Brookfield Global Listed Fund Quote
| BLRYX Fund | USD 11.51 0.11 0.96% |
PerformanceVery Weak
| Odds Of DistressLow
|
Brookfield Global is trading at 11.51 as of the 26th of February 2025; that is 0.96% up since the beginning of the trading day. The fund's open price was 11.4. Brookfield Global has about a 21 % 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. The performance scores are derived for the period starting the 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in REITs and other securities in the real estate industry. Under normal market conditions, the manager will attempt to achieve its investment objective by investing, as a principal strategy, at least 80 percent of its net assets in publicly traded equity securities of real estate companies listed on a domestic or foreign exchange, throughout the world, including the United States .. More on Brookfield Global Listed
Moving together with Brookfield Mutual Fund
Brookfield Mutual Fund Highlights
| Fund Concentration | Brookfield Investment Funds, Large Funds, Global Real Estate Funds, Global Real Estate, Brookfield Investment Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Brookfield Global Listed [BLRYX] is traded in USA and was established 26th of February 2025. Brookfield Global is listed under Brookfield Investment Funds category by Fama And French industry classification. The fund is listed under Global Real Estate category and is part of Brookfield Investment Funds family. This fund currently has accumulated 1.91 B in assets under management (AUM) with minimum initial investment of 1 K. Brookfield Global Listed is currently producing year-to-date (YTD) return of 2.69% with the current yeild of 0.03%, while the total return for the last 3 years was -2.64%.
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
| CCI | Crown Castle | Stock | Real Estate | |
| PK | Park Hotels Resorts | Stock | Real Estate | |
| MITEF | Mitsubishi Estate Co | Pink Sheet | Real Estate—Diversified | |
| COLD | Americold Realty Trust | Stock | Real Estate | |
| HST | Host Hotels Resorts | Stock | Real Estate | |
| WELL | Welltower | Stock | Real Estate | |
| VTR | Ventas Inc | Stock | Real Estate | |
| SPG | Simon Property Group | Stock | Real Estate |
Brookfield Global Listed Risk Profiles
| Mean Deviation | 0.6706 | |||
| Standard Deviation | 0.8945 | |||
| Variance | 0.8001 | |||
| Risk Adjusted Performance | (0.01) |
Brookfield Global Against Markets
Other Information on Investing in Brookfield Mutual Fund
Brookfield Global financial ratios help investors to determine whether Brookfield Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Brookfield with respect to the benefits of owning Brookfield Global security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |