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Morningstar

Boston Partners Long/Short Equity Inv BPLEX

Morningstar Analyst Rating
Quantitative rating as of | See Boston Partners Investment Hub
  • NAV / 1-Day Return 12.33  /  1.07 %
  • Total Assets 70.5 Mil
  • Adj. Expense Ratio
    2.210%
  • Expense Ratio 2.800%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Long-Short Equity
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 40%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis BPLEX

Will BPLEX outperform in 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 BPLEX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BPLEX 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 BPLEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A strong management team and sound investment process underpin Boston Partners Long/Short Equity Inv's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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