Catalyst Energy Infrastructure Fund (MLXIX) 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 MLXIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MLXIX
MLXIX charges 1.43% annually. There are 71 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 | MLXIX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | MLXIX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | MLXIX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | MLXIX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | MLXIX vs PRNEX |
Best Risk-Adjusted Alternatives to MLXIX
MLXIX has a PortfoliosLab risk / return rank of 21. There are 72 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 97 | — | Dec 2013 | MLXIX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 94 | — | May 2007 | MLXIX vs RSNYX | |
| Victory Global Energy Transition Fund | 94 | — | Nov 1995 | MLXIX vs RSNRX | |
| Delaware Ivy Energy Fund | 88 | — | Apr 2006 | MLXIX vs IEYYX | |
| EIP Growth and Income Fund (NEW) | 88 | — | Aug 2006 | MLXIX vs EIPIX |
Top Performing MLXIX Alternatives (YTD)
MLXIX is at 32.37% YTD. There are 5 mutual funds in the Energy Equities category with higher YTD returns, going as high as 55.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 55.57% | — | Jun 2006 | MLXIX vs OEPIX | |
| NXG Cushing® Midstream Energy Fund | 36.07% | — | Aug 2007 | MLXIX vs SRV | |
| Rydex Energy Services Fund | 34.99% | — | Mar 1998 | MLXIX vs RYVIX | |
| Recurrent MLP & Infrastructure Fund | 33.65% | — | Nov 2017 | MLXIX vs RMLPX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 32.43% | — | Dec 2013 | MLXIX vs MLOZX |
Lowest Volatility Alternatives to MLXIX
MLXIX has 20.44% 1-year volatility. There are 76 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.65% | — | Dec 2016 | MLXIX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | MLXIX vs SBMBX | |
| JHancock Infrastructure Fund | 10.04% | — | Dec 2013 | MLXIX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.09% | — | May 2004 | MLXIX vs CSUIX | |
| Centre Global Infrastructure Fund | 10.15% | — | Jan 2018 | MLXIX vs DHIVX |
Lowest Drawdown Alternatives to MLXIX
MLXIX has a 1-year max drawdown of -15.44%. There are 80 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 | MLXIX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | MLXIX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | MLXIX vs MLOZX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | MLXIX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | MLXIX vs SBMBX |
Other Mutual Funds from Catalyst Mutual Funds
The 10 most viewed Catalyst Mutual Funds mutual funds shown here include MBXIX, ATRFX, CLPAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | Hedge Fund | 92 | 14.54% | — | Dec 1996 | MLXIX vs MBXIX | |
| Catalyst Systematic Alpha Class I | Multistrategy | 11 | 0.46% | — | Jul 2014 | MLXIX vs ATRFX | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 28 | 12.40% | — | Dec 2013 | MLXIX vs CLPAX | |
| Catalyst/Millburn Hedge Strategy Fund | Macro Trading | 91 | 14.38% | — | Dec 2015 | MLXIX vs MBXAX | |
| Catalyst/SMH High Income Fund | High Yield Bonds | 81 | 4.04% | — | May 2008 | MLXIX vs HIIFX | |
| Catalyst/SMH Total Return Income Fund | Diversified Portfolio | 15 | 3.97% | — | May 2008 | MLXIX vs TRIFX | |
| Catalyst/CIFC Floating Rate Income Fund | Bank Loan | 62 | 1.06% | — | Dec 2012 | MLXIX vs CFRIX | |
| Catalyst Insider Buying Fund | Large Cap Growth Equities | 11 | 15.45% | — | Jul 2011 | MLXIX vs INSAX | |
| Catalyst/MAP Global Balanced Fund | Global Allocation | 63 | 6.50% | — | Jul 2011 | MLXIX vs TRXAX | |
| Catalyst Dynamic Alpha Fund | Large Cap Growth Equities | 42 | 22.18% | — | Dec 2011 | MLXIX vs CPEAX |
Often Compared With MLXIX
Investors most often compare MLXIX with VUAA.L, SPY, CLTAX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare MLXIX with Any Fund or Stock
Compare MLXIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MLXIX with funds that move differently
Catalyst Energy Infrastructure Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MLXIX.
Explore MLXIX Diversifiers