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 42 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% | 11.94M | 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 40. There are 24 mutual funds in the Long-Short category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Global Long/Short Equity Fund Class I | 96 | — | Dec 2012 | ABRVX vs BDMIX | |
| Boston Partners Long/Short Equity Fund | 94 | — | Nov 1998 | ABRVX vs BPLEX | |
| Persimmon Long/Short Fund | 88 | — | Dec 2012 | ABRVX vs LSEIX | |
| Vanguard Market Neutral Fund Institutional Shares | 88 | — | Oct 1998 | ABRVX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | 88 | 561.90M | Nov 1998 | ABRVX vs VMNFX |
Top Performing ABRVX Alternatives (YTD)
ABRVX is at 5.90% YTD. There are 21 mutual funds in the Long-Short category with higher YTD returns, going as high as 14.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ACM Dynamic Opportunity Fund | 14.62% | — | Jan 2015 | ABRVX vs ADOIX | |
| Vanguard Market Neutral Fund Investor Shares | 14.39% | 561.90M | Nov 1998 | ABRVX vs VMNFX | |
| Vanguard Market Neutral Fund Institutional Shares | 14.39% | — | Oct 1998 | ABRVX vs VMNIX | |
| CRM Long/Short Opportunities Fund | 13.95% | — | Aug 2016 | ABRVX vs CRIHX | |
| Boston Partners Long/Short Equity Fund | 13.85% | — | Nov 1998 | ABRVX vs BPLEX |
Lowest Volatility Alternatives to ABRVX
ABRVX has 9.87% 1-year volatility. There are 27 mutual funds in the Long-Short category with lower 1-year volatility, going as low as 5.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | 5.29% | — | Dec 2011 | ABRVX vs NLSIX | |
| AB Select US Long/Short Portfolio | 5.56% | — | Dec 2012 | ABRVX vs ASILX | |
| MFS Managed Wealth Fund | 5.86% | — | Jun 2014 | ABRVX vs MNWIX | |
| Knights of Columbus Long/Short Equity Fund | 6.07% | — | Dec 2019 | ABRVX vs KCEIX | |
| Wilmington Global Alpha Equities Fund | 6.17% | — | Jan 2012 | ABRVX vs WRAIX |
Lowest Drawdown Alternatives to ABRVX
ABRVX has a 1-year max drawdown of -6.93%. There are 25 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 | |
| BlackRock Global Long/Short Equity Fund Class I | -3.24% | — | Dec 2012 | ABRVX vs BDMIX | |
| AB Select US Long/Short Portfolio | -3.61% | — | Dec 2012 | ABRVX vs ASILX | |
| Gotham Absolute Return Fund | -3.85% | — | Aug 2012 | ABRVX vs GARIX |
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 | 27 | 4.01% | — | Oct 2017 | ABRVX vs ABRSX | |
| ABR 75/25 Volatility Fund | Long-Short | 42 | 5.73% | — | Aug 2020 | ABRVX vs VOLSX |
Often Compared With ABRVX
Investors most often compare ABRVX with SPY, QQQ, VTI. These 14 comparison targets span 7 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