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GLIXLazard Listed Infrastructure ETF

Grow my moneyNewRanked #2,690 of 3,055 in this goal

Seeks total return.

By Lazard · Launched 2025

Annual Cost

0.96%

#5,141 of 6,040 · expensive

Fund Size

$47M

#3,815 of 6,040 · mid-size

Return (1Y)

N/A

Track Record

11 months

#4,729 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,722+7.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Holdings

By weight

Concentration

Top 10 holdings = 53.5% of fundmoderately concentrated

National Grid PLC
8.1%
Canadian National Railway Co
7.7%
Vinci SA
6.0%
Pinnacle West Capital Corp
4.8%
CSX Corp
4.8%
OGE Energy Corp
4.6%
Portland General Electric Co
4.6%
Transurban Group
4.3%
Consolidated Edison Inc
4.3%
Exelon Corp
4.2%

Asset allocation

Stocks
96.5%
Cash
3.5%

By sector

Utilities
52.5%
Industrials
33.9%
Real Estate
13.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-7.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks total return.
Strategy
Invests primarily in equity securities of infrastructure companies, focusing on those with a minimum market capitalization of at least $2 billion. Concentrates investments in sectors related to energy, water, and communications, including both U.S. and emerging market companies.
Inception date
October 3, 2025
Fund family
Lazard

Next steps

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Data updated on 2026-09-18