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 Institutional Class (BPLSX)

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 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.


1 month-1.49% 3 years+5.26%
3 months+5.91% 5 years+7.59%
1 year-0.11% Since inception+10.88%
Data through --

Peer Comparisonvs. Long/short equity

Performance 5-yr return+7.59%+5.78%
Expense ratio4.33%1.88%
Risk 5 year sharpe ratio1.050.70
Net assets$625.1M$345.1M
Average market cap$7.4B$38.4B
Average P/E15.116.7
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 familyRobeco Investment Funds
Fund manager & tenureRobert Jones / 16 Years
Minimal initial investment$100,000.00
Minimum IRA investment$100,000.00


U.S. stock52.70%
International stock22.94%
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
AIG AIG5.30%
XOM Exxon Mobil5.06%
BRKB Berkshire Hathaway4.53%
JPM JPMorgan Chase4.45%
MHLD Maiden Holdings Ltd4.34%
C Citigroup4.00%
-- 3.94%
NFLX Netflix3.72%
BAC Bank of America3.56%
BOX Box Inc3.35%