Reaves Infrastructure Fund (RSRFX) 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 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 18 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 | RSRFX vs FMGIX | |
| First Sentier American Listed Infrastructure Fund | 0.75% | — | Dec 2020 | RSRFX vs FLIAX | |
| Pax Global Sustainable Infrastructure Fund | 0.83% | — | Dec 2016 | RSRFX vs PAXDX | |
| Russell Investments Global Infrastructure Fund | 0.85% | — | Sep 2010 | RSRFX vs RGIYX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 0.86% | — | May 2004 | RSRFX vs CSUIX |
Best Risk-Adjusted Alternatives to RSRFX
RSRFX has a PortfoliosLab risk / return rank of 6. There are 36 mutual funds in the Infrastructure Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | RSRFX vs RMLPX | |
| Duff & Phelps Utility and Infrastructure Fund Inc | 84 | — | Jul 2011 | RSRFX vs DPG | |
| JHancock Infrastructure Fund | 82 | — | Dec 2013 | RSRFX vs JEEIX | |
| Goldman Sachs Energy Infrastructure Fund | 82 | — | Sep 2017 | RSRFX vs GLEIX | |
| abrdn Global Infrastructure Fund | 82 | — | Nov 2008 | RSRFX vs AIFRX |
Top Performing RSRFX Alternatives (YTD)
RSRFX is at 13.11% YTD. There are 14 mutual funds in the Infrastructure Equities category with higher YTD returns, going as high as 39.36%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Recurrent MLP & Infrastructure Fund | 39.36% | — | Nov 2017 | RSRFX vs RMLPX | |
| Catalyst Energy Infrastructure Fund | 32.37% | — | Dec 2014 | RSRFX vs MLXIX | |
| Goldman Sachs Energy Infrastructure Fund Class P | 26.40% | — | Apr 2018 | RSRFX vs GAMPX | |
| Goldman Sachs Energy Infrastructure Fund | 26.38% | — | Sep 2017 | RSRFX vs GLEIX | |
| Transamerica Energy Infrastructure | 25.04% | — | Apr 2013 | RSRFX vs TMLPX |
Lowest Volatility Alternatives to RSRFX
RSRFX has 21.45% 1-year volatility. There are 35 mutual funds in the Infrastructure Equities category with lower 1-year volatility, going as low as 7.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.12% | — | Dec 2016 | RSRFX vs PAXDX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | RSRFX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.11% | — | Jan 2018 | RSRFX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund Class A | 10.12% | — | Aug 2017 | RSRFX vs CSUAX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | RSRFX vs CSUIX |
Lowest Drawdown Alternatives to RSRFX
RSRFX has a 1-year max drawdown of -18.72%. There are 36 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 | RSRFX vs PAXDX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | RSRFX vs GGINX | |
| Duff & Phelps Utility and Infrastructure Fund Inc | -5.85% | — | Jul 2011 | RSRFX vs DPG | |
| Cohen & Steers Global Infrastructure Fund, Inc. | -5.96% | — | May 2004 | RSRFX vs CSUIX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | RSRFX vs CSUAX |
Often Compared With RSRFX
Investors most often compare RSRFX with GAGEX, RSNRX, IEYYX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
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