NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MEGI
MEGI charges 0.02% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among MEGI alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | MEGI vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | MEGI vs GWOAX | |
| Clough Global Equity Fund | 0.03% | Apr 27, 2005 | MEGI vs GLQ | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | MEGI vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | MEGI vs UCEQX |
Best Risk-Adjusted Alternatives to MEGI
Among mutual funds in the Global 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 | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | MEGI vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | MEGI vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | MEGI vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | MEGI vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | MEGI vs GLIFX |
Top Performing MEGI Alternatives (YTD)
MEGI alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | MEGI vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | MEGI vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | MEGI vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | MEGI vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | MEGI vs GQRIX |
Lowest Volatility Alternatives to MEGI
MEGI alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | MEGI vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | MEGI vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | MEGI vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | MEGI vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | MEGI vs GLIFX |
Lowest Drawdown Alternatives to MEGI
MEGI alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | MEGI vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | MEGI vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | MEGI vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | MEGI vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | MEGI vs FGIAX |
Other Mutual Funds from CBRE
Most popular CBRE mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| CBRE Global Real Estate Income Fund | REIT | 5 | 4.09% | Feb 24, 2004 | MEGI vs IGR |
Often Compared With MEGI
What investors most often compare with MEGI, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Global X US Infrastructure Development ETF | Utilities Equities | 87 | 6.32% | Mar 6, 2017 | MEGI vs PAVE | |
| Abrdn Global Infrastructure Income Fund | Industrials Equities | 89 | 2.90% | Jul 29, 2020 | MEGI vs ASGI | |
| PIMCO StocksPLUS® International Fund (U.S. Dollar-... | Foreign Large Cap Equities | 21 | -0.96% | Oct 31, 2003 | MEGI vs PIPAX | |
| Eaton Vance Emerging Markets Debt Opportunities Fu... | Emerging Markets Bonds | 98 | 1.35% | Sep 3, 2015 | MEGI vs EADOX | |
| Invesco S&P 500 Momentum ETF | S&P 500 | 66 | -5.78% | Oct 9, 2015 | MEGI vs SPMO | |
| American Funds Global Growth Fund Class R-6 | Global Equities | 41 | -8.70% | May 18, 2009 | MEGI vs GWPFX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | MEGI vs FMIEX | |
| Boston Partners Global Sustainability Fund | Global Equities | 89 | 2.43% | Dec 28, 2021 | MEGI vs BPGSX | |
| Morgan Stanley Global Opportunity Portfolio Class ... | Global Equities | 1 | -14.99% | May 24, 2010 | MEGI vs MGGPX | |
| JPMorgan Global Allocation Fund A | Global Equities | 30 | -5.28% | May 31, 2011 | MEGI vs GAOAX |
Compare MEGI with Any Fund or Stock
Compare MEGI with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.