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Boston Partners Long/Short Rsrch Instl (BPIRX)
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13.99 - YTD Return 13.48%
- Expense Ratio 1.90%
- Category Long-Short Equity
- Last Cap Gain 40.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating --
- Net Assets 554.5M
- Beta (5Y Monthly) 0.37
- Yield 0.79%
- 5y Average Return --
- Holdings Turnover 53.00%
- Last Dividend 0.12
- Inception Date Nov 29, 2010
The fund actively 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 cash proceeds from short sales (i.e. sales of securities the fund does not own) are invested in short-term cash instruments to produce a return on such proceeds just below the federal funds rate. The fund invests, both long and short, in equity securities issued by large-, mid- and small (or "micro")-cap companies, as well as other instruments that are convertible into equity securities.
Boston Partners
Fund Family
Long-Short Equity
Fund Category
554.5M
Net Assets
2010-11-29
Inception Date
Performance Overview: BPIRX
View MoreTrailing returns as of 2025-01-22. Category is Long-Short Equity.
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Holdings: BPIRX
View MoreTop 9 Holdings (11.93% of Total Assets)
Sector Weightings
SectorBPIRX
Financial Services 19.27%
Technology 15.51%
Industrials 15.50%
Healthcare 13.37%
Consumer Cyclical 8.59%
Energy 7.27%
Communication Services 5.22%
Basic Materials 4.49%
Consumer Defensive 4.48%
Utilities 3.94%
Real Estate 2.37%
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