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 306 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | BMPEX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | BMPEX vs VFFSX | |
| 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 Total Stock Market Index Fund Institution... | 0.02% | 2.20T | Apr 2015 | BMPEX vs VSMPX |
Best Risk-Adjusted Alternatives to BMPEX
BMPEX has a PortfoliosLab risk / return rank of 4. There are 382 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 15.30B | Dec 2004 | BMPEX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 82.00B | Nov 2001 | BMPEX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 91 | — | Nov 2004 | BMPEX vs POSKX | |
| AQR Large Cap Multi-Style Fund | 91 | — | Mar 2013 | BMPEX vs QCELX | |
| Centre American Select Equity Fund | 90 | — | Dec 2011 | BMPEX vs DHAMX |
Top Performing BMPEX Alternatives (YTD)
BMPEX is at -6.18% YTD. There are 394 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.30% | 15.30B | Dec 2004 | BMPEX vs VPCCX | |
| AMG Yacktman Global Fund | 28.24% | — | Jan 2017 | BMPEX vs YFSIX | |
| Integrity ESG Growth & Income Fund | 25.25% | — | Jan 1995 | BMPEX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.01% | 82.00B | Nov 2001 | BMPEX vs VPMAX | |
| Archer Multi Cap Fund | 24.45% | — | Dec 2019 | BMPEX vs ALSMX |
Lowest Volatility Alternatives to BMPEX
BMPEX has 15.71% 1-year volatility. There are 374 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.26% | — | Mar 2021 | BMPEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.26% | — | Jun 2013 | BMPEX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 7.92% | — | Jul 2012 | BMPEX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 7.93% | — | Jul 2012 | BMPEX vs AUEIX | |
| Fidelity U.S. Low Volatility Equity Fund | 8.38% | — | Nov 2019 | BMPEX vs FULVX |
Lowest Drawdown Alternatives to BMPEX
BMPEX has a 1-year max drawdown of -17.81%. There are 392 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | 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 SSEYX, POGSX, BKTSX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 73 | 11.55% | — | Aug 2014 | BMPEX vs SSEYX | |
| Pin Oak Equity | Large Cap Blend Equities | 84 | 15.77% | — | Aug 1992 | BMPEX vs POGSX | |
| iShares Total U.S. Stock Market Index Fund Class K | Large Cap Blend Equities | 71 | 11.47% | — | Aug 2015 | BMPEX vs BKTSX | |
| Vanguard Institutional Index Fund Institutional Pl... | Large Cap Blend Equities | 75 | 11.55% | 342.00B | Jul 1997 | BMPEX vs VIIIX | |
| AAMA Equity Fund | Large Cap Blend Equities | 89 | 12.35% | — | Jun 2017 | BMPEX vs AMFEX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | Large Cap Blend Equities | 88 | 24.31% | — | Dec 2015 | BMPEX vs RESGX | |
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 74 | 11.52% | 145.00B | May 1997 | BMPEX vs SWPPX |
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