Brookfield Investment Funds Fund Family Report
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  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-17.1312.830.67-10.5612.36
    Category Average-24.3617.442.80-11.8312.84
    Assets for Each Yr*3.804.524.903.993.67
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 12.36 0.75 -2.38

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,670 mil $1,000 23.20 76.80
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- -- -- --
    Municipal Bond -- 0.33 -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Brookfield Global Li Jason S. Baine 7.80
    Center Coast Brookfi Robert T. Chisholm 7.00
    Brookfield US Listed Jason S. Baine 5.80
    Brookfield Real Asse Jason S. Baine 4.20
    Brookfield Global Li Leonardo Anguiano 1.80

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Center Coast Brookfi Robert T. Chisholm 1.00
    Brookfield Global Li Leonardo Anguiano 1.80
    Brookfield Real Asse Jason S. Baine 4.20
    Brookfield US Listed Jason S. Baine 5.80
    Center Coast Brookfi Robert T. Chisholm 7.00