NXG NextGen Infrastructure Income Fund (NXG) belongs to the Infrastructure Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NXG. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NXG
NXG charges 1.00% annually. There are 14 mutual funds in the Infrastructure Equities category with lower expense ratios, going as low as 0.50%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | NXG vs FMGIX | |
| First Sentier American Listed Infrastructure Fund | 0.75% | — | Dec 2020 | NXG vs FLIAX | |
| Pax Global Sustainable Infrastructure Fund | 0.83% | — | Dec 2016 | NXG vs PAXDX | |
| Russell Investments Global Infrastructure Fund | 0.85% | — | Sep 2010 | NXG vs RGIYX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 0.86% | — | May 2004 | NXG vs CSUIX |
Best Risk-Adjusted Alternatives to NXG
NXG has a PortfoliosLab risk / return rank of 44. There are 18 mutual funds in the Infrastructure Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Recurrent MLP & Infrastructure Fund | 91 | — | Nov 2017 | NXG vs RMLPX | |
| ICON Natural Resources and Infrastructure Fund | 85 | — | May 1997 | NXG vs ICBMX | |
| abrdn Global Infrastructure Fund | 76 | — | Nov 2008 | NXG vs AIFRX | |
| JHancock Infrastructure Fund | 75 | — | Dec 2013 | NXG vs JEEIX | |
| Goldman Sachs MLP Energy Infrastructure Fund | 75 | — | Mar 2013 | NXG vs GLPIX |
Top Performing NXG Alternatives (YTD)
NXG is at 24.12% YTD. There are 5 mutual funds in the Infrastructure Equities category with higher YTD returns, going as high as 37.70%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Recurrent MLP & Infrastructure Fund | 37.70% | — | Nov 2017 | NXG vs RMLPX | |
| Catalyst Energy Infrastructure Fund | 31.36% | — | Dec 2014 | NXG vs MLXIX | |
| Goldman Sachs Energy Infrastructure Fund Class P | 25.70% | — | Apr 2018 | NXG vs GAMPX | |
| Goldman Sachs Energy Infrastructure Fund | 25.60% | — | Sep 2017 | NXG vs GLEIX | |
| Transamerica Energy Infrastructure | 24.57% | — | Apr 2013 | NXG vs TMLPX |
Lowest Volatility Alternatives to NXG
NXG has 21.20% 1-year volatility. There are 35 mutual funds in the Infrastructure Equities category with lower 1-year volatility, going as low as 6.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 6.50% | — | Dec 2016 | NXG vs PAXDX | |
| JHancock Infrastructure Fund | 10.00% | — | Dec 2013 | NXG vs JEEIX | |
| Centre Global Infrastructure Fund | 10.12% | — | Jan 2018 | NXG vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund Class A | 10.14% | — | Aug 2017 | NXG vs CSUAX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.15% | — | May 2004 | NXG vs CSUIX |
Lowest Drawdown Alternatives to NXG
NXG has a 1-year max drawdown of -15.55%. There are 35 mutual funds in the Infrastructure 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 | NXG vs PAXDX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | NXG vs GGINX | |
| Duff & Phelps Utility and Infrastructure Fund Inc | -5.85% | — | Jul 2011 | NXG vs DPG | |
| Cohen & Steers Global Infrastructure Fund, Inc. | -5.96% | — | May 2004 | NXG vs CSUIX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | NXG vs CSUAX |
Other Mutual Funds from NXG
The 1 most viewed NXG mutual funds shown here include SRV and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| NXG Cushing® Midstream Energy Fund | Energy Equities | 45 | 29.09% | — | Aug 2007 | NXG vs SRV |
Often Compared With NXG
Investors most often compare NXG with TYG, EMO, NML. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare NXG with Any Fund or Stock
Compare NXG with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NXG with funds that move differently
NXG NextGen Infrastructure Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NXG.
Explore NXG Diversifiers