Boston Partners Global Equity Fund (BPGIX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BPGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BPGIX
BPGIX charges 0.95% annually. There are 113 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | BPGIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | BPGIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | BPGIX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | BPGIX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | BPGIX vs UCEQX |
Best Risk-Adjusted Alternatives to BPGIX
BPGIX has a PortfoliosLab risk / return rank of 35. There are 131 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | BPGIX vs LVAGX | |
| Polaris Global Value Fund | 92 | — | May 1998 | BPGIX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 91 | — | Dec 2005 | BPGIX vs EPSYX | |
| PGIM Jennison Global Equity Income Fund | 89 | — | Dec 1997 | BPGIX vs AGOCX | |
| John Hancock Global Shareholder Yield Fund | 89 | — | Feb 2007 | BPGIX vs JGYIX |
Top Performing BPGIX Alternatives (YTD)
BPGIX is at 5.95% YTD. There are 166 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.04% | — | Nov 2016 | BPGIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 27.07% | — | Jan 1987 | BPGIX vs OBEGX | |
| Ariel Global Fund | 23.87% | — | Dec 2011 | BPGIX vs AGLOX | |
| LSV Global Value Fund | 22.05% | — | Jun 2014 | BPGIX vs LVAGX | |
| Fidelity Advisor Worldwide Fund Class Z | 20.15% | — | Oct 2018 | BPGIX vs FIQOX |
Lowest Volatility Alternatives to BPGIX
BPGIX has 12.81% 1-year volatility. There are 70 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.01%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.01% | 2.00B | Dec 2013 | BPGIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | BPGIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.14% | — | Jul 2006 | BPGIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.55% | — | Sep 1990 | BPGIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.66% | — | Jan 2016 | BPGIX vs SGMAX |
Lowest Drawdown Alternatives to BPGIX
BPGIX has a 1-year max drawdown of -9.64%. There are 66 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | BPGIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | BPGIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | BPGIX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | BPGIX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | BPGIX vs CSUAX |
Other Mutual Funds from Boston Partners
The 6 most viewed Boston Partners mutual funds shown here include BPLEX, BPIRX, WPGTX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | Long-Short | 95 | 14.80% | — | Nov 1998 | BPGIX vs BPLEX | |
| Boston Partners Long/Short Research Fund | Long-Short | 46 | 5.27% | — | Sep 2010 | BPGIX vs BPIRX | |
| WPG Partners Small/Micro Cap Value Fund | Small Cap Value Equities | 70 | 20.45% | — | Mar 1972 | BPGIX vs WPGTX | |
| Boston Partners All Cap Value Fund | Large Cap Value Equities | 53 | 10.98% | — | Jul 2002 | BPGIX vs BPAVX | |
| Boston Partners Small Cap Value Fund II | Small Cap Value Equities | 38 | 14.41% | — | Jul 1998 | BPGIX vs BPSCX | |
| Boston Partners Small Cap Value Fund Class I | Small Cap Value Equities | 39 | 14.53% | — | Jul 2000 | BPGIX vs BPSIX |
Often Compared With BPGIX
Investors most often compare BPGIX with BPLSX, GDE, BPGSX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare BPGIX with Any Fund or Stock
Compare BPGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BPGIX with funds that move differently
Boston Partners Global Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BPGIX.
Explore BPGIX Diversifiers