Reaves Infrastructure Fund (RSRFX) 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 RSRFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RSRFX
RSRFX charges 1.10% annually. There are 37 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 | RSRFX vs VENAX | |
| Vanguard Energy Fund Admiral Shares | 0.33% | 7.10B | Nov 2001 | RSRFX vs VGELX | |
| Vanguard Energy Opportunities Fund Investor Shares | 0.45% | 7.10B | May 1984 | RSRFX vs VGENX | |
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | RSRFX vs FMGIX | |
| T. Rowe Price New Era Fund | 0.56% | — | Jan 1969 | RSRFX vs PRNEX |
Best Risk-Adjusted Alternatives to RSRFX
RSRFX has a PortfoliosLab risk / return rank of 11. There are 81 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 | RSRFX vs MLOZX | |
| Victory Global Energy Transition Fund Class Y | 95 | — | May 2007 | RSRFX vs RSNYX | |
| Victory Global Energy Transition Fund | 94 | — | Nov 1995 | RSRFX vs RSNRX | |
| Delaware Ivy Energy Fund | 88 | — | Apr 2006 | RSRFX vs IEYYX | |
| EIP Growth and Income Fund (NEW) | 88 | — | Aug 2006 | RSRFX vs EIPIX |
Top Performing RSRFX Alternatives (YTD)
RSRFX is at 19.00% YTD. There are 39 mutual funds in the Energy Equities category with higher YTD returns, going as high as 51.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Oil Equipment & Services UltraSector ProFund | 51.90% | — | Jun 2006 | RSRFX vs OEPIX | |
| NXG Cushing® Midstream Energy Fund | 36.45% | — | Aug 2007 | RSRFX vs SRV | |
| Recurrent MLP & Infrastructure Fund | 33.81% | — | Nov 2017 | RSRFX vs RMLPX | |
| Catalyst Energy Infrastructure Fund | 33.17% | — | Dec 2014 | RSRFX vs MLXIX | |
| Rydex Energy Services Fund | 33.16% | — | Mar 1998 | RSRFX vs RYVIX |
Lowest Volatility Alternatives to RSRFX
RSRFX has 21.13% 1-year volatility. There are 79 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 | RSRFX vs PAXDX | |
| Saratoga Energy & Basic Materials Fund | 9.77% | — | Oct 1997 | RSRFX vs SBMBX | |
| JHancock Infrastructure Fund | 10.04% | — | Dec 2013 | RSRFX vs JEEIX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.08% | — | May 2004 | RSRFX vs CSUIX | |
| Centre Global Infrastructure Fund | 10.12% | — | Jan 2018 | RSRFX vs DHIVX |
Lowest Drawdown Alternatives to RSRFX
RSRFX has a 1-year max drawdown of -18.72%. There are 82 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 | RSRFX vs PAXDX | |
| EIP Growth and Income Fund (NEW) | -4.51% | — | Aug 2006 | RSRFX vs EIPIX | |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | -4.71% | — | Dec 2013 | RSRFX vs MLOZX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | RSRFX vs GGINX | |
| Saratoga Energy & Basic Materials Fund | -5.66% | — | Oct 1997 | RSRFX vs SBMBX |
Often Compared With RSRFX
Investors most often compare RSRFX with GAGEX, FSENX, RYEIX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Guinness Atkinson Global Energy Fund | Energy Equities | 57 | 25.44% | — | Jun 2004 | RSRFX vs GAGEX | |
| Fidelity Select Energy Portfolio | Energy Equities | 63 | 29.54% | — | Jul 1981 | RSRFX vs FSENX | |
| Rydex Energy Fund | Energy Equities | 53 | 25.96% | — | Apr 1998 | RSRFX vs RYEIX | |
| GMO Resources Fund | Energy Equities | 74 | 17.92% | — | Dec 2011 | RSRFX vs GOFIX | |
| Russell Investments Global Infrastructure Fund | Energy Equities | 58 | 10.77% | — | Sep 2010 | RSRFX vs RGIYX | |
| Franklin Natural Resources Fund | Energy Equities | 84 | 15.69% | — | Jun 1995 | RSRFX vs FRNRX |
Compare RSRFX with Any Fund or Stock
Compare RSRFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RSRFX with funds that move differently
Reaves Infrastructure Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RSRFX.
Explore RSRFX Diversifiers