Nasdaq - Delayed Quote USD

Boston Partners Long/Short Rsrch Instl (BPIRX)

14.16
0.00
(0.00%)
At close: 8:00:08 PM EDT
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  • Previous Close 14.16
  • YTD Return 0.81%
  • Expense Ratio 1.90%
  • Category Long-Short Equity
  • Last Cap Gain 40.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 505.07M
  • Beta (5Y Monthly) 0.44
  • Yield 0.78%
  • 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

505.07M

Net Assets

2010-11-29

Inception Date

More about Boston Partners Long/Short Rsrch Instl

Performance Overview: BPIRX

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Trailing returns as of 5/20/2025. Category is Long-Short Equity.

YTD Return

BPIRX
0.81%
Category
9.18%
 

1-Year Return

BPIRX
7.96%
Category
22.90%
 

3-Year Return

BPIRX
7.88%
Category
7.45%
 

5-Year Return

BPIRX
11.73%
Category
7.00%
 

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Holdings: BPIRX

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Sector Weightings

SectorBPIRX
Financial Services   18.80%
Industrials   15.09%
Technology   14.46%
Healthcare   11.64%
Consumer Cyclical   9.07%
Utilities   7.47%
Consumer Defensive   7.13%
Communication Services   4.43%
Basic Materials   4.37%
Real Estate   4.25%
Energy   3.29%
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Recent News: BPIRX

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Research Reports: BPIRX

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