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.
- NAV / 1-Day Return 12.33 / 1.07 %
- Total Assets 70.5 Mil
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Adj. Expense Ratio
- 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?
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