Boston Partners Global Sustainability Fund (BPGSX) 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 BPGSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BPGSX
BPGSX charges 0.90% annually. There are 99 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 | BPGSX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | BPGSX vs GWOAX | |
| NYLI CBRE Global Infrastructure Megatrends Term Fu... | 0.02% | — | Jan 2021 | BPGSX vs MEGI | |
| Clough Global Equity Fund | 0.03% | — | Apr 2005 | BPGSX vs GLQ | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | BPGSX vs SSGLX |
Best Risk-Adjusted Alternatives to BPGSX
BPGSX has a PortfoliosLab risk / return rank of 74. There are 55 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | BPGSX vs LVAFX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | BPGSX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | BPGSX vs FMIEX | |
| Polaris Global Value Fund | 97 | — | May 1998 | BPGSX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | BPGSX vs EPSYX |
Top Performing BPGSX Alternatives (YTD)
BPGSX is at 2.43% YTD. There are 232 mutual funds in the Global Equities category with higher YTD returns, going as high as 25.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 25.53% | — | Jan 2017 | BPGSX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | BPGSX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | BPGSX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | BPGSX vs LVAGX | |
| Polaris Global Value Fund | 22.80% | — | May 1998 | BPGSX vs PGVFX |
Lowest Volatility Alternatives to BPGSX
BPGSX has 8.22% 1-year volatility. There are 7 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | BPGSX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | BPGSX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | BPGSX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | BPGSX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | BPGSX vs SVTAX |
Lowest Drawdown Alternatives to BPGSX
BPGSX has a 1-year max drawdown of -5.17%. There are 2 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | BPGSX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | BPGSX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | BPGSX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | BPGSX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | BPGSX vs SGMAX |
Other Mutual Funds from Boston Partners
The 8 most viewed Boston Partners mutual funds shown here include BPLEX, BPIRX, BPAVX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | Long-Short | 98 | 21.35% | — | Nov 1998 | BPGSX vs BPLEX | |
| Boston Partners Long/Short Research Fund | Long-Short | 78 | 7.91% | — | Sep 2010 | BPGSX vs BPIRX | |
| Boston Partners All Cap Value Fund | Large Cap Value Equities | 84 | 15.88% | — | Jul 2002 | BPGSX vs BPAVX | |
| WPG Partners Small/Micro Cap Value Fund | Small Cap Value Equities | 76 | 19.22% | — | Mar 1972 | BPGSX vs WPGTX | |
| Boston Partners Long/Short Equity Fund Institution... | Long-Short | 98 | 21.53% | — | Dec 2000 | BPGSX vs BPLSX | |
| Boston Partners Small Cap Value Fund II | Small Cap Value Equities | 56 | 17.36% | — | Jul 1998 | BPGSX vs BPSCX | |
| Boston Partners Small Cap Value Fund Class I | Small Cap Value Equities | 58 | 17.49% | — | Jul 2000 | BPGSX vs BPSIX | |
| Boston Partners Global Equity Fund | Global Equities | 74 | 12.12% | — | Dec 2011 | BPGSX vs BPGIX |
Often Compared With BPGSX
Investors most often compare BPGSX with SPY, GWPFX, MGGPX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare BPGSX with Any Fund or Stock
Compare BPGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BPGSX with funds that move differently
Boston Partners Global Sustainability Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BPGSX.
Explore BPGSX Diversifiers