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 49 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% | 11.94M | 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 94. There is 1 mutual fund in the Long-Short category with a higher risk-adjusted rank, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock Global Long/Short Equity Fund Class I | 96 | — | Dec 2012 | BPLEX vs BDMIX | |
| Persimmon Long/Short Fund | 88 | — | Dec 2012 | BPLEX vs LSEIX | |
| Vanguard Market Neutral Fund Institutional Shares | 88 | — | Oct 1998 | BPLEX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | 88 | 561.90M | Nov 1998 | BPLEX vs VMNFX | |
| Multi-Manager Directional Alternative Strategies F... | 84 | — | Jan 2017 | BPLEX vs CDAZX |
Top Performing BPLEX Alternatives (YTD)
BPLEX is at 13.85% YTD. There are 4 mutual funds in the Long-Short category with higher YTD returns, going as high as 14.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ACM Dynamic Opportunity Fund | 14.62% | — | Jan 2015 | BPLEX vs ADOIX | |
| Vanguard Market Neutral Fund Investor Shares | 14.39% | 561.90M | Nov 1998 | BPLEX vs VMNFX | |
| Vanguard Market Neutral Fund Institutional Shares | 14.39% | — | Oct 1998 | BPLEX vs VMNIX | |
| CRM Long/Short Opportunities Fund | 13.95% | — | Aug 2016 | BPLEX vs CRIHX | |
| BlackRock Global Long/Short Equity Fund Class I | 13.03% | — | Dec 2012 | BPLEX vs BDMIX |
Lowest Volatility Alternatives to BPLEX
BPLEX has 10.56% 1-year volatility. There are 30 mutual funds in the Long-Short category with lower 1-year volatility, going as low as 5.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | 5.29% | — | Dec 2011 | BPLEX vs NLSIX | |
| AB Select US Long/Short Portfolio | 5.56% | — | Dec 2012 | BPLEX vs ASILX | |
| MFS Managed Wealth Fund | 5.86% | — | Jun 2014 | BPLEX vs MNWIX | |
| Knights of Columbus Long/Short Equity Fund | 6.07% | — | Dec 2019 | BPLEX vs KCEIX | |
| Wilmington Global Alpha Equities Fund | 6.17% | — | Jan 2012 | BPLEX vs WRAIX |
Lowest Drawdown Alternatives to BPLEX
BPLEX has a 1-year max drawdown of -5.23%. There are 15 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 | |
| BlackRock Global Long/Short Equity Fund Class I | -3.24% | — | Dec 2012 | BPLEX vs BDMIX | |
| AB Select US Long/Short Portfolio | -3.61% | — | Dec 2012 | BPLEX vs ASILX | |
| Gotham Absolute Return Fund | -3.85% | — | Aug 2012 | BPLEX vs GARIX |
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 | 46 | 5.63% | — | Sep 2010 | BPLEX vs BPIRX | |
| WPG Partners Small/Micro Cap Value Fund | Small Cap Value Equities | 65 | 20.45% | — | Mar 1972 | BPLEX vs WPGTX | |
| Boston Partners All Cap Value Fund | Large Cap Value Equities | 50 | 10.76% | — | Jul 2002 | BPLEX vs BPAVX | |
| Boston Partners Small Cap Value Fund II | Small Cap Value Equities | 39 | 14.53% | — | Jul 1998 | BPLEX vs BPSCX | |
| Boston Partners Global Equity Fund | Global Equities | 38 | 6.74% | — | Dec 2011 | BPLEX vs BPGIX | |
| Boston Partners Small Cap Value Fund Class I | Small Cap Value Equities | 40 | 14.65% | — | Jul 2000 | BPLEX vs BPSIX |
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