Skip to Content
Morningstar

Boston Partners Long/Short Rsrch Instl BPIRX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Partners Investment Hub
  • NAV / 1-Day Return 14.03  /  +0.29 %
  • Total Assets 549.1 Mil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.880%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Mid Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 2.17%
  • Turnover 54%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis BPIRX

Will BPIRX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BPIRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BPIRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BPIRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Boston Partners Long/ Short Rsrch Instl's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BPIRX

More BPIRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Asset Offset

28.02 189.1 Mil
—

Cash And Cash Equivalents

26.49 178.8 Mil
Cash and Equivalents

JPMorgan Chase & Co

1.63 11.0 Mil
Financial Services

Wells Fargo & Co

1.54 10.4 Mil
Financial Services

UnitedHealth Group Inc

1.41 9.5 Mil
Healthcare

Bank of America Corp

1.24 8.4 Mil
Financial Services

Ameriprise Financial Inc

1.16 7.8 Mil
Financial Services

Alphabet Inc Class A

0.98 6.6 Mil
Communication Services

AbbVie Inc

0.94 6.4 Mil
Healthcare

Marathon Petroleum Corp

0.92 6.2 Mil
Energy