RMLPX Alternatives & Similar Mutual Funds

Recurrent MLP & Infrastructure Fund (RMLPX) 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 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 27 mutual funds in the Infrastructure Equities category with lower expense ratios, going as low as 0.50%.

Symbol	Name	Expense Ratio	AUM	Inception
FMGIX	Frontier MFG Core Infrastructure Fund	0.50%	—	Jan 2012	RMLPX vs FMGIX
FLIAX	First Sentier American Listed Infrastructure Fund	0.75%	—	Dec 2020	RMLPX vs FLIAX
PAXDX	Pax Global Sustainable Infrastructure Fund	0.83%	—	Dec 2016	RMLPX vs PAXDX
RGIYX	Russell Investments Global Infrastructure Fund	0.85%	—	Sep 2010	RMLPX vs RGIYX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	0.86%	—	May 2004	RMLPX vs CSUIX

Best Risk-Adjusted Alternatives to RMLPX

RMLPX has a PortfoliosLab risk / return rank of 92. No mutual funds in the Infrastructure Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 84.

Symbol	Name	Risk / Return Rank	AUM	Inception
DPG	Duff & Phelps Utility and Infrastructure Fund Inc	84	—	Jul 2011	RMLPX vs DPG
JEEIX	JHancock Infrastructure Fund	82	—	Dec 2013	RMLPX vs JEEIX
GLEIX	Goldman Sachs Energy Infrastructure Fund	82	—	Sep 2017	RMLPX vs GLEIX
AIFRX	abrdn Global Infrastructure Fund	82	—	Nov 2008	RMLPX vs AIFRX
GAMPX	Goldman Sachs Energy Infrastructure Fund Class P	82	—	Apr 2018	RMLPX vs GAMPX

Top Performing RMLPX Alternatives (YTD)

RMLPX is at 39.36% YTD. No mutual funds in the Infrastructure Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 32.37%.

Symbol	Name	YTD Return	AUM	Inception
MLXIX	Catalyst Energy Infrastructure Fund	32.37%	—	Dec 2014	RMLPX vs MLXIX
GAMPX	Goldman Sachs Energy Infrastructure Fund Class P	26.40%	—	Apr 2018	RMLPX vs GAMPX
GLEIX	Goldman Sachs Energy Infrastructure Fund	26.38%	—	Sep 2017	RMLPX vs GLEIX
TMLPX	Transamerica Energy Infrastructure	25.04%	—	Apr 2013	RMLPX vs TMLPX
KYN	Kayne Anderson Energy Infrastructure Fund	23.35%	—	Sep 2024	RMLPX vs KYN

Lowest Volatility Alternatives to RMLPX

RMLPX has 17.19% 1-year volatility. There are 29 mutual funds in the Infrastructure Equities category with lower 1-year volatility, going as low as 7.12%.

Symbol	Name	Volatility 1Y	AUM	Inception
PAXDX	Pax Global Sustainable Infrastructure Fund	7.12%	—	Dec 2016	RMLPX vs PAXDX
JEEIX	JHancock Infrastructure Fund	9.99%	—	Dec 2013	RMLPX vs JEEIX
DHIVX	Centre Global Infrastructure Fund	10.11%	—	Jan 2018	RMLPX vs DHIVX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	10.12%	—	Aug 2017	RMLPX vs CSUAX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	10.13%	—	May 2004	RMLPX vs CSUIX

Lowest Drawdown Alternatives to RMLPX

RMLPX has a 1-year max drawdown of -9.09%. There are 28 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
PAXDX	Pax Global Sustainable Infrastructure Fund	-4.49%	—	Dec 2016	RMLPX vs PAXDX
GGINX	Goldman Sachs Global Infrastructure Fund	-5.59%	—	Jun 2016	RMLPX vs GGINX
DPG	Duff & Phelps Utility and Infrastructure Fund Inc	-5.85%	—	Jul 2011	RMLPX vs DPG
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	-5.96%	—	May 2004	RMLPX vs CSUIX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-5.99%	—	Aug 2017	RMLPX vs CSUAX

Often Compared With RMLPX

Investors most often compare RMLPX with RSNRX, PSPFX, FSDPX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
RSNRX	Victory Global Energy Transition Fund	Energy Equities	96	27.93%	—	Nov 1995	RMLPX vs RSNRX
PSPFX	U.S. Global Investors Global Resources Fund	Energy Equities	53	-4.83%	—	Aug 1983	RMLPX vs PSPFX
FSDPX	Fidelity Select Materials Portfolio	Energy Equities	27	11.29%	—	Sep 1986	RMLPX vs FSDPX
FSENX	Fidelity Select Energy Portfolio	Energy Equities	87	38.84%	—	Jul 1981	RMLPX vs FSENX
GAGEX	Guinness Atkinson Global Energy Fund	Energy Equities	84	36.50%	—	Jun 2004	RMLPX vs GAGEX
VENAX	Vanguard Energy Index Fund Admiral Shares	Energy Equities	72	33.62%	11.00B	Oct 2004	RMLPX vs VENAX
RSNYX	Victory Global Energy Transition Fund Class Y	Energy Equities	96	28.17%	—	May 2007	RMLPX vs RSNYX
GRHIX	Goehring & Rozencwajg Resources Fund	Energy Equities	55	6.01%	—	Dec 2016	RMLPX vs GRHIX
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	RMLPX vs VOO
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	Energy Equities	—	—	—	Dec 2013	RMLPX vs MLOZX
RYVIX	Rydex Energy Services Fund	Energy Equities	73	31.00%	—	Mar 1998	RMLPX vs RYVIX
IEYYX	Delaware Ivy Energy Fund	Energy Equities	91	15.97%	—	Apr 2006	RMLPX vs IEYYX
RYEIX	Rydex Energy Fund	Energy Equities	77	31.71%	—	Apr 1998	RMLPX vs RYEIX
CGAEX	Calvert Global Energy Solutions Fund Class A	Energy Equities	47	11.27%	—	May 2007	RMLPX vs CGAEX
PRNEX	T. Rowe Price New Era Fund	Energy Equities	77	15.89%	—	Jan 1969	RMLPX vs PRNEX
ECOIX	Redwheel Next Generation Power Infrastructure Fund	Infrastructure Equities, Energy Equities	12	3.39%	—	Nov 2015	RMLPX vs ECOIX
OEPIX	Oil Equipment & Services UltraSector ProFund	Energy Equities	77	46.27%	—	Jun 2006	RMLPX vs OEPIX
RGSVX	ClearBridge Global Infrastructure Income Fund	Infrastructure Equities, Energy Equities	77	13.05%	—	Mar 2016	RMLPX vs RGSVX
FSTEX	Invesco Energy Fund	Energy Equities	73	32.80%	—	Jan 1984	RMLPX vs FSTEX
BGLYX	Brookfield Global Listed Infrastructure Fund	Infrastructure Equities, Energy Equities	62	10.93%	—	Nov 2011	RMLPX vs BGLYX

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