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 83. There are 8 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	97	—	Dec 2013	RMLPX vs MLOZX
RSNYX	Victory Global Energy Transition Fund Class Y	94	—	May 2007	RMLPX vs RSNYX
RSNRX	Victory Global Energy Transition Fund	94	—	Nov 1995	RMLPX vs RSNRX
IEYYX	Delaware Ivy Energy Fund	88	—	Apr 2006	RMLPX vs IEYYX
EIPIX	EIP Growth and Income Fund (NEW)	88	—	Aug 2006	RMLPX vs EIPIX

Top Performing RMLPX Alternatives (YTD)

RMLPX is at 33.65% YTD. There are 3 mutual funds in the Energy Equities category with higher YTD returns, going as high as 55.57%.

Symbol	Name	YTD Return	AUM	Inception
OEPIX	Oil Equipment & Services UltraSector ProFund	55.57%	—	Jun 2006	RMLPX vs OEPIX
SRV	NXG Cushing® Midstream Energy Fund	36.07%	—	Aug 2007	RMLPX vs SRV
RYVIX	Rydex Energy Services Fund	34.99%	—	Mar 1998	RMLPX vs RYVIX
MLOZX	Cohen & Steers MLP & Energy Opportunity Fund, Inc.	32.43%	—	Dec 2013	RMLPX vs MLOZX
MLXIX	Catalyst Energy Infrastructure Fund	32.37%	—	Dec 2014	RMLPX vs MLXIX

Lowest Volatility Alternatives to RMLPX

RMLPX has 16.77% 1-year volatility. There are 47 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	RMLPX vs PAXDX
SBMBX	Saratoga Energy & Basic Materials Fund	9.77%	—	Oct 1997	RMLPX vs SBMBX
JEEIX	JHancock Infrastructure Fund	10.04%	—	Dec 2013	RMLPX vs JEEIX
CSUIX	Cohen & Steers Global Infrastructure Fund, Inc.	10.09%	—	May 2004	RMLPX vs CSUIX
DHIVX	Centre Global Infrastructure Fund	10.15%	—	Jan 2018	RMLPX vs DHIVX

Lowest Drawdown Alternatives to RMLPX

RMLPX has a 1-year max drawdown of -9.09%. There are 44 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
GGINX	Goldman Sachs Global Infrastructure Fund	-5.59%	—	Jun 2016	RMLPX vs GGINX
SBMBX	Saratoga Energy & Basic Materials Fund	-5.66%	—	Oct 1997	RMLPX vs SBMBX

Often Compared With RMLPX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PSPFX	U.S. Global Investors Global Resources Fund	Energy Equities	40	-4.83%	—	Aug 1983	RMLPX vs PSPFX
GAGEX	Guinness Atkinson Global Energy Fund	Energy Equities	56	25.89%	—	Jun 2004	RMLPX vs GAGEX
VOO	Vanguard S&P 500 ETF	S&P 500	66	10.45%	1.70T	Sep 2010	RMLPX vs VOO
FSENX	Fidelity Select Energy Portfolio	Energy Equities	62	30.30%	—	Jul 1981	RMLPX vs FSENX
GRHIX	Goehring & Rozencwajg Resources Fund	Energy Equities	34	2.90%	—	Dec 2016	RMLPX vs GRHIX
FSDPX	Fidelity Select Materials Portfolio	Energy Equities	13	10.66%	—	Sep 1986	RMLPX vs FSDPX
AIFRX	abrdn Global Infrastructure Fund	Energy Equities	75	13.13%	—	Nov 2008	RMLPX vs AIFRX
RYEIX	Rydex Energy Fund	Energy Equities	51	26.34%	—	Apr 1998	RMLPX vs RYEIX
GLEIX	Goldman Sachs Energy Infrastructure Fund	Energy Equities	75	24.97%	—	Sep 2017	RMLPX vs GLEIX
RGSVX	ClearBridge Global Infrastructure Income Fund	Energy Equities	64	12.58%	—	Mar 2016	RMLPX vs RGSVX
BGLYX	Brookfield Global Listed Infrastructure Fund	Energy Equities	57	12.24%	—	Nov 2011	RMLPX vs BGLYX
ECOIX	Ecofin Global Renewables Infrastructure Fund	Energy Equities	13	5.01%	—	Nov 2015	RMLPX vs ECOIX
CGAEX	Calvert Global Energy Solutions Fund Class A	Energy Equities	58	13.89%	—	May 2007	RMLPX vs CGAEX
MLPNX	Invesco SteelPath MLP Alpha Plus Fund	Energy Equities	67	27.66%	—	Dec 2011	RMLPX vs MLPNX
PGJZX	PGIM Jennison Global Infrastructure Fund	Energy Equities	45	10.28%	—	Sep 2013	RMLPX vs PGJZX
RGIYX	Russell Investments Global Infrastructure Fund	Energy Equities	58	11.07%	—	Sep 2010	RMLPX vs RGIYX
FSTEX	Invesco Energy Fund	Energy Equities	34	22.77%	—	Jan 1984	RMLPX vs FSTEX
FRNRX	Franklin Natural Resources Fund	Energy Equities	83	16.40%	—	Jun 1995	RMLPX vs FRNRX
MGIFX	Mondrian Global Listed Infrastructure Fund	Energy Equities	—	—	—	Dec 2018	RMLPX vs MGIFX
ICPAX	Integrity Mid-North American Resources Fund	Energy Equities	86	27.43%	—	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