Morningstar

Boston Partners Long/Short Equity Fund Institutional Class BPLSX

Morningstar Medalist Rating
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Medalist Rating as of See Boston Partners Investment Hub
  • NAV / 1-Day Return$18.71  /  −0.37%
  • Fund Size$335.5M
  • Adjusted Expense Ratio1.700%
  • Net Expense Ratio2.370%
  • Fee Level: DistributionAbove Average
  • Share Class TypeInstitutional
  • Morningstar CategoryLong-Short Equity
  • Equity Style Box (Funds)Mid Value
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield0.07%
  • Turnover Ratio54%
NAV and 1-Day Return as of

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 Holdings21.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Asset Offset

21.7227M
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