Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Boston Partners Long/Short Equity Instl BPLSX
- NAV / 1-Day Return 15.36 / +0.46 %
- Total Assets 63.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 2.020%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Long-Short Equity
- Investment Style Mid Blend
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 1.49%
- Turnover 44%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:50 PM GMT+0
Morningstar’s Analysis BPLSX
Will BPLSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 21.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Cash And Cash Equivalents | 20.08 | 12.0 Mil | Cash and Equivalents |
Asset Offset | 20.07 | 12.0 Mil | — |
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