BGLAX Mutual Fund

BGLAX Mutual Fund

NAV$12.41
See how much of BGLAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Jun 30, 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+10.58%
5 Year+7.11%
10 Year+5.88%

Asset Allocation

Stocks: 99.53%
Cash: 0.47%
See how much of BGLAX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
NEENextera Energy Inc7.14%
UNPUnion Pacific Corp5.56%
WMBWilliams Cos Inc/the4.62%
AENA:MAAena Sme Sa4.55%
TRP:CATc Energy Corp4.32%
Top 10 Concentration: 45.20%Report Date: Jun 30, 2026
Download all 36 holdings for BGLAX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
27.37%
Frequency
Quarterly
Latest Distribution
$0.39
-

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 $3.7M in net assets. BGLAX expense ratio is 1.25%, holding 36 positions across sectors including Utilities, Industrials, Energy. 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 7.11%. BGLAX dividend yield stands at 27.37%, paid quarterly.

BGLAX top holdings include Nextera Energy Inc (7.1%), Union Pacific Corp (5.6%), Williams Cos Inc/the (4.6%), Aena Sme Sa (4.5%), Tc Energy Corp (4.3%). 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.