Boston Partners Long/Short Equity Fund Institutional Class (BPLSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BPLSX
BPLSX charges 2.04% annually. Among mutual funds in the Long-Short category, these options have the lowest expense ratios among BPLSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Parvin Hedged Equity Solari World Fund | 0.01% | Jan 27, 2021 | BPLSX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | Jun 26, 2014 | BPLSX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | Jan 20, 2026 | BPLSX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | Nov 1, 2009 | BPLSX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | Dec 30, 2012 | BPLSX vs BTPIX |
Best Risk-Adjusted Alternatives to BPLSX
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 | BPLSX vs BDMIX | |
| AQR Long-Short Equity Fund | 94 | Jul 15, 2013 | BPLSX vs QLEIX | |
| AQR Long-Short Equity N | 94 | Jul 16, 2013 | BPLSX vs QLENX | |
| Boston Partners Long/Short Equity Fund | 94 | Nov 16, 1998 | BPLSX vs BPLEX | |
| Vanguard Market Neutral Fund Institutional Shares | 93 | Oct 19, 1998 | BPLSX vs VMNIX |
Top Performing BPLSX Alternatives (YTD)
BPLSX alternatives from the Long-Short category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Guggenheim Alpha Opportunity Fund | 10.14% | Jul 6, 2003 | BPLSX vs SAOAX | |
| PIMCO RAE Worldwide Long/Short PLUS Fund | 9.51% | Dec 3, 2014 | BPLSX vs PWLIX | |
| Vanguard Market Neutral Fund Institutional Shares | 6.12% | Oct 19, 1998 | BPLSX vs VMNIX | |
| Invenomic Fund Institutional Class | 6.05% | Jun 19, 2017 | BPLSX vs BIVIX | |
| Hussman Strategic Growth Fund | 5.80% | Jul 24, 2000 | BPLSX vs HSGFX |
Lowest Volatility Alternatives to BPLSX
BPLSX alternatives from the Long-Short category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Managed Wealth Fund | 5.68% | Jun 26, 2014 | BPLSX vs MNWIX | |
| Federated Hermes MDT Market Neutral A | 6.38% | Sep 30, 2008 | BPLSX vs QAMNX | |
| Neuberger Berman Long Short Fund | 6.46% | Dec 28, 2011 | BPLSX vs NLSIX | |
| Knights of Columbus Long/Short Equity Fund | 6.52% | Dec 1, 2019 | BPLSX vs KCEIX | |
| AB Select US Long/Short Portfolio | 6.59% | Dec 11, 2012 | BPLSX vs ASILX |
Lowest Drawdown Alternatives to BPLSX
BPLSX 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 | BPLSX vs KCEIX | |
| BlackRock Global Long/Short Equity Fund Class I | -3.60% | Dec 20, 2012 | BPLSX vs BDMIX | |
| AB Select US Long/Short Portfolio | -3.62% | Dec 11, 2012 | BPLSX vs ASILX | |
| Quantitative U.S. Long/Short Equity Portfolio | -4.15% | Sep 28, 2006 | BPLSX vs GTAPX | |
| Federated Hermes MDT Market Neutral A | -4.16% | Sep 30, 2008 | BPLSX 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 | 62 | -2.07% | Sep 29, 2010 | BPLSX vs BPIRX | |
| WPG Partners Small/Micro Cap Value Fund | Small Cap Value Equities | 41 | 1.86% | Mar 30, 1972 | BPLSX vs WPGTX | |
| Boston Partners All Cap Value Fund | Large Cap Value Equities | 23 | -4.93% | Jul 1, 2002 | BPLSX vs BPAVX | |
| Boston Partners Small Cap Value Fund II | Small Cap Value Equities | 25 | -1.66% | Jul 1, 1998 | BPLSX vs BPSCX | |
| Boston Partners Global Equity Fund | Global Equities | 72 | -2.56% | Dec 29, 2011 | BPLSX vs BPGIX | |
| Boston Partners Small Cap Value Fund Class I | Small Cap Value Equities | 25 | -1.61% | Jul 25, 2000 | BPLSX vs BPSIX | |
| Boston Partners Global Sustainability Fund | Global Equities | 89 | 2.43% | Dec 28, 2021 | BPLSX vs BPGSX |
Often Compared With BPLSX
What investors most often compare with BPLSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Easterly Snow Capital Long/Short Opportunity Fund | Long-Short | 80 | 4.60% | Apr 27, 2006 | BPLSX vs SNOIX | |
| Vanguard Market Neutral Fund Investor Shares | Long-Short | 91 | 5.66% | Nov 11, 1998 | BPLSX vs VMNFX |
Compare BPLSX with Any Fund or Stock
Compare BPLSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.