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Boston Partners Long/Short Rsrch Instl BPIRX

Medalist Rating as of | See Boston Partners Investment Hub
  • NAV / 1-Day Return 14.71  /  −0.47 %
  • Total Assets 576.3 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 2.16%
  • Turnover 54%

USD | NAV as of Jul 17, 2024 | 1-Day Return as of Jul 17, 2024, 10:12 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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings BPIRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 12.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Asset Offset

29.86 165.4 Mil

Cash And Cash Equivalents

29.34 162.5 Mil
Cash and Equivalents

JPMorgan Chase & Co

1.71 9.5 Mil
Financial Services

Wells Fargo & Co

1.69 9.4 Mil
Financial Services

UnitedHealth Group Inc

1.54 8.5 Mil
Healthcare

AbbVie Inc

1.26 7.0 Mil
Healthcare

Bank of America Corp

1.24 6.8 Mil
Financial Services

Alphabet Inc Class A

1.02 5.7 Mil
Communication Services

Broadcom Inc

1.00 5.6 Mil
Technology

Booking Holdings Inc

0.99 5.5 Mil
Consumer Cyclical