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Morningstar

Boston Partners Long/Short Equity Inv BPLEX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Partners Investment Hub
  • NAV / 1-Day Return 10.57  /  0.00
  • Total Assets 58.1 Mil
  • Adj. Expense Ratio
    2.210%
  • Expense Ratio 2.270%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Long-Short Equity
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.80%
  • Turnover 44%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

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.

Strength in Boston Partners Long/ Short Equity Inv's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BPLEX

More BPLEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Asset Offset

20.85 12.7 Mil
—

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