Boston Partners Global Sustainability Fund (BPGSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BPGSX
BPGSX charges 0.90% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among BPGSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | BPGSX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | BPGSX vs GWOAX | |
| NYLI CBRE Global Infrastructure Megatrends Term Fu... | 0.02% | Jan 1, 2021 | BPGSX vs MEGI | |
| Clough Global Equity Fund | 0.03% | Apr 27, 2005 | BPGSX vs GLQ | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | BPGSX vs SSGLX |
Best Risk-Adjusted Alternatives to BPGSX
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 | BPGSX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | BPGSX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | BPGSX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | BPGSX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | BPGSX vs GLIFX |
Top Performing BPGSX Alternatives (YTD)
BPGSX 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 | BPGSX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | BPGSX vs GQFPX | |
| NYLI CBRE Global Infrastructure Megatrends Term Fu... | 9.55% | Jan 1, 2021 | BPGSX vs MEGI | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | BPGSX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | BPGSX vs CSUAX |
Lowest Volatility Alternatives to BPGSX
BPGSX 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 | BPGSX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | BPGSX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | BPGSX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | BPGSX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | BPGSX vs GLIFX |
Lowest Drawdown Alternatives to BPGSX
BPGSX 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 | BPGSX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | BPGSX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | BPGSX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | BPGSX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | BPGSX 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 | BPGSX vs BPLEX | |
| Boston Partners Long/Short Research Fund | Long-Short | 62 | -2.07% | Sep 29, 2010 | BPGSX vs BPIRX | |
| WPG Partners Small/Micro Cap Value Fund | Small Cap Value Equities | 41 | 1.86% | Mar 30, 1972 | BPGSX vs WPGTX | |
| Boston Partners All Cap Value Fund | Large Cap Value Equities | 23 | -4.93% | Jul 1, 2002 | BPGSX vs BPAVX | |
| Boston Partners Small Cap Value Fund II | Small Cap Value Equities | 25 | -1.66% | Jul 1, 1998 | BPGSX vs BPSCX | |
| Boston Partners Global Equity Fund | Global Equities | 72 | -2.56% | Dec 29, 2011 | BPGSX vs BPGIX | |
| Boston Partners Small Cap Value Fund Class I | Small Cap Value Equities | 25 | -1.61% | Jul 25, 2000 | BPGSX vs BPSIX | |
| Boston Partners Long/Short Equity Fund Institution... | Long-Short | 93 | 0.62% | Dec 27, 2000 | BPGSX vs BPLSX |
Often Compared With BPGSX
What investors most often compare with BPGSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | BPGSX vs SPY | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | BPGSX vs FMIEX | |
| JPMorgan Global Allocation Fund A | Global Equities | 30 | -5.28% | May 31, 2011 | BPGSX vs GAOAX |
Compare BPGSX with Any Fund or Stock
Compare BPGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.