differently
Lazard Global Listed Infrastructure Portfolio Open Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GLFOX.
Explore GLFOX Diversifiers