Morningstar

Boston Partners Long/Short Equity Fund Investor Class BPLEX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Boston Partners Investment Hub
  • NAV / 1-Day Return $13.50  /  −0.52 %
  • Fund Size $348.6M
  • Adjusted Expense Ratio 1.950%
  • Net Expense Ratio 2.620%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Long-Short Equity
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.09%
  • Turnover Ratio 54%
NAV and 1-Day Return as of

Morningstar’s Analysis BPLEX

Will BPLEX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Boston Partners Long/Short Equity Inv 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BPLEX

More BPLEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Asset Offset

21.72 27M
—

Cash And Cash Equivalents

21.23 26M
Cash and Equivalents

Mount Vernon Liquid Assets Portfolio, Llc

9.28 11M
Cash and Equivalents

U.S. Bank Money Market Deposit Account

5.44 7M
Cash and Equivalents

Dell Technologies Inc Ordinary Shares - Class C

3.39 4M
Technology

Alphabet Inc Class A

3.17 4M
Communication Services

Galliford Try Holdings PLC

2.17 3M
Industrials

Samsung Electronics Co Ltd

2.07 3M
Technology

Broadcom Inc

2.04 3M
Technology

Meta Platforms Inc Class A

1.88 2M
Communication Services

Sponsor Center