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Morningstar

Boston Partners Long/Short Equity Instl BPLSX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Partners Investment Hub
  • NAV / 1-Day Return 14.93  /  0.47 %
  • Total Assets 65.8 Mil
  • Adj. Expense Ratio
    1.960%
  • Expense Ratio 2.550%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Mid Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 40%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:16 PM GMT+0

Morningstar’s Analysis BPLSX

Will BPLSX 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 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.

A lowering of its Process Pillar rating is the primary driver of Boston Partners Long/ Short Equity Instl's downgrade to a Morningstar Medalist Rating of Negative from Bronze.

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-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BPLSX

More BPLSX Holdings
  • Current Portfolio Date
  • Equity Holdings 185
  • Bond Holdings 0
  • Other Holdings 19
  • % Assets in Top 10 Holdings 17.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Asset Offset

22.32
14,531,012
—

Cash And Cash Equivalents

20.01
13,031,960
Cash and Equivalents

Mount Vernon Liquid Assets Portfolio, Llc

14.58
9,494,021
Cash and Equivalents

U.S. Bank Money Market Deposit Account

10.05
6,545,079
Cash and Equivalents

Canadian Natural Resources Ltd

2.07
1,348,239
Energy

Arcos Dorados Holdings Inc Class A

1.89
1,232,161
Consumer Cyclical

Fairfax Financial Holdings Ltd Shs Subord.Vtg

1.87
1,216,569
Financial Services

Elevance Health Inc

1.79
1,164,332
Healthcare

Builders FirstSource Inc

1.74
1,131,788
Industrials

Alphabet Inc Class A

1.58
1,029,528
Communication Services