Boston Partners Long/Short Research benefits from the firm’s well-established stock-picking process but lacks more involved portfolio-level oversight. Both of its share classes retain their Morningstar Analyst Rating of Neutral.
- NAV / 1-Day Return 14.08 / 0.14 %
- Total Assets 691.2 Mil
-
Adj. Expense Ratio
1.410%
- Expense Ratio 1.950%
- 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 1.30%
- Turnover 85%
Morningstar’s Analysis BPIRX
Will BPIRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 410
- Bond Holdings 0
- Other Holdings 9
- % Assets in Top 10 Holdings 12.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Cash And Cash Equivalents
29.66
198,667,268
Cash and Equivalents
Asset Offset
29.60
198,293,467
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