BPLEX – Boston Partners Long/Short Equity Inv Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital with reduced exposure to general equity market risk. The fund invests in long positions in stocks identified by the Adviser as undervalued and takes short positions in stocks that the Adviser has identified as overvalued. The Advisor intends, under normal circumstances, to invest at least 80% of its net assets (including borrowings for investment purposes) in equity securities. Under normal circumstances, the Adviser expects that the fund's long positions will not exceed approximately 125% of the fund's net assets.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BPLEX	Boston Partners Long/Short Equity Fund Investor Class	No Load	Open			Nov 17, 1998	$56.68M	1.950%	High	$2,500	$31.35M
BPLSX	Boston Partners Long/Short Equity Fund Institutional Class	Institutional	Open			Nov 17, 1998	$242.66M	1.700%	Above Average	$1M	$123.08M

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