Boston Partners Global Equity Fund (BPGIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BPGIX
BPGIX charges 0.95% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among BPGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | BPGIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | BPGIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | BPGIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | BPGIX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | BPGIX vs VMNVX |
Best Risk-Adjusted Alternatives to BPGIX
Among mutual funds in the Global Equities 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 | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | BPGIX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | BPGIX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | BPGIX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | BPGIX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | BPGIX vs GLIFX |
Top Performing BPGIX Alternatives (YTD)
BPGIX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | BPGIX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | BPGIX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | BPGIX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | BPGIX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | BPGIX vs GQRIX |
Lowest Volatility Alternatives to BPGIX
BPGIX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | BPGIX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | BPGIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | BPGIX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | BPGIX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | BPGIX vs GLIFX |
Lowest Drawdown Alternatives to BPGIX
BPGIX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | BPGIX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | BPGIX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | BPGIX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | BPGIX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | BPGIX vs FGIAX |
Other Mutual Funds from Boston Partners
Most popular Boston Partners mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | Long-Short | 93 | 0.57% | Nov 16, 1998 | BPGIX vs BPLEX | |
| Boston Partners Long/Short Research Fund | Long-Short | 62 | -2.07% | Sep 29, 2010 | BPGIX vs BPIRX | |
| WPG Partners Small/Micro Cap Value Fund | Small Cap Value Equities | 41 | 1.86% | Mar 30, 1972 | BPGIX vs WPGTX | |
| Boston Partners All Cap Value Fund | Large Cap Value Equities | 23 | -4.93% | Jul 1, 2002 | BPGIX vs BPAVX | |
| Boston Partners Small Cap Value Fund II | Small Cap Value Equities | 25 | -1.66% | Jul 1, 1998 | BPGIX vs BPSCX | |
| Boston Partners Small Cap Value Fund Class I | Small Cap Value Equities | 25 | -1.61% | Jul 25, 2000 | BPGIX vs BPSIX |
Often Compared With BPGIX
What investors most often compare with BPGIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| WisdomTree Efficient Gold Plus Equity Strategy Fun... | Gold | 89 | 2.08% | Mar 15, 2022 | BPGIX vs GDE | |
| Boston Partners Long/Short Equity Fund Institution... | Long-Short | 93 | 0.62% | Dec 27, 2000 | BPGIX vs BPLSX | |
| Boston Partners Global Sustainability Fund | Global Equities | 89 | 2.43% | Dec 28, 2021 | BPGIX vs BPGSX |
Compare BPGIX with Any Fund or Stock
Compare BPGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.