Brookfield Investment Funds

Statistics as of May 27, 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
0.00%
TTM Yield
1.9%
3yr Sharpe
-0.02
YTD Return
6.2%
3yr Return
9.3%
1yr Return
15.0%
Total Assets
$190M
6M Money Flow
-$175M
Infrastructure
Expense Ratio
0.00%
TTM Yield
1.4%
3yr Sharpe
-0.14
YTD Return
16.1%
3yr Return
3.0%
1yr Return
12.7%
Total Assets
$63M
6M Money Flow
-$219K
Global Real Estate
Expense Ratio
0.00%
TTM Yield
2.5%
3yr Sharpe
-0.36
YTD Return
4.9%
3yr Return
-2.3%
1yr Return
12.5%
Total Assets
$111M
6M Money Flow
-$41M
Energy Limited Partnership
Expense Ratio
0.00%
TTM Yield
5.4%
3yr Sharpe
0.75
YTD Return
0.9%
3yr Return
59.1%
1yr Return
27.0%
Total Assets
$1B
6M Money Flow
-$61M