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 46 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 63. There are 27 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 | |
| GMO Benchmark-Free Fund | 95 | — | Jun 2011 | BPGLX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 94 | — | Jul 2003 | BPGLX vs GBMFX | |
| GMO Implementation Fund | 94 | — | Feb 2012 | BPGLX vs GIMFX | |
| Principal Diversified Select Real Asset Fund | 93 | — | Jul 2019 | BPGLX vs PDSYX |
Top Performing BPGLX Alternatives (YTD)
BPGLX is at 6.52% YTD. There are 38 mutual funds in the Global Allocation category with higher YTD returns, going as high as 21.80%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Total Return Fund | 21.80% | — | Oct 2005 | BPGLX vs CGO | |
| Calamos Global Dynamic Income Fund | 21.62% | — | Jun 2007 | BPGLX vs CHW | |
| Thornburg Investment Income Builder Fund | 16.67% | — | Dec 2002 | BPGLX vs TIBAX | |
| Calamos Global Opportunities Fund | 15.00% | — | Sep 1996 | BPGLX vs CVLOX | |
| Leuthold Global Fund | 13.45% | — | Apr 2008 | BPGLX vs GLBIX |
Lowest Volatility Alternatives to BPGLX
BPGLX has 11.00% 1-year volatility. There are 60 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.02% | — | Jul 2019 | BPGLX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.44% | — | Dec 2017 | BPGLX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.68% | — | Mar 2011 | BPGLX vs LFMIX | |
| Pioneer Multi-Asset Income Fund | 5.91% | — | Dec 2011 | BPGLX vs PMFYX | |
| Nuveen Real Asset Income Fund | 5.91% | — | Sep 2011 | BPGLX vs NRIIX |
Lowest Drawdown Alternatives to BPGLX
BPGLX has a 1-year max drawdown of -8.99%. There are 67 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 | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | BPGLX vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | BPGLX vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | BPGLX vs MSTGX |
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 | 89 | 25.86% | — | May 2018 | BPGLX vs EMPTX | |
| UBS US Quality Growth At Reasonable Price Fund | Large Cap Growth Equities | 8 | -1.98% | — | Jul 2020 | BPGLX vs QGRPX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 37 | 1.38% | — | Dec 1972 | BPGLX vs UTBPX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 46 | 8.61% | — | Jul 2020 | BPGLX vs DVRUX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 75 | 1.12% | — | Aug 1995 | BPGLX vs PCMNX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 54 | 5.83% | — | May 1993 | BPGLX vs PWTYX | |
| PACE Alternative Strategies Investments | Multistrategy | 49 | 3.45% | — | Apr 2006 | BPGLX vs PASIX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | Intermediate Core Bond | 55 | 3.21% | — | Aug 1995 | BPGLX vs PCGTX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | — | — | — | May 2018 | BPGLX vs USIAX | |
| PACE Small/Medium Co Value Equity Investments | Small Cap Value Equities | 59 | 16.12% | — | Aug 1995 | BPGLX vs PCSVX |
Often Compared With BPGLX
Investors most often compare BPGLX with PCSGX, BNUEX, PCSIX. These 20 comparison targets span 11 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