Invenomic Fund (BIVRX) Alternatives
Invenomic Fund (BIVRX) 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 BIVRX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to BIVRX
BIVRX charges 2.48% annually. Among mutual funds in the Long-Short category, these options have the lowest expense ratios among BIVRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Parvin Hedged Equity Solari World Fund | 0.01% | Jan 27, 2021 | BIVRX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | Jun 26, 2014 | BIVRX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | Jan 20, 2026 | BIVRX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | Nov 1, 2009 | BIVRX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | Dec 30, 2012 | BIVRX vs BTPIX |
Best Risk-Adjusted Alternatives to BIVRX
Among mutual funds in the Long-Short category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| BlackRock Global Long/Short Equity Fund Class I | 96 | Dec 20, 2012 | BIVRX vs BDMIX | |
| AQR Long-Short Equity Fund | 94 | Jul 15, 2013 | BIVRX vs QLEIX | |
| AQR Long-Short Equity N | 94 | Jul 16, 2013 | BIVRX vs QLENX | |
| Boston Partners Long/Short Equity Fund | 94 | Nov 16, 1998 | BIVRX vs BPLEX | |
| Vanguard Market Neutral Fund Investor Shares | 91 | Nov 11, 1998 | BIVRX vs VMNFX |
Top Performing BIVRX Alternatives (YTD)
BIVRX alternatives from the Long-Short category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Guggenheim Alpha Opportunity Fund | 10.98% | Jul 6, 2003 | BIVRX vs SAOAX | |
| PIMCO RAE Worldwide Long/Short PLUS Fund | 9.37% | Dec 3, 2014 | BIVRX vs PWLIX | |
| Parvin Hedged Equity Solari World Fund | 6.81% | Jan 27, 2021 | BIVRX vs PHSWX | |
| Easterly Snow Capital Long/Short Opportunity Fund | 6.23% | Apr 27, 2006 | BIVRX vs SNOIX | |
| John Hancock Disciplined Value Global Long/Short F... | 5.90% | Apr 11, 2014 | BIVRX vs JAKVX |
Lowest Volatility Alternatives to BIVRX
BIVRX alternatives from the Long-Short category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Managed Wealth Fund | 5.84% | Jun 26, 2014 | BIVRX vs MNWIX | |
| Federated Hermes MDT Market Neutral A | 6.38% | Sep 30, 2008 | BIVRX vs QAMNX | |
| Neuberger Berman Long Short Fund | 6.46% | Dec 28, 2011 | BIVRX vs NLSIX | |
| Knights of Columbus Long/Short Equity Fund | 6.51% | Dec 1, 2019 | BIVRX vs KCEIX | |
| AB Select US Long/Short Portfolio | 6.63% | Dec 11, 2012 | BIVRX vs ASILX |
Lowest Drawdown Alternatives to BIVRX
BIVRX alternatives from the Long-Short category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Knights of Columbus Long/Short Equity Fund | -3.50% | Dec 1, 2019 | BIVRX vs KCEIX | |
| BlackRock Global Long/Short Equity Fund Class I | -3.60% | Dec 20, 2012 | BIVRX vs BDMIX | |
| AB Select US Long/Short Portfolio | -3.62% | Dec 11, 2012 | BIVRX vs ASILX | |
| Quantitative U.S. Long/Short Equity Portfolio | -4.15% | Sep 28, 2006 | BIVRX vs GTAPX | |
| Federated Hermes MDT Market Neutral A | -4.16% | Sep 30, 2008 | BIVRX vs QAMNX |
Other Mutual Funds from Invenomic
Most popular Invenomic mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invenomic Fund Institutional Class | Long-Short | 7 | 3.73% | Jun 19, 2017 | BIVRX vs BIVIX |
Often Compared With BIVRX
What investors most often compare with BIVRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Advisor Small Cap Fund Class C | Small Cap Blend Equities | 64 | 3.77% | Sep 9, 1998 | BIVRX vs FSCEX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 83 | -3.22% | Jun 30, 1986 | BIVRX vs PRWCX | |
| USAA Nasdaq 100 Index Fund | Large Cap Growth Equities | 64 | -5.93% | Oct 27, 2000 | BIVRX vs USNQX | |
| Direxion Daily 20-Year Treasury Bull 3X | Leveraged Bonds, Leveraged | 4 | -3.05% | Apr 16, 2009 | BIVRX vs TMF | |
| Bitcoin | 43 | -21.63% | — | BIVRX vs BTC-USD | ||
| State Street SPDR S&P 500 ETF | S&P 500 | 59 | -3.65% | Jan 22, 1993 | BIVRX vs SPY | |
| ProShares UltraPro S&P 500 | Leveraged Equities, S&P 500 | 40 | -14.14% | Jun 23, 2009 | BIVRX vs UPRO | |
| Invesco QQQ ETF | Large Cap Growth Equities | 65 | -4.76% | Mar 10, 1999 | BIVRX vs QQQ | |
| Vanguard Market Neutral Fund Institutional Shares | Long-Short | 91 | 5.62% | Oct 19, 1998 | BIVRX vs VMNIX |
Compare BIVRX with Any Fund or Stock
Compare BIVRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.