ABR Dynamic Blend Equity & Volatility Fund (ABRVX) 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 ABRVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ABRVX
ABRVX charges 1.98% annually. There are 39 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 | ABRVX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | — | Jun 2014 | ABRVX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | 12.07M | Jan 2026 | ABRVX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | — | Nov 2009 | ABRVX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | — | Dec 2012 | ABRVX vs BTPIX |
Best Risk-Adjusted Alternatives to ABRVX
ABRVX has a PortfoliosLab risk / return rank of 28. There are 25 mutual funds in the Long-Short category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | 98 | — | Nov 1998 | ABRVX vs BPLEX | |
| Vanguard Market Neutral Fund Institutional Shares | 97 | — | Oct 1998 | ABRVX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | 97 | 601.30M | Nov 1998 | ABRVX vs VMNFX | |
| Knights of Columbus Long/Short Equity Fund | 96 | — | Dec 2019 | ABRVX vs KCEIX | |
| Quantitative U.S. Long/Short Equity Portfolio | 96 | — | Sep 2006 | ABRVX vs GTAPX |
Top Performing ABRVX Alternatives (YTD)
ABRVX is at 4.65% YTD. There are 29 mutual funds in the Long-Short category with higher YTD returns, going as high as 21.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | 21.25% | — | Nov 1998 | ABRVX vs BPLEX | |
| Vanguard Market Neutral Fund Institutional Shares | 16.69% | — | Oct 1998 | ABRVX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | 16.68% | 601.30M | Nov 1998 | ABRVX vs VMNFX | |
| Guggenheim Alpha Opportunity Fund | 15.53% | — | Jul 2003 | ABRVX vs SAOAX | |
| Wasatch Long/Short Alpha Fund | 13.61% | — | Sep 2021 | ABRVX vs WALSX |
Lowest Volatility Alternatives to ABRVX
ABRVX has 10.07% 1-year volatility. There are 26 mutual funds in the Long-Short category with lower 1-year volatility, going as low as 5.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | 5.55% | — | Dec 2011 | ABRVX vs NLSIX | |
| AB Select US Long/Short Portfolio | 5.74% | — | Dec 2012 | ABRVX vs ASILX | |
| MFS Managed Wealth Fund | 6.02% | — | Jun 2014 | ABRVX vs MNWIX | |
| Wilmington Global Alpha Equities Fund | 6.26% | — | Jan 2012 | ABRVX vs WRAIX | |
| Knights of Columbus Long/Short Equity Fund | 6.62% | — | Dec 2019 | ABRVX vs KCEIX |
Lowest Drawdown Alternatives to ABRVX
ABRVX has a 1-year max drawdown of -6.93%. There are 24 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 | ABRVX vs KCEIX | |
| Quantitative U.S. Long/Short Equity Portfolio | -3.01% | — | Sep 2006 | ABRVX vs GTAPX | |
| AB Select US Long/Short Portfolio | -3.61% | — | Dec 2012 | ABRVX vs ASILX | |
| Gotham Absolute Return Fund | -3.85% | — | Aug 2012 | ABRVX vs GARIX | |
| Persimmon Long/Short Fund | -3.90% | — | Dec 2012 | ABRVX vs LSEIX |
Other Mutual Funds from ABR
The 2 most viewed ABR mutual funds shown here include ABRSX, VOLSX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ABR 50/50 Volatility Fund | Long-Short | 24 | 5.04% | — | Oct 2017 | ABRVX vs ABRSX | |
| ABR 75/25 Volatility Fund | Long-Short | 31 | 5.64% | — | Aug 2020 | ABRVX vs VOLSX |
Often Compared With ABRVX
Investors most often compare ABRVX with SPY, QQQ, VTI. These 17 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare ABRVX with Any Fund or Stock
Compare ABRVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ABRVX with funds that move differently
ABR Dynamic Blend Equity & Volatility Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ABRVX.
Explore ABRVX Diversifiers