Which funds may gain from Trump’s trillion-dollar infrastructure hopes?
February 13, 2017 4:12 PM
President Trump made infrastructure spending a major part of his campaign, meeting a well-documented need.
The American Society of Civil Engineers recently estimated that infrastructure nationwide needs $144 billion per year in repairs and upgrades over the next decade.
The president has yet to formally present a detailed spending plan, but funds that focus on infrastructure businesses have posted strong returns. Expense ratios ran the gamut, however. Some were relatively cheap, while others were quite costly.
Scroll through to see the top 16 funds in this space. All data from Morningstar.
The American Society of Civil Engineers recently estimated that infrastructure nationwide needs $144 billion per year in repairs and upgrades over the next decade.
The president has yet to formally present a detailed spending plan, but funds that focus on infrastructure businesses have posted strong returns. Expense ratios ran the gamut, however. Some were relatively cheap, while others were quite costly.
Scroll through to see the top 16 funds in this space. All data from Morningstar.
16. Frontier MFG Core Infrastructure Instl (FMGIX)
1-Yr. Return: 8.04%
3-Yr. Annualized Return: 7.01%
Expense Ratio: 0.71%
Total Assets (millions): $159
3-Yr. Annualized Return: 7.01%
Expense Ratio: 0.71%
Total Assets (millions): $159
15. JHancock Enduring Assets NAV (US47803P4191)
1-Yr. Return: 12.07%
3-Yr. Annualized Return: 3.10%
Expense Ratio: 1.07%
Total Assets (millions): $112
3-Yr. Annualized Return: 3.10%
Expense Ratio: 1.07%
Total Assets (millions): $112
14. Cohen & Steers Global Infrastructure I (CSUIX)
1-Yr. Return: 13.76%
3-Yr. Annualized Return: 3.75%
Expense Ratio: 0.97%
Total Assets (millions): $213
3-Yr. Annualized Return: 3.75%
Expense Ratio: 0.97%
Total Assets (millions): $213
14. FlexShares STOXX Global Broad Infras ETF (NFRA)
1-Yr. Return: 15.03%
3-Yr. Annualized Return: 3.68%
Expense Ratio: 0.47%
Total Assets (millions): $759
3-Yr. Annualized Return: 3.68%
Expense Ratio: 0.47%
Total Assets (millions): $759
12. Deutsche Global Infrastructure Instl (TOLIX)
1-Yr. Return: 15.20%
3-Yr. Annualized Return: 3.26%
Expense Ratio: 1.09%
Total Assets (millions): $2,527
3-Yr. Annualized Return: 3.26%
Expense Ratio: 1.09%
Total Assets (millions): $2,527
11. Nuveen Global Infrastructure I (FGIYX)
1-Yr. Return: 15.54%
3-Yr. Annualized Return: 4.85%
Expense Ratio: 0.97%
Total Assets (millions): $504
3-Yr. Annualized Return: 4.85%
Expense Ratio: 0.97%
Total Assets (millions): $504
10. Virtus Global Infrastructure A (PGUAX)
1-Yr. Return: 15.74%
3-Yr. Annualized Return: 3.09%
Expense Ratio: 1.32%
Total Assets (millions): $109
3-Yr. Annualized Return: 3.09%
Expense Ratio: 1.32%
Total Assets (millions): $109
9. Russell Global Infrastructure Y (RGIYX)
1-Yr. Return: 16.35%
3-Yr. Annualized Return: 4.03%
Expense Ratio: 1.02%
Total Assets (millions): $1,045
3-Yr. Annualized Return: 4.03%
Expense Ratio: 1.02%
Total Assets (millions): $1,045
8. Lazard Global Listed Infrastructure Inst (GLIFX)
1-Yr. Return: 16.57%
3-Yr. Annualized Return: 12.11%
Expense Ratio: 0.96%
Total Assets (millions): $3,636
3-Yr. Annualized Return: 12.11%
Expense Ratio: 0.96%
Total Assets (millions): $3,636
7. iShares Global Infrastructure (IGF)
1-Yr. Return: 18.20%
3-Yr. Annualized Return: 3.27%
Expense Ratio: 0.47%
Total Assets (millions): $1,393
3-Yr. Annualized Return: 3.27%
Expense Ratio: 0.47%
Total Assets (millions): $1,393
6. SPDR S&P Global Infrastructure ETF (GII)
1-Yr. Return: 18.33%
3-Yr. Annualized Return: 3.41%
Expense Ratio: 0.40%
Total Assets (millions): $106
3-Yr. Annualized Return: 3.41%
Expense Ratio: 0.40%
Total Assets (millions): $106
5. Northern Multi-Mgr Glbl Listed Infra (NMFIX)
1-Yr. Return: 19.50%
3-Yr. Annualized Return: 2.62%
Expense Ratio: 1%
Total Assets (millions): $1,200
3-Yr. Annualized Return: 2.62%
Expense Ratio: 1%
Total Assets (millions): $1,200
4. Morgan Stanley Inst Glbl Infras I (MTIIX)
1-Yr. Return: 21.74%
3-Yr. Annualized Return: 4.70%
Expense Ratio: 0.87%
Total Assets (millions): $352
3-Yr. Annualized Return: 4.70%
Expense Ratio: 0.87%
Total Assets (millions): $352
3. Columbia Global Infrastructure I (RRIIX)
1-Yr. Return: 21.91%
3-Yr. Annualized Return: 1.77%
Expense Ratio: 0.81%
Total Assets (millions): $214
3-Yr. Annualized Return: 1.77%
Expense Ratio: 0.81%
Total Assets (millions): $214
2. Alpine Global Infrastructure Instl (AIFRX)
1-Yr. Return: 24.71%
3-Yr. Annualized Return: 1.54%
Expense Ratio: 1.20%
Total Assets (millions): $154
3-Yr. Annualized Return: 1.54%
Expense Ratio: 1.20%
Total Assets (millions): $154
1. Brookfield Global Listed InfrastructureI (BGLIX)
1-Yr. Return: 28.21%
3-Yr. Annualized Return: -0.63%
Expense Ratio: 1.10%
Total Assets (millions): $272
3-Yr. Annualized Return: -0.63%
Expense Ratio: 1.10%
Total Assets (millions): $272
