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Boston Partners Long/Short Equity Instl (BPLSX)

15.99 +0.35 (+2.24%)
At close: 8:10:04 AM EDT
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  • Previous Close 15.64
  • YTD Return 9.56%
  • Expense Ratio 1.76%
  • Category Long-Short Equity
  • Last Cap Gain 38.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 113.74M
  • Beta (5Y Monthly) 0.58
  • Yield 0.08%
  • 5y Average Return --
  • Holdings Turnover 54.00%
  • Last Dividend 0.01
  • Inception Date Nov 17, 1998

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.

Boston Partners

Fund Family

Long-Short Equity

Fund Category

113.74M

Net Assets

1998-11-17

Inception Date

Performance Overview

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Trailing returns as of 5/28/2026. Category is Long-Short Equity.

YTD Return

BPLSX
9.56%
Category
9.18%

1-Year Return

BPLSX
36.03%
Category
22.90%

3-Year Return

BPLSX
21.42%
Category
7.45%

5-Year Return

BPLSX
17.12%
Category
7.00%

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Holdings

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Top 9 Holdings (19.09% of Total Assets)

Symbol Company % Assets
005930.KS 2.89%
GOOGL 2.78%
GFRD.L 2.45%
BTI 1.97%
FFH.TO 1.96%
HG 1.87%
KB 1.82%
BGC 1.72%
JNJ 1.64%

Sector Weightings

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