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

18.85
Net Asset Value
-0.53%
1 Day
-4.36%
Year-to-Date
Overall Morningstar Rating
Long/short equity
Style or Category
No Load
Sales Expenses
4.33%
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+2.28% 3 years+4.28%
3 months-2.99% 5 years+9.50%
1 year-9.39% Since inception+10.46%
Data through --

Peer Comparisonvs. Long/short equity

 BPLSXCategory
Performance 5-yr return+9.50%+7.24%
Expense ratio4.33%1.90%
Risk 5 year sharpe ratio0.930.82
Net assets$585.8M$377.0M
Average market cap$5.0B$44.4B
Average P/E16.618.2
Portfolio turnover65%65%

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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

Holdings

U.S. stock88.37%
International stock77.16%
Fixed income7.23%
Cash0.00%
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
ARII American Railcar Industries Inc16.42%
AIG AIG16.37%
BRKB Berkshire Hathaway15.25%
MHLD Maiden Holdings Ltd15.16%
BOX Box Inc14.63%
ISCA International Speedway Corp13.87%
XOM Exxon Mobil13.60%
-- 13.51%
JPM JPMorgan Chase13.39%
ARRS ARRIS Group Inc13.35%

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