BGLAX Mutual Fund

BGLAX Mutual Fund

NAV$12.65
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Fund Essentials - as of Mar 31, 2026

Net Assets
$4M
Expense Ratio
1.25%
Dividend Yield (Current)
27.37%
Holdings
36
Inception Date
Dec 29, 2011
Fund Family
Brookfield Investment Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+9.48%
1 Year+15.26%
3 Year+10.50%
5 Year+7.06%
10 Year+5.85%

Asset Allocation

Stocks: 99.35%
Cash: 0.65%
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Top Holdings

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TickerNameWeight
NEENextera Energy Inc.7.68%
UNPUnion Pacific Corp5.01%
WMBWilliams Cos. Inc.4.72%
TRP:CATc Energy Corp4.11%
AENA:MAAena Sme Sa4.02%
Top 10 Concentration: 44.16%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
27.37%
Frequency
Quarterly
Latest Distribution
$0.39
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

BGLAX Mutual Fund Overview

BGLAX Mutual Fund (Brookfield Global Listed Infrastructure Fund Class A) is managed by Brookfield Investment Funds with $3.8M in net assets. BGLAX expense ratio is 1.25%, holding 36 positions across sectors including Utilities, Energy, Industrials. Inception date: 2011-12-29.

BGLAX performance shows a YTD return of 9.48%. The 1-year return is 15.26% and the 5-year return is 7.06%. BGLAX dividend yield stands at 27.37%, paid quarterly.

BGLAX top holdings include Nextera Energy Inc. (7.7%), Union Pacific Corp (5.0%), Williams Cos. Inc. (4.7%), Tc Energy Corp (4.1%), Aena Sme Sa (4.0%). Go to all BGLAX holdings, BGLAX sectors, or BGLAX dividends.

BGLAX can be compared against other funds. Use BGLAX overlap to find shared positions, or BGLAX vs another fund for a side-by-side view. BGLAX alternatives are available via the screener, along with tax-loss harvesting opportunities.