Brookfield Global Listed Fund Quote
| BGLCX Fund | USD 11.66 0.12 1.02% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Brookfield Global is trading at 11.66 as of the 16th of April 2024; that is -1.02% down since the beginning of the trading day. The fund's open price was 11.78. Brookfield Global has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Brookfield Global Listed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 16th of February 2024 and ending today, the 16th of April 2024. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in publicly traded equity securities of infrastructure companies listed on a domestic or foreign exchange, throughout the world, including the United States. It normally will maintain exposure to securities of infrastructure companies in the United States and in at least three countries outside the United States.. More on Brookfield Global Listed
Moving together with Brookfield Mutual Fund
| 0.97 | RASYX | Brookfield Real Assets | PairCorr |
| 0.87 | BGLAX | Brookfield Global Listed | PairCorr |
| 0.77 | GLIFX | Lazard Global Listed | PairCorr |
| 0.77 | GLFOX | Lazard Global Listed | PairCorr |
Brookfield Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Brookfield Global's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Brookfield Global or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Brookfield Investment Funds, Large Blend Funds, Infrastructure Funds, Infrastructure, Brookfield Investment Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Brookfield Global Listed [BGLCX] is traded in USA and was established 16th of April 2024. Brookfield Global is listed under Brookfield Investment Funds category by Fama And French industry classification. The fund is listed under Infrastructure category and is part of Brookfield Investment Funds family. This fund currently has accumulated 249.62 M in assets under management (AUM) with no minimum investment requirementsBrookfield Global Listed is currently producing year-to-date (YTD) return of 0.08% with the current yeild of 0.01%, while the total return for the last 3 years was 1.63%.
Check Brookfield Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Brookfield Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Brookfield Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Brookfield Global Listed Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Brookfield Global Listed Mutual Fund Constituents
| LNG | Cheniere Energy | Stock | Energy |
| ETR | Entergy | Stock | Utilities |
| XEL | Xcel Energy | Stock | Utilities |
| WMB | Williams Companies | Stock | Energy |
| SRE | Sempra Energy | Stock | Utilities |
| SBAC | SBA Communications Corp | Stock | Real Estate |
| PCG | PGE Corp | Stock | Utilities |
Brookfield Global Target Price Odds Analysis
Based on a normal probability distribution, the odds of Brookfield Global jumping above the current price in 90 days from now is about 88.92%. The Brookfield Global Listed probability density function shows the probability of Brookfield Global mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Brookfield Global has a beta of 0.8385 suggesting as returns on the market go up, Brookfield Global average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Brookfield Global Listed will be expected to be much smaller as well. Additionally, brookfield Global Listed has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Brookfield Global to move above the current price in 90 days from now is about 88.92 (This Brookfield Global Listed probability density function shows the probability of Brookfield Mutual Fund to fall within a particular range of prices over 90 days) .
Brookfield Global Listed Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Brookfield Global market risk premium is the additional return an investor will receive from holding Brookfield Global long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Brookfield Global. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Brookfield Global's alpha and beta are two of the key measurements used to evaluate Brookfield Global's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5746 | |||
| Standard Deviation | 0.7657 | |||
| Variance | 0.5863 | |||
| Risk Adjusted Performance | (0.06) |
Brookfield Global Against Markets
Picking the right benchmark for Brookfield Global mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Brookfield Global mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Brookfield Global is critical whether you are bullish or bearish towards Brookfield Global Listed at a given time. Please also check how Brookfield Global's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Brookfield Global without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Equity Valuation Now
Equity ValuationCheck real value of public entities based on technical and fundamental data |
| All Next | Launch Module |
How to buy Brookfield Mutual Fund?
Before investing in Brookfield Global, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Brookfield Global. To buy Brookfield Global fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Brookfield Global. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Brookfield Global fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Brookfield Global Listed fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Brookfield Global Listed fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Brookfield Global Listed, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Brookfield Global Listed?
The danger of trading Brookfield Global Listed is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Brookfield Global is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Brookfield Global. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Brookfield Global Listed is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Brookfield Global Listed. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Brookfield Global Listed information on this page should be used as a complementary analysis to other Brookfield Global's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.