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Boston Partners Long/short Research Fund Institutional Class (BPIRX)

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15.47 -0.02    -0.13%
00:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Boston Partners
Underlying:  S&P 500 TR
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 613.21M
Boston Partners Long/Short Rsrch Instl 15.47 -0.02 -0.13%

Boston Partners Long/short Research Fund Institutional Class Overview

 
Find basic information about the Boston Partners Long/short Research Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add BPIRX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US74925K5810)
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Rating
1-Year Change7.8%
Prev. Close15.49
Risk Rating
TTM Yield2.07%
ROE22.57%
IssuerBoston Partners
Turnover28%
ROA6.26%
Inception DateSep 30, 2010
Total Assets613.21M
Expenses1.88%
Min. Investment100,000
Market Cap38.25B
CategoryLong - Short Equity
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Boston Partners Long/short Research Fund Institutional Class News


Boston Partners Long/short Research Fund Institutional Class Analysis


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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1147 1023 1211 1324 1509 1734
Fund Return 14.66% 2.29% 21.14% 9.81% 8.57% 5.66%
Place in category 33 35 46 18 35 26
% in Category 34 35 50 23 44 55

Top Equity Funds by Boston Partners

  Name Rating Total Assets YTD% 3Y% 10Y%
  Boston Partners All Cap Value Instl 1.29B 11.13 7.76 9.70
  Boston Partners Small Cap Value II 541.88M 9.32 4.08 7.58
  Boston Partners Global Equity Instl 238.55M 14.32 9.91 8.20
  Boston Partners All Cap Value Inv 224.9M 11.93 9.56 9.73
  Boston Partners Global Long/Short I 147.96M 11.48 13.54 6.20

Top Funds for Long-Short Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Neuberger Berman Long Short Instl 6.86B 5.27 3.31 5.58
  AQR Long-Short Equity I 1.94B 22.21 25.67 10.46
  Diamond Hill Long-Short I 1.62B 9.80 4.55 6.17
  AB Select US Long/Short Advisor 1.36B 16.13 5.70 7.46
  Calamos Phineus Long/Short I 950.58M 8.61 4.05 -

Top Holdings

Name ISIN Weight % Last Change %
  JPMorgan US46625H1005 1.75 241.16 +0.67%
  AbbVie US00287Y1091 1.54 170.35 -0.43%
  UnitedHealth US91324P1021 1.53 605.87 -1.43%
  Wells Fargo&Co US9497461015 1.39 72.77 +0.23%
  Alphabet A US02079K3059 1.30 178.88 -1.51%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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