Brookfield Global Listed Fund Quote
| BGLAX Fund | USD 14.08 0.12 0.86% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Brookfield Global is trading at 14.08 as of the 23rd of November 2024; that is 0.86% up since the beginning of the trading day. The fund's open price was 13.96. Brookfield Global has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Brookfield Global Listed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2023 and ending today, the 23rd of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in publicly traded equity securities of infrastructure companies listed on a domestic or foreign exchange, throughout the world, including the United States. It normally will maintain exposure to securities of infrastructure companies in the United States and in at least three countries outside the United States.. More on Brookfield Global Listed
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Brookfield Mutual Fund Highlights
| Fund Concentration | Brookfield Investment Funds, Large Blend Funds, Infrastructure Funds, Infrastructure, Brookfield Investment Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Brookfield Global Listed [BGLAX] is traded in USA and was established 23rd of November 2024. Brookfield Global is listed under Brookfield Investment Funds category by Fama And French industry classification. The fund is listed under Infrastructure category and is part of Brookfield Investment Funds family. This fund currently has accumulated 249.62 M in assets under management (AUM) with no minimum investment requirementsBrookfield Global Listed is currently producing year-to-date (YTD) return of 13.01% with the current yeild of 0.02%, while the total return for the last 3 years was 4.34%.
Check Brookfield Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Brookfield Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Brookfield Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Brookfield Global Listed Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Brookfield Global Listed Mutual Fund Constituents
| LNG | Cheniere Energy | Stock | Energy | |
| ETR | Entergy | Stock | Utilities | |
| XEL | Xcel Energy | Stock | Utilities | |
| WMB | Williams Companies | Stock | Energy | |
| SRE | Sempra Energy | Stock | Utilities | |
| SBAC | SBA Communications Corp | Stock | Real Estate | |
| PCG | PGE Corp | Stock | Utilities | |
| NEE | Nextera Energy | Stock | Utilities |
Brookfield Global Listed Risk Profiles
| Mean Deviation | 0.4821 | |||
| Semi Deviation | 0.4688 | |||
| Standard Deviation | 0.5982 | |||
| Variance | 0.3578 |
Brookfield Global Against Markets
Other Information on Investing in Brookfield Mutual Fund
Brookfield Global financial ratios help investors to determine whether Brookfield Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Brookfield with respect to the benefits of owning Brookfield Global security.
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