Brookfield Global Listed Fund Quote
| BLRCX Fund | USD 11.01 0.15 1.38% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Brookfield Global is trading at 11.01 as of the 19th of January 2025; that is 1.38 percent increase since the beginning of the trading day. The fund's open price was 10.86. Brookfield Global has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 30th of January 2023 and ending today, the 19th of January 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in REITs and other securities in the real estate industry. Under normal market conditions, the manager will attempt to achieve its investment objective by investing, as a principal strategy, at least 80 percent of its net assets in publicly traded equity securities of real estate companies listed on a domestic or foreign exchange, throughout the world, including the United States .. More on Brookfield Global Listed
Moving together with Brookfield Mutual Fund
| 0.89 | BGLCX | Brookfield Global Listed | PairCorr |
| 0.88 | BGLAX | Brookfield Global Listed | PairCorr |
| 0.87 | BGLYX | Brookfield Global Listed | PairCorr |
| 1.0 | BLRAX | Brookfield Global Listed | PairCorr |
| 1.0 | BLRYX | Brookfield Global Listed | PairCorr |
Moving against Brookfield Mutual Fund
Brookfield Mutual Fund Highlights
| Fund Concentration | Brookfield Investment Funds, Large Funds, Global Real Estate Funds, Global Real Estate, Brookfield Investment Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Brookfield Global Listed [BLRCX] is traded in USA and was established 19th of January 2025. Brookfield Global is listed under Brookfield Investment Funds category by Fama And French industry classification. The fund is listed under Global Real Estate category and is part of Brookfield Investment Funds family. This fund currently has accumulated 425.95 M in assets under management (AUM) with no minimum investment requirementsBrookfield Global Listed is currently producing year-to-date (YTD) return of 0.45% with the current yeild of 0.02%, while the total return for the last 3 years was -7.07%.
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
| BXP | Boston Properties | Stock | Real Estate | |
| CCI | Crown Castle | Stock | Real Estate | |
| PK | Park Hotels Resorts | Stock | Real Estate | |
| HST | Host Hotels Resorts | Stock | Real Estate | |
| WELL | Welltower | Stock | Real Estate | |
| VTR | Ventas Inc | Stock | Real Estate | |
| SPG | Simon Property Group | Stock | Real Estate | |
| PSA | Public Storage | Stock | Real Estate |
Brookfield Global Listed Risk Profiles
| Mean Deviation | 0.6916 | |||
| Standard Deviation | 0.9233 | |||
| Variance | 0.8525 | |||
| Risk Adjusted Performance | (0.09) |
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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