Beck, Mack & Oliver Partners Fund (BMPEX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BMPEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BMPEX
BMPEX charges 1.00% annually. There are 312 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | BMPEX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | BMPEX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | BMPEX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | BMPEX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | BMPEX vs VIIIX |
Best Risk-Adjusted Alternatives to BMPEX
BMPEX has a PortfoliosLab risk / return rank of 4. There are 388 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | BMPEX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | BMPEX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | BMPEX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | BMPEX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | BMPEX vs GTLOX |
Top Performing BMPEX Alternatives (YTD)
BMPEX is at -2.75% YTD. There are 396 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | BMPEX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | BMPEX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | BMPEX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | BMPEX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | BMPEX vs RESGX |
Lowest Volatility Alternatives to BMPEX
BMPEX has 16.11% 1-year volatility. There are 374 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | BMPEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | BMPEX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | BMPEX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | BMPEX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | BMPEX vs JEPIX |
Lowest Drawdown Alternatives to BMPEX
BMPEX has a 1-year max drawdown of -17.81%. There are 396 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | BMPEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | BMPEX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | BMPEX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | BMPEX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | BMPEX vs QUERX |
Often Compared With BMPEX
Investors most often compare BMPEX with DHAMX, POSKX, ALSMX. These 17 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare BMPEX with Any Fund or Stock
Compare BMPEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BMPEX with funds that move differently
Beck, Mack & Oliver Partners Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BMPEX.
Explore BMPEX Diversifiers