Boston Partners Long/Short Equity Fund Institutional Class (BPLSX) 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 BPLSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BPLSX
BPLSX charges 2.04% annually. There are 44 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 | BPLSX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | — | Jun 2014 | BPLSX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | 12.07M | Jan 2026 | BPLSX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | — | Nov 2009 | BPLSX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | — | Dec 2012 | BPLSX vs BTPIX |
Best Risk-Adjusted Alternatives to BPLSX
BPLSX has a PortfoliosLab risk / return rank of 98. No mutual funds in the Long-Short category have higher risk-adjusted ranks; the top alternatives shown here go as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | 98 | — | Nov 1998 | BPLSX vs BPLEX | |
| Vanguard Market Neutral Fund Institutional Shares | 97 | — | Oct 1998 | BPLSX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | 97 | 601.30M | Nov 1998 | BPLSX vs VMNFX | |
| Knights of Columbus Long/Short Equity Fund | 96 | — | Dec 2019 | BPLSX vs KCEIX | |
| Quantitative U.S. Long/Short Equity Portfolio | 96 | — | Sep 2006 | BPLSX vs GTAPX |
Top Performing BPLSX Alternatives (YTD)
BPLSX is at 21.39% YTD. No mutual funds in the Long-Short category have higher YTD returns; the top-performing alternatives shown here go as high as 21.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | 21.25% | — | Nov 1998 | BPLSX vs BPLEX | |
| Vanguard Market Neutral Fund Institutional Shares | 16.69% | — | Oct 1998 | BPLSX vs VMNIX | |
| Vanguard Market Neutral Fund Investor Shares | 16.68% | 601.30M | Nov 1998 | BPLSX vs VMNFX | |
| Guggenheim Alpha Opportunity Fund | 15.53% | — | Jul 2003 | BPLSX vs SAOAX | |
| Wasatch Long/Short Alpha Fund | 13.61% | — | Sep 2021 | BPLSX vs WALSX |
Lowest Volatility Alternatives to BPLSX
BPLSX has 10.65% 1-year volatility. There are 29 mutual funds in the Long-Short category with lower 1-year volatility, going as low as 5.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | 5.55% | — | Dec 2011 | BPLSX vs NLSIX | |
| AB Select US Long/Short Portfolio | 5.74% | — | Dec 2012 | BPLSX vs ASILX | |
| MFS Managed Wealth Fund | 6.02% | — | Jun 2014 | BPLSX vs MNWIX | |
| Wilmington Global Alpha Equities Fund | 6.26% | — | Jan 2012 | BPLSX vs WRAIX | |
| Knights of Columbus Long/Short Equity Fund | 6.62% | — | Dec 2019 | BPLSX vs KCEIX |
Lowest Drawdown Alternatives to BPLSX
BPLSX 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 | BPLSX vs KCEIX | |
| Quantitative U.S. Long/Short Equity Portfolio | -3.01% | — | Sep 2006 | BPLSX vs GTAPX | |
| AB Select US Long/Short Portfolio | -3.61% | — | Dec 2012 | BPLSX vs ASILX | |
| Gotham Absolute Return Fund | -3.85% | — | Aug 2012 | BPLSX vs GARIX | |
| Persimmon Long/Short Fund | -3.90% | — | Dec 2012 | BPLSX vs LSEIX |
Other Mutual Funds from Boston Partners
The 7 most viewed Boston Partners mutual funds shown here include BPIRX, BPAVX, WPGTX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Boston Partners Long/Short Research Fund | Long-Short | 78 | 7.69% | — | Sep 2010 | BPLSX vs BPIRX | |
| Boston Partners All Cap Value Fund | Large Cap Value Equities | 82 | 15.69% | — | Jul 2002 | BPLSX vs BPAVX | |
| WPG Partners Small/Micro Cap Value Fund | Small Cap Value Equities | 78 | 19.28% | — | Mar 1972 | BPLSX vs WPGTX | |
| Boston Partners Small Cap Value Fund II | Small Cap Value Equities | 59 | 17.19% | — | Jul 1998 | BPLSX vs BPSCX | |
| Boston Partners Small Cap Value Fund Class I | Small Cap Value Equities | 61 | 17.34% | — | Jul 2000 | BPLSX vs BPSIX | |
| Boston Partners Global Sustainability Fund | Global Equities | 77 | 2.43% | — | Dec 2021 | BPLSX vs BPGSX | |
| Boston Partners Global Equity Fund | Global Equities | 76 | 12.59% | — | Dec 2011 | BPLSX vs BPGIX |
Often Compared With BPLSX
Investors most often compare BPLSX with SNOIX, BIVIX, JAKVX. These 19 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare BPLSX with Any Fund or Stock
Compare BPLSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BPLSX with funds that move differently
Boston Partners Long/Short Equity Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BPLSX.
Explore BPLSX Diversifiers