Brookfield Investment Funds

Statistics as of Apr 02, 2025

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Found total of 4 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Infrastructure
Expense Ratio
1.00%
TTM Yield
1.9%
3yr Sharpe
-0.15
YTD Return
5.3%
3yr Return
6.2%
1yr Return
16.9%
Total Assets
$200M
6M Money Flow
-$166M
Infrastructure
Expense Ratio
1.00%
TTM Yield
1.5%
3yr Sharpe
-0.36
YTD Return
8.5%
3yr Return
-7.5%
1yr Return
12.4%
Total Assets
$59M
6M Money Flow
-$234K
Global Real Estate
Expense Ratio
0.95%
TTM Yield
2.6%
3yr Sharpe
-0.47
YTD Return
2.1%
3yr Return
-13.4%
1yr Return
7.9%
Total Assets
$153M
6M Money Flow
-$16M
Energy Limited Partnership
Expense Ratio
1.21%
TTM Yield
5.0%
3yr Sharpe
0.90
YTD Return
8.1%
3yr Return
75.1%
1yr Return
35.8%
Total Assets
$1B
6M Money Flow
-$64M