Morningstar

Boston Partners Long/Short Equity Fund Institutional Class BPLSX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Partners Investment Hub
  • NAV / 1-Day Return 17.28  /  0.00
  • Total Assets 193.9M
  • Adj. Expense Ratio
    1.700%
  • Expense Ratio 2.370%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Mid Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.07%
  • Turnover 54%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 10:53 PM GMT+0

Morningstar’s Analysis BPLSX

Will BPLSX 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 BPLSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BPLSX 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 BPLSX’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 Instl holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BPLSX

More BPLSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash And Cash Equivalents

20.45 23M
Cash and Equivalents

Asset Offset

18.59 21M
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U.S. Bank Money Market Deposit Account

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British American Tobacco PLC ADR

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Consumer Defensive

Fairfax Financial Holdings Ltd Shs Subord.Vtg

1.96 2M
Financial Services

Hamilton Insurance Group Ltd Ordinary Shares Class B

1.87 2M
Financial Services

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