Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Boston Partners Long/Short Equity Fund Investor Class (BPLEX)

Net Asset Value
1 Day
Overall Morningstar Rating
Long-short equity
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation while reducing exposure to general equity market risk and a total return greater than that of the S&P 500  Index. 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.


1 month+0.70% 3 years+5.51%
3 months+0.76% 5 years+7.67%
1 year+8.31% Since inception+10.49%
Data through --

Peer Comparisonvs. Long-short equity

Performance 5-yr return+7.67%+5.86%
Expense ratio5.89%1.94%
Risk 5 year sharpe ratio1.110.67
Net assets$841.2M$267.0M
Average market cap$8.3B$30.2B
Average P/E16.016.4
Portfolio turnover75%75%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyBoston Partners
Fund manager & tenureRobert Jones / 17 Years
Minimal initial investment$2,500.00
Minimum IRA investment--


U.S. stock83.04%
International stock16.11%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 21.92%
Industrial materials 13.35%
Consumer goods 12.05%
Consumer service 10.73%
Business service 9.50%
Top 10 Holdings
Portfolio weighting
C Citigroup2.28%
BAC Bank of America2.21%
BRKB Berkshire Hathaway1.97%
JPM JPMorgan Chase1.64%
NFLX Netflix1.54%
MHLD Maiden Holdings Ltd1.45%
EQT EQT Corp1.40%
XOM Exxon Mobil1.40%
MRK Merck1.39%
IBM IBM1.36%