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
Above Average
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 over a full market cycle. 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+2.27% 3 years+6.93%
3 months+0.84% 5 years+5.26%
1 year+7.02% Since inception+10.02%
Data through --

Peer Comparisonvs. Long-short equity

Performance 5-yr return+5.26%+4.49%
Expense ratio3.06%1.88%
Risk 5 year sharpe ratio0.520.53
Net assets$868.4M$337.5M
Average market cap$10.1B$41.2B
Average P/E15.818.4
Portfolio turnover63%63%

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Fund Management and Purchase Info

Fund familyBoston Partners
Fund manager & tenureRobert Jones / 19 Years
Minimal initial investment$2,500.00
Minimum IRA investment--


U.S. stock46.75%
International stock15.88%
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
VXX iPath® S&P 500 VIX Short-Term Futures™ ETN2.11%
TSLA Tesla1.89%
C Citigroup1.85%
BAC Bank of America1.68%
CVX Chevron1.34%
TLT iShares 20+ Year Treasury Bond ETF1.07%
MET Metlife1.06%
BRKB Berkshire Hathaway1.05%
SLB Schlumberger1.04%
JNJ Johnson & Johnson1.02%