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Boston Partners Long/Short Equity Inv BPLEX

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%

Morningstar’s Analysis BPLEX

Will BPLEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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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