Cohen & Steers MLP & Energy Opportunity Fund, Inc. (MLOZX) 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 MLOZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MLOZX
MLOZX charges 0.90% annually. There are 18 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 | MLOZX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | MLOZX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | MLOZX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | MLOZX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | MLOZX vs PRNEX |
Best Risk-Adjusted Alternatives to MLOZX
MLOZX has a PortfoliosLab risk / return rank of 95. There are 2 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Global Energy Transition Fund Class Y | 96 | — | May 2007 | MLOZX vs RSNYX | |
| Victory Global Energy Transition Fund | 96 | — | Nov 1995 | MLOZX vs RSNRX | |
| Delaware Ivy Energy Fund | 93 | — | Apr 2006 | MLOZX vs IEYYX | |
| GMO Resources Fund | 86 | — | Dec 2011 | MLOZX vs GOFIX | |
| Franklin Natural Resources Fund | 84 | — | Jun 1995 | MLOZX vs FRNRX |
Top Performing MLOZX Alternatives (YTD)
MLOZX is at 32.43% YTD. There are 4 mutual funds in the Energy Equities category with higher YTD returns, going as high as 61.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 61.97% | — | Jun 2006 | MLOZX vs OEPIX | |
| Rydex Energy Services Fund | 37.59% | — | Mar 1998 | MLOZX vs RYVIX | |
| Victory Global Energy Transition Fund Class Y | 34.31% | — | May 2007 | MLOZX vs RSNYX | |
| Victory Global Energy Transition Fund | 34.09% | — | Nov 1995 | MLOZX vs RSNRX | |
| NXG Cushing® Midstream Energy Fund | 31.90% | — | Aug 2007 | MLOZX vs SRV |
Lowest Volatility Alternatives to MLOZX
MLOZX has 14.62% 1-year volatility. There are 34 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.94% | — | Dec 2016 | MLOZX vs PAXDX | |
| JHancock Infrastructure Fund | 9.87% | — | Dec 2013 | MLOZX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 9.87% | — | May 2004 | MLOZX vs CSUIX | |
| Centre Global Infrastructure Fund | 9.96% | — | Jan 2018 | MLOZX vs DHIVX | |
| EIP Growth and Income Fund (NEW) | 9.97% | — | Aug 2006 | MLOZX vs EIPIX |
Lowest Drawdown Alternatives to MLOZX
MLOZX has a 1-year max drawdown of -4.71%. There are 2 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 | MLOZX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | MLOZX vs EIPIX | |
| Centre Global Infrastructure Fund | -5.29% | — | Jan 2018 | MLOZX vs DHIVX | |
| Delaware Ivy Energy Fund | -5.56% | — | Apr 2006 | MLOZX vs IEYYX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | MLOZX vs GGINX |
Other Mutual Funds from Cohen & Steers
The 10 most viewed Cohen & Steers mutual funds shown here include FOF, CSRIX, CSRSX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cohen & Steers Closed-End Opportunity Fund | Large Cap Value Equities | 20 | 5.57% | — | Nov 2006 | MLOZX vs FOF | |
| Cohen & Steers Institutional Realty Shares | REIT | 16 | 14.36% | — | Feb 2000 | MLOZX vs CSRIX | |
| Cohen & Steers Realty Shares Fund | REIT | 15 | 14.30% | — | Jul 1991 | MLOZX vs CSRSX | |
| Cohen & Steers Preferred Securities and Income Fun... | Preferred Stock/Convertible Bonds | 78 | 1.82% | — | May 2010 | MLOZX vs CPXIX | |
| Cohen & Steers Global Infrastructure Fund Class A | Global Equities | 52 | 10.30% | — | Aug 2017 | MLOZX vs CSUAX | |
| Cohen & Steers Real Estate Securities Fund CLASS I | REIT | 17 | 13.21% | — | Jul 1998 | MLOZX vs CSDIX | |
| Cohen & Steers Low Duration Preferred and Income F... | Preferred Stock/Convertible Bonds | 82 | 2.08% | — | Nov 2015 | MLOZX vs LPXZX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 26 | 10.45% | — | Jan 2012 | MLOZX vs RAPZX | |
| Cohen & Steers International Realty Fund | REIT | 4 | -2.41% | — | Mar 2005 | MLOZX vs IRFIX | |
| Cohen & Steers Preferred Securities and Income SMA... | Preferred Stock/Convertible Bonds | 84 | 2.29% | — | Feb 2019 | MLOZX vs PISHX |
Often Compared With MLOZX
Investors most often compare MLOZX with STLG, FDFIX, FNARX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare MLOZX with Any Fund or Stock
Compare MLOZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MLOZX with funds that move differently
Cohen & Steers MLP & Energy Opportunity Fund, Inc. alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MLOZX.
Explore MLOZX Diversifiers