Dow Down 0.32% Nasdaq Down 0.62%

Boston Partners Long/Short Equity Instl (BPLSX)

19.84 Down 0.06(0.30%) Apr 29
Prev Close:19.90
YTD Return*:8.30%
Net Assets*:720.83M
Yield*:N/A

* As of 31-Mar-16

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

Headlines

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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):2.47%

Performance & Risk

YTD Return:8.30%
5y Avg Return:7.22%
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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