Morningstar

Boston Partners Long/Short Research Fund Institutional Class BPIRX

Morningstar Medalist Rating
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Medalist Rating as of See Boston Partners Investment Hub
  • NAV / 1-Day Return $15.17  /  +0.26 %
  • Fund Size $617.2M
  • Adjusted Expense Ratio 1.410%
  • Net Expense Ratio 1.920%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Long-Short Equity
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.92%
  • Turnover Ratio 65%
NAV and 1-Day Return as of

Morningstar’s Analysis BPIRX

Will BPIRX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Boston Partners Long/Short Rsrch Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BPIRX

More BPIRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Asset Offset

18.76 110M
—

Cash And Cash Equivalents

18.55 109M
Cash and Equivalents

Cash Offset

13.56 80M
—

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Healthcare

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