FLIAX Mutual Fund

FLIAX Mutual Fund

NAV$11.48
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Fund Essentials - as of Jun 30, 2026

Net Assets
$4M
Expense Ratio
0.75%
Dividend Yield (Current)
8.04%
Holdings
28
Inception Date
Dec 29, 2020
Fund Family
First Sentier Investors
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+16.23%
1 Year+18.68%
3 Year+13.69%
5 Year+8.42%

Asset Allocation

Stocks: 100.00%
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Top Holdings

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TickerNameWeight
UNPUnion Pacific Corp11.55%
NEENextera Energy Inc8.15%
CSXCsx Corp - Common Sr 96.82%
DUKDuke Energy Corp.6.34%
AEPAmerican Electric Power Co Inc6.07%
Top 10 Concentration: 63.62%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
8.04%
Frequency
Annually

Peer Comparison

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

FLIAX Mutual Fund Overview

FLIAX Mutual Fund (First Sentier American Listed Infrastructure Fund Class I) is managed by First Sentier Investors with $3.8M in net assets. FLIAX expense ratio is 0.75%, holding 28 positions across sectors including Utilities, Industrials, Energy. Inception date: 2020-12-29.

FLIAX performance shows a YTD return of 16.23%. The 1-year return is 18.68% and the 5-year return is 8.42%. FLIAX dividend yield stands at 8.04%, paid annually.

FLIAX top holdings include Union Pacific Corp (11.6%), Nextera Energy Inc (8.2%), Csx Corp - Common Sr 9 (6.8%), Duke Energy Corp. (6.3%), American Electric Power Co Inc (6.1%). Go to all FLIAX holdings, FLIAX sectors, or FLIAX dividends.

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