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    Boston Partners Long/Short Equity Inv (BPLEX)

    18.38 Down 0.06(0.33%) Apr 29
    Prev Close:18.44
    YTD Return*:8.22%
    Net Assets*:720.83M
    Yield*:N/A

    * As of 31-Mar-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    MHLD3.29N/A
    BRK.B3.23N/A
    C2.95N/A
    NFLX2.90N/A
    MRK2.80N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:720.83M
    Category:Long/Short Equity
    Annual Report Expense Ratio (net):2.72%

    Performance & Risk

    YTD Return:8.22%
    5y Avg Return:6.95%
    Rank in Category (ytd):1
    % Rank in Category (ytd):0.2%
    Beta (3y):0.23
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks long-term capital appreciation while reducing exposure to general equity market risk and a total return greater than that of the S&P 500® Index. 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. View More
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