Morningstar

Boston Partners Long/Short Equity Fund Investor Class BPLEX

Morningstar Medalist Rating
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Medalist Rating as of See Boston Partners Investment Hub
  • NAV / 1-Day Return$13.54  /  −0.37%
  • Fund Size$335.5M
  • Adjusted Expense Ratio1.950%
  • Net Expense Ratio2.620%
  • Fee Level: DistributionHigh
  • Share Class TypeNo Load
  • Morningstar CategoryLong-Short Equity
  • Equity Style Box (Funds)Mid Value
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield0.09%
  • Turnover Ratio54%
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.

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Portfolio Holdings BPLEX

More BPLEX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings21.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Asset Offset

21.7227M
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