BMPEX Alternatives & Similar Mutual Funds

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 302 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
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	BMPEX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	BMPEX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	BMPEX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	BMPEX vs FLCPX
VITPX	Vanguard Institutional Total Stock Market Index Fu...	0.02%	34.70B	May 2001	BMPEX vs VITPX

Best Risk-Adjusted Alternatives to BMPEX

BMPEX has a PortfoliosLab risk / return rank of 5. There are 384 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	97	—	Mar 2021	BMPEX vs SVPFX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	BMPEX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	92	18.10B	Dec 2004	BMPEX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	BMPEX vs GTLOX
POGSX	Pin Oak Equity	90	—	Aug 1992	BMPEX vs POGSX

Top Performing BMPEX Alternatives (YTD)

BMPEX is at -1.39% YTD. There are 389 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.47%	18.10B	Dec 2004	BMPEX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	24.27%	—	Dec 2018	BMPEX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.85%	—	Nov 2004	BMPEX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.24%	—	Dec 2015	BMPEX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.87%	—	Jan 1995	BMPEX vs IGIAX

Lowest Volatility Alternatives to BMPEX

BMPEX has 16.16% 1-year volatility. There are 367 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	BMPEX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	BMPEX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.23%	—	Jul 2012	BMPEX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.85%	—	Aug 2018	BMPEX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.33%	—	Feb 2012	BMPEX vs SILVX

Lowest Drawdown Alternatives to BMPEX

BMPEX has a 1-year max drawdown of -17.81%. There are 389 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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	BMPEX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	BMPEX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	BMPEX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	BMPEX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	BMPEX vs AMFEX

Often Compared With BMPEX

Investors most often compare BMPEX with ORDNX, DHAMX, ALSMX. These 18 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	59	1.10%	—	Jun 2013	BMPEX vs ORDNX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	87	19.82%	—	Dec 2011	BMPEX vs DHAMX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	67	18.47%	—	Dec 2019	BMPEX vs ALSMX
POSKX	PrimeCap Odyssey Stock Fund	Large Cap Blend Equities	88	19.75%	—	Nov 2004	BMPEX vs POSKX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	61	9.35%	—	Aug 2014	BMPEX vs SSEYX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	90	20.70%	96.10B	Nov 2001	BMPEX vs VPMAX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	Large Cap Blend Equities	64	9.88%	2.30T	Apr 2015	BMPEX vs VSMPX
YFSIX	AMG Yacktman Global Fund	Global Equities	29	24.97%	—	Jan 2017	BMPEX vs YFSIX
FULVX	Fidelity U.S. Low Volatility Equity Fund	Low Volatility	—	—	—	Nov 2019	BMPEX vs FULVX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	S&P 500, Large Cap Blend Equities	63	9.35%	349.70B	Jul 1997	BMPEX vs VIIIX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	61	9.74%	—	Aug 2015	BMPEX vs BKTSX
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	63	9.35%	144.34B	May 1997	BMPEX vs SWPPX
QCELX	AQR Large Cap Multi-Style Fund	Large Cap Blend Equities	90	18.14%	—	Mar 2013	BMPEX vs QCELX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	63	9.34%	—	Sep 2014	BMPEX vs SSSYX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	Low Volatility	61	8.73%	—	May 2015	BMPEX vs FSUVX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	Large Cap Blend Equities	19	11.95%	—	May 2008	BMPEX vs FLCKX
FLVCX	Fidelity Leveraged Company Stock Fund	Large Cap Blend Equities	20	11.93%	—	Dec 2000	BMPEX vs FLVCX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	Large Cap Blend Equities	69	9.35%	—	Jul 2017	BMPEX vs WBREOX

Compare BMPEX with Any Fund or Stock

Compare BMPEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Beck, Mack & Oliver Partners Fund (BMPEX) Alternatives