Boston Partners Long/Short Equity Fund (BPLEX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BPLEX
BPLEX charges 2.21% annually. Among mutual funds in the Long-Short category, these options have the lowest expense ratios among BPLEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Parvin Hedged Equity Solari World Fund | 0.01% | Jan 27, 2021 | BPLEX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | Jun 26, 2014 | BPLEX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | Jan 20, 2026 | BPLEX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | Nov 1, 2009 | BPLEX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | Dec 30, 2012 | BPLEX vs BTPIX |
Best Risk-Adjusted Alternatives to BPLEX
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 | BPLEX vs BDMIX | |
| AQR Long-Short Equity Fund | 94 | Jul 15, 2013 | BPLEX vs QLEIX | |
| AQR Long-Short Equity N | 94 | Jul 16, 2013 | BPLEX vs QLENX | |
| Vanguard Market Neutral Fund Investor Shares | 91 | Nov 11, 1998 | BPLEX vs VMNFX | |
| Vanguard Market Neutral Fund Institutional Shares | 91 | Oct 19, 1998 | BPLEX vs VMNIX |
Top Performing BPLEX Alternatives (YTD)
BPLEX 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 | BPLEX vs SAOAX | |
| PIMCO RAE Worldwide Long/Short PLUS Fund | 9.37% | Dec 3, 2014 | BPLEX vs PWLIX | |
| Parvin Hedged Equity Solari World Fund | 6.81% | Jan 27, 2021 | BPLEX vs PHSWX | |
| Easterly Snow Capital Long/Short Opportunity Fund | 6.23% | Apr 27, 2006 | BPLEX vs SNOIX | |
| John Hancock Disciplined Value Global Long/Short F... | 5.90% | Apr 11, 2014 | BPLEX vs JAKVX |
Lowest Volatility Alternatives to BPLEX
BPLEX 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 | BPLEX vs MNWIX | |
| Federated Hermes MDT Market Neutral A | 6.38% | Sep 30, 2008 | BPLEX vs QAMNX | |
| Neuberger Berman Long Short Fund | 6.46% | Dec 28, 2011 | BPLEX vs NLSIX | |
| Knights of Columbus Long/Short Equity Fund | 6.51% | Dec 1, 2019 | BPLEX vs KCEIX | |
| AB Select US Long/Short Portfolio | 6.63% | Dec 11, 2012 | BPLEX vs ASILX |
Lowest Drawdown Alternatives to BPLEX
BPLEX 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 | BPLEX vs KCEIX | |
| BlackRock Global Long/Short Equity Fund Class I | -3.60% | Dec 20, 2012 | BPLEX vs BDMIX | |
| AB Select US Long/Short Portfolio | -3.62% | Dec 11, 2012 | BPLEX vs ASILX | |
| Quantitative U.S. Long/Short Equity Portfolio | -4.15% | Sep 28, 2006 | BPLEX vs GTAPX | |
| Federated Hermes MDT Market Neutral A | -4.16% | Sep 30, 2008 | BPLEX 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 | |
|---|---|---|---|---|---|---|
| Boston Partners Long/Short Research Fund | Long-Short | 66 | -0.71% | Sep 29, 2010 | BPLEX vs BPIRX | |
| WPG Partners Small/Micro Cap Value Fund | Small Cap Value Equities | 50 | 4.41% | Mar 30, 1972 | BPLEX vs WPGTX | |
| Boston Partners All Cap Value Fund | Large Cap Value Equities | 28 | -2.67% | Jul 1, 2002 | BPLEX vs BPAVX | |
| Boston Partners Small Cap Value Fund II | Small Cap Value Equities | 29 | 0.29% | Jul 1, 1998 | BPLEX vs BPSCX | |
| Boston Partners Global Equity Fund | Global Equities | 78 | 0.00% | Dec 29, 2011 | BPLEX vs BPGIX | |
| Boston Partners Small Cap Value Fund Class I | Small Cap Value Equities | 28 | 0.31% | Jul 25, 2000 | BPLEX vs BPSIX |
Often Compared With BPLEX
What investors most often compare with BPLEX, 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.