BPIRX – Boston Partners Long/Short Rsrch Instl Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital with reduced exposure to general equity market risk. The fund actively invests in long positions in stocks identified by the Adviser as undervalued and takes short positions in stocks that the Adviser has identified as overvalued. The cash proceeds from short sales (i.e. sales of securities the fund does not own) are invested in short-term cash instruments to produce a return on such proceeds just below the federal funds rate.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BPRRX	Boston Partners Long/Short Research Fund Investor Class	No Load	Open			Nov 29, 2010	$5.27M	1.660%	Above Average	$2,500	−$4.22M
BPIRX	Boston Partners Long/Short Research Fund Institutional Class	Institutional	Open			Sep 30, 2010	$596.55M	1.410%	Average	$100,000	$18.06M

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