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Boston Partners Long/Short Equity Instl BPLSX

Medalist Rating as of | See Boston Partners Investment Hub
  • NAV / 1-Day Return 13.85  /  +0.29 %
  • Total Assets 60.9 Mil
  • Adj. Expense Ratio
    1.960%
  • Expense Ratio 2.020%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Mid Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.65%
  • Turnover 44%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0

Morningstar’s Analysis BPLSX

Will BPLSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strength in Boston Partners Long/ Short Equity Instl's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings BPLSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Asset Offset

20.85 12.7 Mil

Cash And Cash Equivalents

19.79 12.0 Mil
Cash and Equivalents

Mount Vernon Liquid Assets Portfolio, Llc

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Cash and Equivalents

Canadian Natural Resources Ltd

2.65 1.6 Mil
Energy

BGC Group Inc Ordinary Shares Class A

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Financial Services

Fairfax Financial Holdings Ltd Shs Subord.Vtg

2.48 1.5 Mil
Financial Services

Elevance Health Inc

1.98 1.2 Mil
Healthcare

Arcos Dorados Holdings Inc Class A

1.81 1.1 Mil
Consumer Cyclical

Alphabet Inc Class A

1.76 1.1 Mil
Communication Services

Check Point Software Technologies Ltd

1.73 1.1 Mil
Technology