MLOZX Alternatives & Similar Mutual Funds

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
VENAX	Vanguard Energy Index Fund Admiral Shares	0.10%	11.80B	Oct 2004	MLOZX vs VENAX
VGELX	Vanguard Energy Fund Admiral Shares	0.33%	7.10B	Nov 2001	MLOZX vs VGELX
VGENX	Vanguard Energy Opportunities Fund Investor Shares	0.45%	7.10B	May 1984	MLOZX vs VGENX
FMGIX	Frontier MFG Core Infrastructure Fund	0.50%	—	Jan 2012	MLOZX vs FMGIX
PRNEX	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 97. No mutual funds in the Energy Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
RSNRX	Victory Global Energy Transition Fund	94	—	Nov 1995	MLOZX vs RSNRX
RSNYX	Victory Global Energy Transition Fund Class Y	94	—	May 2007	MLOZX vs RSNYX
IEYYX	Delaware Ivy Energy Fund	91	—	Apr 2006	MLOZX vs IEYYX
EIPIX	EIP Growth and Income Fund (NEW)	88	—	Aug 2006	MLOZX vs EIPIX
FRNRX	Franklin Natural Resources Fund	87	—	Jun 1995	MLOZX vs FRNRX

Top Performing MLOZX Alternatives (YTD)

MLOZX is at 32.43% YTD. There are 6 mutual funds in the Energy Equities category with higher YTD returns, going as high as 57.58%.

Symbol	Name	YTD Return	AUM	Inception
OEPIX	Oil Equipment & Services UltraSector ProFund	57.58%	—	Jun 2006	MLOZX vs OEPIX
RMLPX	Recurrent MLP & Infrastructure Fund	36.63%	—	Nov 2017	MLOZX vs RMLPX
RYVIX	Rydex Energy Services Fund	35.76%	—	Mar 1998	MLOZX vs RYVIX
MLXIX	Catalyst Energy Infrastructure Fund	33.51%	—	Dec 2014	MLOZX vs MLXIX
FSENX	Fidelity Select Energy Portfolio	33.41%	—	Jul 1981	MLOZX vs FSENX

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 7.65%.

Symbol	Name	Volatility 1Y	AUM	Inception
PAXDX	Pax Global Sustainable Infrastructure Fund	7.65%	—	Dec 2016	MLOZX vs PAXDX
SBMBX	Saratoga Energy & Basic Materials Fund	9.77%	—	Oct 1997	MLOZX vs SBMBX
JEEIX	JHancock Infrastructure Fund	10.07%	—	Dec 2013	MLOZX vs JEEIX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	10.09%	—	May 2004	MLOZX vs CSUIX
DHIVX	Centre Global Infrastructure Fund	10.16%	—	Jan 2018	MLOZX vs DHIVX

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
PAXDX	Pax Global Sustainable Infrastructure Fund	-4.49%	—	Dec 2016	MLOZX vs PAXDX
EIPIX	EIP Growth and Income Fund (NEW)	-4.51%	—	Aug 2006	MLOZX vs EIPIX
GGINX	Goldman Sachs Global Infrastructure Fund	-5.59%	—	Jun 2016	MLOZX vs GGINX
SBMBX	Saratoga Energy & Basic Materials Fund	-5.66%	—	Oct 1997	MLOZX vs SBMBX
MLPOX	Invesco SteelPath MLP Alpha Fund	-5.93%	—	Mar 2010	MLOZX vs MLPOX

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
FOF	Cohen & Steers Closed-End Opportunity Fund	Large Cap Value Equities	24	8.14%	—	Nov 2006	MLOZX vs FOF
CSRIX	Cohen & Steers Institutional Realty Shares	REIT	25	15.46%	—	Feb 2000	MLOZX vs CSRIX
CSRSX	Cohen & Steers Realty Shares Fund	REIT	24	15.36%	—	Jul 1991	MLOZX vs CSRSX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	Preferred Stock/Convertible Bonds	81	2.17%	—	May 2010	MLOZX vs CPXIX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Global Equities	77	12.90%	—	Aug 2017	MLOZX vs CSUAX
CSDIX	Cohen & Steers Real Estate Securities Fund CLASS I	REIT	28	14.93%	—	Jul 1998	MLOZX vs CSDIX
RAPZX	Cohen & Steers Real Assets Fund Inc	Global Allocation	43	12.02%	—	Jan 2012	MLOZX vs RAPZX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	Preferred Stock/Convertible Bonds	86	2.35%	—	Nov 2015	MLOZX vs LPXZX
CSZIX	Cohen & Steers Real Estate Securities Fund Class Z	REIT	28	14.91%	—	Oct 2014	MLOZX vs CSZIX
IRFIX	Cohen & Steers International Realty Fund	REIT	8	0.42%	—	Mar 2005	MLOZX vs IRFIX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
STLG	iShares Factors US Growth Style ETF	Large Cap Growth Equities	59	17.68%	182.11M	Jan 2020	MLOZX vs STLG
FDFIX	Fidelity Flex 500 Index Fund	Large Cap Blend Equities	65	11.11%	—	Mar 2017	MLOZX vs FDFIX
FNARX	Fidelity Natural Resources Fund	Energy Equities	61	18.30%	—	Mar 1997	MLOZX vs FNARX
VPU	Vanguard Utilities ETF	Utilities Equities	31	7.60%	10.60B	Jan 2004	MLOZX vs VPU
VOO	Vanguard S&P 500 ETF	S&P 500	66	10.72%	1.70T	Sep 2010	MLOZX vs VOO
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	6	3.65%	—	—	MLOZX vs PTA
FSDPX	Fidelity Select Materials Portfolio	Energy Equities	15	9.62%	—	Sep 1986	MLOZX vs FSDPX
MAGRX	BlackRock Natural Resources Trust Fund	Energy Equities	47	10.71%	—	Oct 1988	MLOZX vs MAGRX
RFI	Cohen & Steers Total Return Realty Fund	REIT	7	9.21%	—	—	MLOZX vs RFI
HMSIX	Hennessy Midstream Fund	Energy Equities	38	17.86%	—	Dec 2013	MLOZX vs HMSIX
TMLPX	Transamerica Energy Infrastructure	Energy Equities	77	25.85%	—	Apr 2013	MLOZX vs TMLPX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	Preferred Stock/Convertible Bonds	88	2.74%	—	Feb 2019	MLOZX vs PISHX
AWTAX	Virtus Water Fund	Energy Equities	5	0.90%	—	Mar 2008	MLOZX vs AWTAX
FSTEX	Invesco Energy Fund	Energy Equities	43	25.98%	—	Jan 1984	MLOZX vs FSTEX
GAGEX	Guinness Atkinson Global Energy Fund	Energy Equities	68	29.25%	—	Jun 2004	MLOZX vs GAGEX
KYN	Kayne Anderson Energy Infrastructure Fund	Energy Equities	57	23.27%	—	Sep 2024	MLOZX vs KYN
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	13	2.71%	—	—	MLOZX vs PSF
SMLPX	Salient MLP & Energy Infrastructure Fund	Energy Equities	72	24.10%	—	Sep 2012	MLOZX vs SMLPX
PSPFX	U.S. Global Investors Global Resources Fund	Energy Equities	33	-6.14%	—	Aug 1983	MLOZX vs PSPFX
GLEIX	Goldman Sachs Energy Infrastructure Fund	Energy Equities	76	26.77%	—	Sep 2017	MLOZX vs GLEIX

Compare MLOZX with Any Fund or Stock

Compare MLOZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

Cohen & Steers MLP & Energy Opportunity Fund, Inc. (MLOZX) Alternatives