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Boston Partners Long/Short Equity Fund Institutional Class (BPLSX)

19.79
Net Asset Value
-0.20%
1 Day
+10.93%
Year-to-Date
Overall Morningstar Rating
Long-short equity
Style or Category
No Load
Sales Expenses
5.64%
Expense Ratio
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. 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.

Performance

1 month+0.30% 3 years+5.33%
3 months+7.19% 5 years+7.68%
1 year+10.50% Since inception+10.99%
Data through --

Peer Comparisonvs. Long-short equity

 BPLSXCategory
Performance 5-yr return+7.68%+3.52%
Expense ratio5.64%1.91%
Risk 5 year sharpe ratio0.980.30
Net assets$767.6M$266.0M
Average market cap$9.5B$40.4B
Average P/E16.917.2
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$100,000.00
Minimum IRA investment--

Holdings

U.S. stock75.96%
International stock14.09%
Cash9.73%
Fixed income0.22%
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
BRKB Berkshire Hathaway2.18%
JPM JPMorgan Chase1.74%
MHLD Maiden Holdings Ltd1.59%
XOM Exxon Mobil1.51%
-- 1.44%
MRK Merck1.41%
NFLX Netflix1.40%
MSFT Microsoft1.39%
IBM IBM1.38%
EQT EQT Corp1.37%

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