RMLPX Alternatives & Similar Mutual Funds

Recurrent MLP & Infrastructure Fund (RMLPX) 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 RMLPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to RMLPX

RMLPX charges 1.25% annually. There are 54 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	RMLPX vs VENAX
VGELX	Vanguard Energy Fund Admiral Shares	0.33%	7.10B	Nov 2001	RMLPX vs VGELX
VGENX	Vanguard Energy Opportunities Fund Investor Shares	0.45%	7.10B	May 1984	RMLPX vs VGENX
FMGIX	Frontier MFG Core Infrastructure Fund	0.50%	—	Jan 2012	RMLPX vs FMGIX
PRNEX	T. Rowe Price New Era Fund	0.56%	—	Jan 1969	RMLPX vs PRNEX

Best Risk-Adjusted Alternatives to RMLPX

RMLPX has a PortfoliosLab risk / return rank of 58. There are 21 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
RSNYX	Victory Global Energy Transition Fund Class Y	96	—	May 2007	RMLPX vs RSNYX
RSNRX	Victory Global Energy Transition Fund	96	—	Nov 1995	RMLPX vs RSNRX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	95	—	Dec 2013	RMLPX vs MLOZX
IEYYX	Delaware Ivy Energy Fund	93	—	Apr 2006	RMLPX vs IEYYX
GOFIX	GMO Resources Fund	86	—	Dec 2011	RMLPX vs GOFIX

Top Performing RMLPX Alternatives (YTD)

RMLPX is at 28.19% YTD. There are 6 mutual funds in the Energy Equities category with higher YTD returns, going as high as 61.97%.

Symbol	Name	YTD Return	AUM	Inception
OEPIX	Oil Equipment & Services UltraSector ProFund	61.97%	—	Jun 2006	RMLPX vs OEPIX
RYVIX	Rydex Energy Services Fund	37.59%	—	Mar 1998	RMLPX vs RYVIX
RSNYX	Victory Global Energy Transition Fund Class Y	34.31%	—	May 2007	RMLPX vs RSNYX
RSNRX	Victory Global Energy Transition Fund	34.09%	—	Nov 1995	RMLPX vs RSNRX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	32.43%	—	Dec 2013	RMLPX vs MLOZX

Lowest Volatility Alternatives to RMLPX

RMLPX has 16.58% 1-year volatility. There are 48 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.94%.

Symbol	Name	Volatility 1Y	AUM	Inception
PAXDX	Pax Global Sustainable Infrastructure Fund	7.94%	—	Dec 2016	RMLPX vs PAXDX
JEEIX	JHancock Infrastructure Fund	9.87%	—	Dec 2013	RMLPX vs JEEIX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	9.87%	—	May 2004	RMLPX vs CSUIX
DHIVX	Centre Global Infrastructure Fund	9.96%	—	Jan 2018	RMLPX vs DHIVX
EIPIX	EIP Growth and Income Fund (NEW)	9.97%	—	Aug 2006	RMLPX vs EIPIX

Lowest Drawdown Alternatives to RMLPX

RMLPX has a 1-year max drawdown of -9.09%. There are 50 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	RMLPX vs PAXDX
EIPIX	EIP Growth and Income Fund (NEW)	-4.51%	—	Aug 2006	RMLPX vs EIPIX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	-4.71%	—	Dec 2013	RMLPX vs MLOZX
DHIVX	Centre Global Infrastructure Fund	-5.29%	—	Jan 2018	RMLPX vs DHIVX
IEYYX	Delaware Ivy Energy Fund	-5.56%	—	Apr 2006	RMLPX vs IEYYX

Often Compared With RMLPX

Investors most often compare RMLPX with VOO, PSPFX, FSENX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	RMLPX vs VOO
PSPFX	U.S. Global Investors Global Resources Fund	Energy Equities	54	1.03%	—	Aug 1983	RMLPX vs PSPFX
FSENX	Fidelity Select Energy Portfolio	Energy Equities	41	26.95%	—	Jul 1981	RMLPX vs FSENX
GRHIX	Goehring & Rozencwajg Resources Fund	Energy Equities	36	6.47%	—	Dec 2016	RMLPX vs GRHIX
GAGEX	Guinness Atkinson Global Energy Fund	Energy Equities	42	23.97%	—	Jun 2004	RMLPX vs GAGEX
FSDPX	Fidelity Select Materials Portfolio	Energy Equities	25	15.13%	—	Sep 1986	RMLPX vs FSDPX
AIFRX	abrdn Global Infrastructure Fund	Energy Equities	66	12.07%	—	Nov 2008	RMLPX vs AIFRX
PGJZX	PGIM Jennison Global Infrastructure Fund	Energy Equities	40	9.83%	—	Sep 2013	RMLPX vs PGJZX
RYEIX	Rydex Energy Fund	Energy Equities	43	25.74%	—	Apr 1998	RMLPX vs RYEIX
BGLYX	Brookfield Global Listed Infrastructure Fund	Energy Equities	39	9.79%	—	Nov 2011	RMLPX vs BGLYX
MLXIX	Catalyst Energy Infrastructure Fund	Energy Equities	10	27.16%	—	Dec 2014	RMLPX vs MLXIX
ECOIX	Ecofin Global Renewables Infrastructure Fund	Energy Equities	23	7.20%	—	Nov 2015	RMLPX vs ECOIX
FRNRX	Franklin Natural Resources Fund	Energy Equities	84	18.70%	—	Jun 1995	RMLPX vs FRNRX
RGIYX	Russell Investments Global Infrastructure Fund	Energy Equities	43	9.44%	—	Sep 2010	RMLPX vs RGIYX
GLEIX	Goldman Sachs Energy Infrastructure Fund	Energy Equities	46	22.15%	—	Sep 2017	RMLPX vs GLEIX
MLPNX	Invesco SteelPath MLP Alpha Plus Fund	Energy Equities	38	23.08%	—	Dec 2011	RMLPX vs MLPNX
FSTEX	Invesco Energy Fund	Energy Equities	26	21.46%	—	Jan 1984	RMLPX vs FSTEX
FNARX	Fidelity Natural Resources Fund	Energy Equities	48	17.21%	—	Mar 1997	RMLPX vs FNARX
MGIFX	Mondrian Global Listed Infrastructure Fund	Energy Equities	—	—	—	Dec 2018	RMLPX vs MGIFX
ICPAX	Integrity Mid-North American Resources Fund	Energy Equities	70	26.13%	—	Apr 1999	RMLPX vs ICPAX

Compare RMLPX with Any Fund or Stock

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

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Diversifiers

Pair RMLPX with funds that move differently

Recurrent MLP & Infrastructure Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RMLPX.

Explore RMLPX Diversifiers

Recurrent MLP & Infrastructure Fund (RMLPX) Alternatives