Boston Partners Long/Short Equity Fund (BPLEX) 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 BPLEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BPLEX
BPLEX charges 2.21% annually. There are 47 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 | BPLEX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | — | Jun 2014 | BPLEX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | 12.26M | Jan 2026 | BPLEX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | — | Nov 2009 | BPLEX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | — | Dec 2012 | BPLEX vs BTPIX |
Best Risk-Adjusted Alternatives to BPLEX
BPLEX has a PortfoliosLab risk / return rank of 96. No mutual funds in the Long-Short category have higher risk-adjusted ranks; the top alternatives shown here go as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Market Neutral Fund Institutional Shares | 95 | — | Oct 1998 | BPLEX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | 95 | 561.90M | Nov 1998 | BPLEX vs VMNFX | |
| John Hancock Disciplined Value Global Long/Short F... | 91 | — | Apr 2014 | BPLEX vs JAKVX | |
| John Hancock Disciplined Value Global Long/Short F... | 90 | — | Dec 2013 | BPLEX vs JAKRX | |
| Multi-Manager Directional Alternative Strategies F... | 89 | — | Jan 2017 | BPLEX vs CDAZX |
Top Performing BPLEX Alternatives (YTD)
BPLEX is at 19.07% YTD. No mutual funds in the Long-Short category have higher YTD returns; the top-performing alternatives shown here go as high as 15.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Market Neutral Fund Investor Shares | 15.75% | 561.90M | Nov 1998 | BPLEX vs VMNFX | |
| Vanguard Market Neutral Fund Institutional Shares | 15.75% | — | Oct 1998 | BPLEX vs VMNIX | |
| Guggenheim Alpha Opportunity Fund | 15.47% | — | Jul 2003 | BPLEX vs SAOAX | |
| Longboard Alternative Growth Fund | 13.48% | — | Mar 2015 | BPLEX vs LONGX | |
| ACM Dynamic Opportunity Fund | 13.08% | — | Jan 2015 | BPLEX vs ADOIX |
Lowest Volatility Alternatives to BPLEX
BPLEX has 10.57% 1-year volatility. There are 29 mutual funds in the Long-Short category with lower 1-year volatility, going as low as 5.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | 5.28% | — | Dec 2011 | BPLEX vs NLSIX | |
| AB Select US Long/Short Portfolio | 5.53% | — | Dec 2012 | BPLEX vs ASILX | |
| MFS Managed Wealth Fund | 5.91% | — | Jun 2014 | BPLEX vs MNWIX | |
| Wilmington Global Alpha Equities Fund | 6.23% | — | Jan 2012 | BPLEX vs WRAIX | |
| Knights of Columbus Long/Short Equity Fund | 6.29% | — | Dec 2019 | BPLEX vs KCEIX |
Lowest Drawdown Alternatives to BPLEX
BPLEX has a 1-year max drawdown of -5.23%. There are 14 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 | BPLEX vs KCEIX | |
| Quantitative U.S. Long/Short Equity Portfolio | -3.01% | — | Sep 2006 | BPLEX vs GTAPX | |
| AB Select US Long/Short Portfolio | -3.61% | — | Dec 2012 | BPLEX vs ASILX | |
| Gotham Absolute Return Fund | -3.85% | — | Aug 2012 | BPLEX vs GARIX | |
| Persimmon Long/Short Fund | -3.90% | — | Dec 2012 | BPLEX vs LSEIX |
Other Mutual Funds from Boston Partners
The 6 most viewed Boston Partners mutual funds shown here include BPIRX, WPGTX, BPAVX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Boston Partners Long/Short Research Fund | Long-Short | 53 | 6.13% | — | Sep 2010 | BPLEX vs BPIRX | |
| WPG Partners Small/Micro Cap Value Fund | Small Cap Value Equities | 63 | 21.51% | — | Mar 1972 | BPLEX vs WPGTX | |
| Boston Partners All Cap Value Fund | Large Cap Value Equities | 62 | 14.05% | — | Jul 2002 | BPLEX vs BPAVX | |
| Boston Partners Small Cap Value Fund II | Small Cap Value Equities | 35 | 16.53% | — | Jul 1998 | BPLEX vs BPSCX | |
| Boston Partners Small Cap Value Fund Class I | Small Cap Value Equities | 37 | 16.65% | — | Jul 2000 | BPLEX vs BPSIX | |
| Boston Partners Global Equity Fund | Global Equities | 41 | 9.05% | — | Dec 2011 | BPLEX vs BPGIX |
Often Compared With BPLEX
Investors most often compare BPLEX with CPLIX, QLEIX, CLSE. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare BPLEX with Any Fund or Stock
Compare BPLEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BPLEX with funds that move differently
Boston Partners Long/Short Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BPLEX.
Explore BPLEX Diversifiers