Boston Partners Long/Short Research Fund (BPIRX) Alternatives
Boston Partners Long/Short Research Fund (BPIRX) belongs to the Long-Short category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BPIRX. 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 BPIRX
BPIRX charges 1.40% annually. Among mutual funds in the Long-Short category, these options have the lowest expense ratios among BPIRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Parvin Hedged Equity Solari World Fund | 0.01% | Jan 27, 2021 | BPIRX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | Jun 26, 2014 | BPIRX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | Jan 20, 2026 | BPIRX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | Nov 1, 2009 | BPIRX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | Dec 30, 2012 | BPIRX vs BTPIX |
Best Risk-Adjusted Alternatives to BPIRX
Among mutual funds in the Long-Short 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 | |
|---|---|---|---|---|
| BlackRock Global Long/Short Equity Fund Class I | 96 | Dec 20, 2012 | BPIRX vs BDMIX | |
| AQR Long-Short Equity Fund | 94 | Jul 15, 2013 | BPIRX vs QLEIX | |
| AQR Long-Short Equity N | 94 | Jul 16, 2013 | BPIRX vs QLENX | |
| Boston Partners Long/Short Equity Fund | 94 | Nov 16, 1998 | BPIRX vs BPLEX | |
| Vanguard Market Neutral Fund Investor Shares | 91 | Nov 11, 1998 | BPIRX vs VMNFX |
Top Performing BPIRX Alternatives (YTD)
BPIRX alternatives from the Long-Short category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Guggenheim Alpha Opportunity Fund | 10.98% | Jul 6, 2003 | BPIRX vs SAOAX | |
| PIMCO RAE Worldwide Long/Short PLUS Fund | 9.37% | Dec 3, 2014 | BPIRX vs PWLIX | |
| Parvin Hedged Equity Solari World Fund | 6.81% | Jan 27, 2021 | BPIRX vs PHSWX | |
| Easterly Snow Capital Long/Short Opportunity Fund | 6.23% | Apr 27, 2006 | BPIRX vs SNOIX | |
| John Hancock Disciplined Value Global Long/Short F... | 5.90% | Apr 11, 2014 | BPIRX vs JAKVX |
Lowest Volatility Alternatives to BPIRX
BPIRX alternatives from the Long-Short category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Managed Wealth Fund | 5.84% | Jun 26, 2014 | BPIRX vs MNWIX | |
| Federated Hermes MDT Market Neutral A | 6.38% | Sep 30, 2008 | BPIRX vs QAMNX | |
| Neuberger Berman Long Short Fund | 6.46% | Dec 28, 2011 | BPIRX vs NLSIX | |
| Knights of Columbus Long/Short Equity Fund | 6.51% | Dec 1, 2019 | BPIRX vs KCEIX | |
| AB Select US Long/Short Portfolio | 6.63% | Dec 11, 2012 | BPIRX vs ASILX |
Lowest Drawdown Alternatives to BPIRX
BPIRX alternatives from the Long-Short category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Knights of Columbus Long/Short Equity Fund | -3.50% | Dec 1, 2019 | BPIRX vs KCEIX | |
| BlackRock Global Long/Short Equity Fund Class I | -3.60% | Dec 20, 2012 | BPIRX vs BDMIX | |
| AB Select US Long/Short Portfolio | -3.62% | Dec 11, 2012 | BPIRX vs ASILX | |
| Quantitative U.S. Long/Short Equity Portfolio | -4.15% | Sep 28, 2006 | BPIRX vs GTAPX | |
| Federated Hermes MDT Market Neutral A | -4.16% | Sep 30, 2008 | BPIRX vs QAMNX |
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 | |
|---|---|---|---|---|---|---|
| WPG Partners Small/Micro Cap Value Fund | Small Cap Value Equities | 50 | 4.41% | Mar 30, 1972 | BPIRX vs WPGTX | |
| Boston Partners All Cap Value Fund | Large Cap Value Equities | 28 | -2.67% | Jul 1, 2002 | BPIRX vs BPAVX | |
| Boston Partners Small Cap Value Fund II | Small Cap Value Equities | 29 | 0.29% | Jul 1, 1998 | BPIRX vs BPSCX | |
| Boston Partners Global Equity Fund | Global Equities | 78 | 0.00% | Dec 29, 2011 | BPIRX vs BPGIX | |
| Boston Partners Small Cap Value Fund Class I | Small Cap Value Equities | 28 | 0.31% | Jul 25, 2000 | BPIRX vs BPSIX |
Often Compared With BPIRX
What investors most often compare with BPIRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Meeder Spectrum Fund | Long-Short | 73 | -1.71% | Jan 1, 2015 | BPIRX vs FLSPX | |
| Diamond Hill Long-Short Fund | Long-Short | 52 | -4.94% | Jun 29, 2000 | BPIRX vs DIAMX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 59 | -3.65% | Jan 22, 1993 | BPIRX vs SPY | |
| Berkshire Hathaway Inc. | 17 | -4.80% | — | BPIRX vs BRK-B | ||
| Boston Partners Long/Short Equity Fund Institution... | Long-Short | 94 | 2.13% | Dec 27, 2000 | BPIRX vs BPLSX | |
| Boston Partners Global Sustainability Fund | Global Equities | 85 | 2.43% | Dec 28, 2021 | BPIRX vs BPGSX | |
| Vanguard Market Neutral Fund Institutional Shares | Long-Short | 91 | 5.62% | Oct 19, 1998 | BPIRX vs VMNIX | |
| Hussman Strategic Growth Fund | Long-Short | 4 | 3.87% | Jul 24, 2000 | BPIRX vs HSGFX |
Compare BPIRX with Any Fund or Stock
Compare BPIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.