Boston Partners Long/Short Rsrch Inv holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Boston Partners Long/Short Research Fund Investor Class BPRRX
- NAV / 1-Day Return 14.07 / +0.21 %
- Total Assets 600.1M
-
Adj. Expense Ratio
1.660%
- Expense Ratio 2.170%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Long-Short Equity
- Investment Style Mid Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.99%
- Turnover 65%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 1:35 AM GMT+0
Morningstar’s Analysis BPRRX
Will BPRRX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BPRRX 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 BPRRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 10.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Asset Offset | 16.69 | 101M | — |
Cash And Cash Equivalents | 16.37 | 99M | Cash and Equivalents |
Cash Offset | 14.20 | 86M | — |
U.S. Bank Money Market Deposit Account | 2.28 | 14M | Cash and Equivalents |
Frontdoor Inc | 1.50 | 9M | Consumer Cyclical |
JPMorgan Chase & Co | 1.24 | 7M | Financial Services |
AbbVie Inc | 1.24 | 7M | Healthcare |
Wells Fargo & Co | 1.11 | 7M | Financial Services |
Samsung Electronics Co Ltd | 1.01 | 6M | Technology |
L3Harris Technologies Inc | 0.96 | 6M | Industrials |
United States