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 a closer substitute for your current allocation.
Cheapest Alternatives to BPIRX
BPIRX charges 1.40% annually. There are 16 mutual funds in the Long-Short category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parvin Hedged Equity Solari World Fund | 0.01% | — | Jan 2021 | BPIRX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | — | Jun 2014 | BPIRX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | 12.26M | Jan 2026 | BPIRX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | — | Nov 2009 | BPIRX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | — | Dec 2012 | BPIRX vs BTPIX |
Best Risk-Adjusted Alternatives to BPIRX
BPIRX has a PortfoliosLab risk / return rank of 63. There are 17 mutual funds in the Long-Short category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | 97 | — | Nov 1998 | BPIRX vs BPLEX | |
| Vanguard Market Neutral Fund Investor Shares | 96 | 561.90M | Nov 1998 | BPIRX vs VMNFX | |
| Vanguard Market Neutral Fund Institutional Shares | 96 | — | Oct 1998 | BPIRX vs VMNIX | |
| John Hancock Disciplined Value Global Long/Short F... | 89 | — | Apr 2014 | BPIRX vs JAKVX | |
| Quantitative U.S. Long/Short Equity Portfolio | 89 | — | Sep 2006 | BPIRX vs GTAPX |
Top Performing BPIRX Alternatives (YTD)
BPIRX is at 6.05% YTD. There are 23 mutual funds in the Long-Short category with higher YTD returns, going as high as 18.98%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | 18.98% | — | Nov 1998 | BPIRX vs BPLEX | |
| Guggenheim Alpha Opportunity Fund | 15.73% | — | Jul 2003 | BPIRX vs SAOAX | |
| Vanguard Market Neutral Fund Investor Shares | 15.32% | 561.90M | Nov 1998 | BPIRX vs VMNFX | |
| Vanguard Market Neutral Fund Institutional Shares | 15.32% | — | Oct 1998 | BPIRX vs VMNIX | |
| Longboard Alternative Growth Fund | 13.28% | — | Mar 2015 | BPIRX vs LONGX |
Lowest Volatility Alternatives to BPIRX
BPIRX has 8.37% 1-year volatility. There are 17 mutual funds in the Long-Short category with lower 1-year volatility, going as low as 5.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | 5.34% | — | Dec 2011 | BPIRX vs NLSIX | |
| AB Select US Long/Short Portfolio | 5.54% | — | Dec 2012 | BPIRX vs ASILX | |
| MFS Managed Wealth Fund | 5.92% | — | Jun 2014 | BPIRX vs MNWIX | |
| Wilmington Global Alpha Equities Fund | 6.24% | — | Jan 2012 | BPIRX vs WRAIX | |
| Knights of Columbus Long/Short Equity Fund | 6.33% | — | Dec 2019 | BPIRX vs KCEIX |
Lowest Drawdown Alternatives to BPIRX
BPIRX has a 1-year max drawdown of -6.46%. There are 21 mutual funds in the Long-Short category with shallower 1-year drawdowns, going as shallow as -2.82%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Knights of Columbus Long/Short Equity Fund | -2.82% | — | Dec 2019 | BPIRX vs KCEIX | |
| Quantitative U.S. Long/Short Equity Portfolio | -3.01% | — | Sep 2006 | BPIRX vs GTAPX | |
| AB Select US Long/Short Portfolio | -3.61% | — | Dec 2012 | BPIRX vs ASILX | |
| Gotham Absolute Return Fund | -3.85% | — | Aug 2012 | BPIRX vs GARIX | |
| Persimmon Long/Short Fund | -3.90% | — | Dec 2012 | BPIRX vs LSEIX |
Other Mutual Funds from Boston Partners
The 5 most viewed Boston Partners mutual funds shown here include WPGTX, BPAVX, BPSCX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| WPG Partners Small/Micro Cap Value Fund | Small Cap Value Equities | 76 | 21.67% | — | Mar 1972 | BPIRX vs WPGTX | |
| Boston Partners All Cap Value Fund | Large Cap Value Equities | 70 | 13.61% | — | Jul 2002 | BPIRX vs BPAVX | |
| Boston Partners Small Cap Value Fund II | Small Cap Value Equities | 45 | 16.69% | — | Jul 1998 | BPIRX vs BPSCX | |
| Boston Partners Global Equity Fund | Global Equities | 52 | 9.20% | — | Dec 2011 | BPIRX vs BPGIX | |
| Boston Partners Small Cap Value Fund Class I | Small Cap Value Equities | 46 | 16.84% | — | Jul 2000 | BPIRX vs BPSIX |
Often Compared With BPIRX
Investors most often compare BPIRX with DIAMX, FLSPX, SPY. These 19 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare BPIRX with Any Fund or Stock
Compare BPIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BPIRX with funds that move differently
Boston Partners Long/Short Research Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BPIRX.
Explore BPIRX Diversifiers