Morningstar

Boston Partners Long/Short Research Fund Institutional Class BPIRX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Partners Investment Hub
  • NAV / 1-Day Return 14.90  /  +0.27 %
  • Total Assets 598.1M
  • Adj. Expense Ratio
    1.410%
  • Expense Ratio 1.920%
  • 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 0.91%
  • Turnover 65%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:45 AM GMT+0

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 10.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Asset Offset

16.69 101M
—

Cash And Cash Equivalents

16.37 99M
Cash and Equivalents

Cash Offset

14.20 86M
—

U.S. Bank Money Market Deposit Account

2.28 14M
Cash and Equivalents

Frontdoor Inc

1.50 9M
Consumer Cyclical

JPMorgan Chase & Co

1.24 7M
Financial Services

AbbVie Inc

1.24 7M
Healthcare

Wells Fargo & Co

1.11 7M
Financial Services

Samsung Electronics Co Ltd

1.01 6M
Technology

L3Harris Technologies Inc

0.96 6M
Industrials

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