ABR 50/50 Volatility Fund (ABRSX) belongs to the Long-Short category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ABRSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ABRSX
ABRSX charges 2.00% annually. There are 43 mutual funds in the Long-Short category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parvin Hedged Equity Solari World Fund | 0.01% | — | Jan 2021 | ABRSX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | — | Jun 2014 | ABRSX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | 12.26M | Jan 2026 | ABRSX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | — | Nov 2009 | ABRSX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | — | Dec 2012 | ABRSX vs BTPIX |
Best Risk-Adjusted Alternatives to ABRSX
ABRSX has a PortfoliosLab risk / return rank of 25. There are 28 mutual funds in the Long-Short category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | 97 | — | Nov 1998 | ABRSX vs BPLEX | |
| Vanguard Market Neutral Fund Investor Shares | 96 | 561.90M | Nov 1998 | ABRSX vs VMNFX | |
| Vanguard Market Neutral Fund Institutional Shares | 96 | — | Oct 1998 | ABRSX vs VMNIX | |
| John Hancock Disciplined Value Global Long/Short F... | 89 | — | Apr 2014 | ABRSX vs JAKVX | |
| Quantitative U.S. Long/Short Equity Portfolio | 89 | — | Sep 2006 | ABRSX vs GTAPX |
Top Performing ABRSX Alternatives (YTD)
ABRSX is at 6.53% YTD. There are 22 mutual funds in the Long-Short category with higher YTD returns, going as high as 18.98%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | 18.98% | — | Nov 1998 | ABRSX vs BPLEX | |
| Guggenheim Alpha Opportunity Fund | 15.73% | — | Jul 2003 | ABRSX vs SAOAX | |
| Vanguard Market Neutral Fund Institutional Shares | 15.32% | — | Oct 1998 | ABRSX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | 15.32% | 561.90M | Nov 1998 | ABRSX vs VMNFX | |
| Longboard Alternative Growth Fund | 13.28% | — | Mar 2015 | ABRSX vs LONGX |
Lowest Volatility Alternatives to ABRSX
ABRSX has 21.57% 1-year volatility. There are 50 mutual funds in the Long-Short category with lower 1-year volatility, going as low as 5.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | 5.34% | — | Dec 2011 | ABRSX vs NLSIX | |
| AB Select US Long/Short Portfolio | 5.54% | — | Dec 2012 | ABRSX vs ASILX | |
| MFS Managed Wealth Fund | 5.92% | — | Jun 2014 | ABRSX vs MNWIX | |
| Wilmington Global Alpha Equities Fund | 6.24% | — | Jan 2012 | ABRSX vs WRAIX | |
| Knights of Columbus Long/Short Equity Fund | 6.33% | — | Dec 2019 | ABRSX vs KCEIX |
Lowest Drawdown Alternatives to ABRSX
ABRSX has a 1-year max drawdown of -19.12%. There are 46 mutual funds in the Long-Short category with shallower 1-year drawdowns, going as shallow as -2.82%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Knights of Columbus Long/Short Equity Fund | -2.82% | — | Dec 2019 | ABRSX vs KCEIX | |
| Quantitative U.S. Long/Short Equity Portfolio | -3.01% | — | Sep 2006 | ABRSX vs GTAPX | |
| AB Select US Long/Short Portfolio | -3.61% | — | Dec 2012 | ABRSX vs ASILX | |
| Gotham Absolute Return Fund | -3.85% | — | Aug 2012 | ABRSX vs GARIX | |
| Persimmon Long/Short Fund | -3.90% | — | Dec 2012 | ABRSX vs LSEIX |
Other Mutual Funds from ABR
The 2 most viewed ABR mutual funds shown here include ABRVX, VOLSX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ABR Dynamic Blend Equity & Volatility Fund | Long-Short | 37 | 6.98% | — | Aug 2015 | ABRSX vs ABRVX | |
| ABR 75/25 Volatility Fund | Long-Short | 38 | 7.76% | — | Aug 2020 | ABRSX vs VOLSX |
Often Compared With ABRSX
Investors most often compare ABRSX with SNOIX, BDMIX, WALSX. These 12 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare ABRSX with Any Fund or Stock
Compare ABRSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ABRSX with funds that move differently
ABR 50/50 Volatility Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ABRSX.
Explore ABRSX Diversifiers