Beacon Planned Return Strategy Fund (BPRLX) belongs to the Options Trading category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BPRLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BPRLX
BPRLX charges 1.19% annually. There are 14 mutual funds in the Options Trading category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | — | Feb 2017 | BPRLX vs EIVPX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | — | Feb 2021 | BPRLX vs JHQTX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | — | Feb 2021 | BPRLX vs JHQDX | |
| Gateway Equity Call Premium Fund | 0.68% | — | Sep 2014 | BPRLX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | — | BPRLX vs GTEYX |
Best Risk-Adjusted Alternatives to BPRLX
BPRLX has a PortfoliosLab risk / return rank of 85. There are 6 mutual funds in the Options Trading category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 100 | — | Nov 2016 | BPRLX vs PPFIX | |
| Easterly Hedged Equity Fund | 89 | — | Jul 2015 | BPRLX vs JDIEX | |
| MAI Managed Volatility Fund | 89 | — | Sep 2010 | BPRLX vs MAIPX | |
| Parametric Volatility Risk Premium - Defensive Fun... | 88 | — | Feb 2017 | BPRLX vs EIVPX | |
| Glenmede Secured Options Portfolio | 87 | — | Jun 2010 | BPRLX vs GTSOX |
Top Performing BPRLX Alternatives (YTD)
BPRLX is at 5.08% YTD. There are 14 mutual funds in the Options Trading category with higher YTD returns, going as high as 9.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 9.72% | — | Jan 2007 | BPRLX vs QQQX | |
| AlphaCentric Premium Opportunity Fund | 8.19% | — | Sep 2016 | BPRLX vs HMXIX | |
| Easterly Hedged Equity Fund | 7.61% | — | Jul 2015 | BPRLX vs JDIEX | |
| Cboe Vest US Large Cap 10% Buffer Fund | 6.43% | — | Aug 2016 | BPRLX vs BUIGX | |
| Glenmede Secured Options Portfolio | 6.35% | — | Jun 2010 | BPRLX vs GTSOX |
Lowest Volatility Alternatives to BPRLX
BPRLX has 5.20% 1-year volatility. There are 4 mutual funds in the Options Trading category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | 0.85% | — | Nov 2016 | BPRLX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | 3.53% | — | Apr 2012 | BPRLX vs STTIX | |
| MAI Managed Volatility Fund | 4.80% | — | Sep 2010 | BPRLX vs MAIPX | |
| Rational Tactical Return Fund | 4.88% | — | Apr 2007 | BPRLX vs HRSTX | |
| Catalyst Buffered Shield Fund | 5.38% | — | Apr 2015 | BPRLX vs SHIIX |
Lowest Drawdown Alternatives to BPRLX
BPRLX has a 1-year max drawdown of -4.12%. There are 6 mutual funds in the Options Trading category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Princeton Premium Fund | -0.25% | — | Nov 2016 | BPRLX vs PPFIX | |
| North SquareTrilogy Alternative Return Fund | -2.86% | — | Apr 2012 | BPRLX vs STTIX | |
| Rational Tactical Return Fund | -3.09% | — | Apr 2007 | BPRLX vs HRSTX | |
| MAI Managed Volatility Fund | -3.10% | — | Sep 2010 | BPRLX vs MAIPX | |
| Easterly Hedged Equity Fund | -3.49% | — | Jul 2015 | BPRLX vs JDIEX |
Often Compared With BPRLX
Investors most often compare BPRLX with JHQAX, HNDRX, SDRIX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Hedged Equity Fund | Options Trading | 13 | -1.67% | — | Dec 2013 | BPRLX vs JHQAX | |
| Horizon Defined Risk Fund | Options Trading | 68 | 4.87% | — | Dec 2017 | BPRLX vs HNDRX | |
| Swan Defined Risk Fund | Options Trading | 60 | 5.69% | — | Jul 2012 | BPRLX vs SDRIX | |
| Calamos Hedged Equity Fund | Options Trading | 74 | 5.52% | — | Dec 2014 | BPRLX vs CIHEX | |
| XAI Madison Equity Premium Income Fund | Options Trading | 5 | -2.05% | — | Jan 2015 | BPRLX vs MCN | |
| Cavanal Hill Hedged Income Fund | Options Trading | 50 | 5.63% | — | Dec 2020 | BPRLX vs APLIX | |
| Gateway Fund | Options Trading | 68 | 4.39% | — | Dec 1977 | BPRLX vs GATEX | |
| Ironclad Managed Risk Fund | Options Trading | 36 | 4.23% | — | Oct 2010 | BPRLX vs IRONX | |
| IPS Strategic Capital Absolute Return Fund | Options Trading | 9 | 0.20% | — | Apr 2016 | BPRLX vs IPSAX | |
| Swan Defined Risk Growth Fund | Options Trading | 45 | 5.66% | — | Dec 2018 | BPRLX vs SDAIX | |
| Eaton Vance Tax-Managed Buy-Write Income Fund | Options Trading | 41 | 4.53% | — | Apr 2005 | BPRLX vs ETB |
Compare BPRLX with Any Fund or Stock
Compare BPRLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BPRLX with funds that move differently
Beacon Planned Return Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BPRLX.
Explore BPRLX Diversifiers