UBS Global Allocation Fund (BPGLX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BPGLX
BPGLX charges 0.95% annually. Among mutual funds in the Global Allocation category, these options have the lowest expense ratios among BPGLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | Feb 29, 2012 | BPGLX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | Jan 1, 1998 | BPGLX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | Apr 30, 2013 | BPGLX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | Apr 5, 2006 | BPGLX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | Dec 29, 2005 | BPGLX vs JNSMX |
Best Risk-Adjusted Alternatives to BPGLX
Among mutual funds in the Global Allocation 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 | |
|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | Dec 23, 2002 | BPGLX vs TIBAX | |
| GMO Benchmark-Free Fund | 97 | Jun 14, 2011 | BPGLX vs GBFFX | |
| GMO Implementation Fund | 97 | Feb 29, 2012 | BPGLX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 97 | Jul 22, 2003 | BPGLX vs GBMFX | |
| Hartford Real Asset Fund | 97 | May 27, 2010 | BPGLX vs HRLYX |
Top Performing BPGLX Alternatives (YTD)
BPGLX alternatives from the Global Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Allspring Absolute Return Fund | 14.43% | Feb 29, 2012 | BPGLX vs WARAX | |
| Hartford Real Asset Fund | 11.62% | May 27, 2010 | BPGLX vs HRLYX | |
| Cohen & Steers Real Assets Fund Inc | 11.35% | Jan 30, 2012 | BPGLX vs RAPZX | |
| Wilmington Real Asset Fund | 10.96% | Jun 30, 2003 | BPGLX vs WMRIX | |
| Principal Diversified Real Asset Fund | 10.54% | Mar 15, 2010 | BPGLX vs PDRDX |
Lowest Volatility Alternatives to BPGLX
BPGLX alternatives from the Global Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| PFG BNY Mellon Diversifier Strategy Fund | 5.00% | Dec 10, 2017 | BPGLX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.77% | Mar 24, 2011 | BPGLX vs LFMIX | |
| MH Elite Income Fund of Funds | 6.45% | Aug 14, 2011 | BPGLX vs MHEIX | |
| Principal Diversified Select Real Asset Fund | 6.83% | Jul 2, 2019 | BPGLX vs PDSYX | |
| Nuveen Real Asset Income Fund | 6.98% | Sep 12, 2011 | BPGLX vs NRIIX |
Lowest Drawdown Alternatives to BPGLX
BPGLX alternatives from the Global Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| LoCorr Macro Strategies Fund Class I | -2.95% | Mar 24, 2011 | BPGLX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -4.21% | Dec 10, 2017 | BPGLX vs PFADX | |
| MH Elite Income Fund of Funds | -4.54% | Aug 14, 2011 | BPGLX vs MHEIX | |
| Allspring Absolute Return Fund | -5.06% | Feb 29, 2012 | BPGLX vs WARAX | |
| Principal Diversified Select Real Asset Fund | -5.32% | Jul 2, 2019 | BPGLX vs PDSYX |
Other Mutual Funds from UBS
Most popular UBS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| UBS US Quality Growth At Reasonable Price Fund | Large Cap Growth Equities | 15 | -11.21% | Jul 8, 2020 | BPGLX vs QGRPX | |
| UBS Emerging Markets Equity Opportunity Fund | Emerging Markets Diversified | 90 | 2.95% | May 30, 2018 | BPGLX vs EMPTX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 45 | -3.38% | May 9, 1993 | BPGLX vs PWTYX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 52 | -0.26% | Aug 23, 1995 | BPGLX vs PCMNX | |
| PACE Alternative Strategies Investments | Multistrategy | 77 | -0.10% | Apr 9, 2006 | BPGLX vs PASIX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 43 | -0.77% | Dec 19, 1972 | BPGLX vs UTBPX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 49 | -1.76% | Jul 8, 2020 | BPGLX vs DVRUX | |
| UBS International Sustainable Equity Fund | Foreign Large Cap Equities | 57 | -1.50% | Aug 31, 1993 | BPGLX vs BNUEX | |
| PACE Small/Medium Co Value Equity Investments | Small Cap Value Equities | 23 | 2.36% | Aug 24, 1995 | BPGLX vs PCSVX | |
| PACE Strategic Fixed Income Investments | Intermediate Core-Plus Bond | 59 | -0.19% | Aug 24, 1995 | BPGLX vs PCSIX |
Often Compared With BPGLX
What investors most often compare with BPGLX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PACE International Emerging Markets Equity Investm... | Emerging Markets Diversified | 87 | 3.14% | Aug 23, 1995 | BPGLX vs PCEMX | |
| PACE Large Co Growth Equity Investments | Large Cap Growth Equities | 8 | -10.04% | Aug 24, 1995 | BPGLX vs PCLCX | |
| PACE Small/Medium Co Growth Equity Investments | Small Cap Growth Equities | 9 | -6.14% | Aug 24, 1995 | BPGLX vs PCSGX | |
| UBS Sustainable Development Bank Bond Fund | Global Bonds | 66 | 0.28% | Oct 23, 2018 | BPGLX vs UDBPX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | 98 | 0.13% | May 29, 2018 | BPGLX vs USIAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | Intermediate Core Bond | 77 | 2.74% | Aug 24, 1995 | BPGLX vs PCGTX |
Compare BPGLX with Any Fund or Stock
Compare BPGLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.