NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI) 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 MEGI. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MEGI
MEGI charges 0.02% annually. There are 2 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 | MEGI vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | MEGI vs GWOAX | |
| Clough Global Equity Fund | 0.03% | — | Apr 2005 | MEGI vs GLQ | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | MEGI vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | MEGI vs VTWAX |
Best Risk-Adjusted Alternatives to MEGI
MEGI has a PortfoliosLab risk / return rank of 23. There are 182 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | MEGI vs LVAGX | |
| Polaris Global Value Fund | 93 | — | May 1998 | MEGI vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | MEGI vs EPSYX | |
| GMO Global Equity Allocation Fund | 91 | — | Nov 1996 | MEGI vs GMGEX | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | MEGI vs JGYIX |
Top Performing MEGI Alternatives (YTD)
MEGI is at 14.82% YTD. There are 51 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 42.58% | — | Nov 2016 | MEGI vs PGTIX | |
| Oberweis Global Opportunities Fund | 31.52% | — | Jan 1987 | MEGI vs OBEGX | |
| Ariel Global Fund | 26.71% | — | Dec 2011 | MEGI vs AGLOX | |
| T. Rowe Price Global Stock Fund | 24.54% | — | Dec 1995 | MEGI vs PRGSX | |
| Fidelity Advisor Worldwide Fund Class Z | 24.23% | — | Oct 2018 | MEGI vs FIQOX |
Lowest Volatility Alternatives to MEGI
MEGI has 14.00% 1-year volatility. There are 129 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | MEGI vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | MEGI vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | MEGI vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | MEGI vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.69% | — | Jan 2016 | MEGI vs SGMAX |
Lowest Drawdown Alternatives to MEGI
MEGI has a 1-year max drawdown of -9.52%. There are 65 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.17%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Boston Partners Global Sustainability Fund | -5.17% | — | Dec 2021 | MEGI vs BPGSX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | MEGI vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | MEGI vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | MEGI vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | MEGI vs CSUAX |
Other Mutual Funds from CBRE
The 1 most viewed CBRE mutual funds shown here include IGR and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| CBRE Global Real Estate Income Fund | REIT | 3 | 10.92% | — | Feb 2004 | MEGI vs IGR |
Often Compared With MEGI
Investors most often compare MEGI with CAEIX, ASGI, MVGIX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare MEGI with Any Fund or Stock
Compare MEGI with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MEGI with funds that move differently
NYLI CBRE Global Infrastructure Megatrends Term Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MEGI.
Explore MEGI Diversifiers