UBS Global Allocation Fund (BPGLX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BPGLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BPGLX
BPGLX charges 0.95% annually. There are 45 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | BPGLX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | BPGLX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | BPGLX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | BPGLX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | BPGLX vs JNSMX |
Best Risk-Adjusted Alternatives to BPGLX
BPGLX has a PortfoliosLab risk / return rank of 72. There are 23 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | BPGLX vs TIBAX | |
| Hartford Real Asset Fund | 96 | — | May 2010 | BPGLX vs HRLYX | |
| GMO Benchmark-Free Fund | 96 | — | Jun 2011 | BPGLX vs GBFFX | |
| GMO Implementation Fund | 95 | — | Feb 2012 | BPGLX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 95 | — | Jul 2003 | BPGLX vs GBMFX |
Top Performing BPGLX Alternatives (YTD)
BPGLX is at 8.42% YTD. There are 36 mutual funds in the Global Allocation category with higher YTD returns, going as high as 26.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Total Return Fund | 26.75% | — | Oct 2005 | BPGLX vs CGO | |
| Calamos Global Dynamic Income Fund | 24.93% | — | Jun 2007 | BPGLX vs CHW | |
| Allspring Absolute Return Fund | 18.97% | — | Feb 2012 | BPGLX vs WARAX | |
| Calamos Global Opportunities Fund | 18.21% | — | Sep 1996 | BPGLX vs CVLOX | |
| Thornburg Investment Income Builder Fund | 17.67% | — | Dec 2002 | BPGLX vs TIBAX |
Lowest Volatility Alternatives to BPGLX
BPGLX has 10.34% 1-year volatility. There are 60 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 2.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 2.99% | — | Jul 2019 | BPGLX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.28% | — | Dec 2017 | BPGLX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.58% | — | Mar 2011 | BPGLX vs LFMIX | |
| Pioneer Multi-Asset Income Fund | 5.71% | — | Dec 2011 | BPGLX vs PMFYX | |
| Nuveen Real Asset Income Fund | 5.79% | — | Sep 2011 | BPGLX vs NRIIX |
Lowest Drawdown Alternatives to BPGLX
BPGLX has a 1-year max drawdown of -8.99%. There are 68 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | BPGLX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -2.60% | — | Mar 2011 | BPGLX vs LFMIX | |
| Hartford Real Asset Fund | -3.18% | — | May 2010 | BPGLX vs HRLYX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | BPGLX vs PFADX | |
| Wilmington Real Asset Fund | -3.74% | — | Jun 2003 | BPGLX vs WMRIX |
Other Mutual Funds from UBS
The 10 most viewed UBS mutual funds shown here include EMPTX, QGRPX, UTBPX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| UBS Emerging Markets Equity Opportunity Fund | Emerging Markets Diversified | 94 | 30.32% | — | May 2018 | BPGLX vs EMPTX | |
| UBS US Quality Growth At Reasonable Price Fund | Large Cap Growth Equities | 15 | 2.72% | — | Jul 2020 | BPGLX vs QGRPX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 37 | 1.01% | — | Dec 1972 | BPGLX vs UTBPX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 64 | 11.01% | — | Jul 2020 | BPGLX vs DVRUX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 68 | 7.59% | — | May 1993 | BPGLX vs PWTYX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 74 | 1.20% | — | Aug 1995 | BPGLX vs PCMNX | |
| PACE Alternative Strategies Investments | Multistrategy | 50 | 3.84% | — | Apr 2006 | BPGLX vs PASIX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | Intermediate Core Bond | 56 | 2.82% | — | Aug 1995 | BPGLX vs PCGTX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | — | — | — | May 2018 | BPGLX vs USIAX | |
| UBS International Sustainable Equity Fund | Foreign Large Cap Equities | 35 | 5.77% | — | Aug 1993 | BPGLX vs BNUEX |
Often Compared With BPGLX
Investors most often compare BPGLX with PCSGX, PCEMX, PCSIX. These 18 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare BPGLX with Any Fund or Stock
Compare BPGLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BPGLX with funds that move differently
UBS Global Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BPGLX.
Explore BPGLX Diversifiers