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

17.05
Net Asset Value
+0.65%
1 Day
+3.08%
Year-to-Date
Overall Morningstar Rating
Long/short equity
Style or Category
No Load
Sales Expenses
5.89%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation 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. It normally invests at least 80% of net assets (including borrowings for investment purposes) in equity securities. The fund may also invest up to 20% of total assets directly in equity securities of foreign issuers. It may invest up to 15% of its net assets in illiquid securities.

Performance

1 month+2.59% 3 years+3.53%
3 months-1.60% 5 years+5.93%
1 year+3.90% Since inception+10.34%
Data through --

Peer Comparisonvs. Long/short equity

 BPLEXCategory
Performance 5-yr return+5.93%+4.45%
Expense ratio5.89%1.84%
Risk 5 year sharpe ratio0.770.44
Net assets$585.0M$297.1M
Average market cap$8.3B$45.8B
Average P/E16.218.3
Portfolio turnover75%75%

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Fund Management and Purchase Info

Fund familyRobeco Investment Funds
Fund manager & tenureRobert Jones / 17 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock73.41%
International stock24.99%
Cash1.51%
Fixed income0.09%
Other0.00%
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
MHLD Maiden Holdings Ltd3.29%
BRKB Berkshire Hathaway3.23%
C Citigroup2.95%
NFLX Netflix2.90%
MRK Merck2.80%
XOM Exxon Mobil2.80%
BAC Bank of America2.71%
-- 2.66%
TEVA Teva Pharmaceutical2.54%
PG Procter & Gamble2.51%

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