Morningstar

Boston Partners Long/Short Rsrch Instl BPIRX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Partners Investment Hub
  • NAV / 1-Day Return 15.15  /  −0.13 %
  • Total Assets 599.0 Mil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.880%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Mid Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 2.08%
  • Turnover 54%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:12 PM GMT+0

Morningstar’s Analysis BPIRX

Will BPIRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BPIRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BPIRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BPIRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Boston Partners Long/ Short Rsrch Instl's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BPIRX

More BPIRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Asset Offset

26.05 146.1 Mil
—

Cash And Cash Equivalents

25.11 140.8 Mil
Cash and Equivalents

JPMorgan Chase & Co

1.77 10.0 Mil
Financial Services

Wells Fargo & Co

1.60 9.0 Mil
Financial Services

UnitedHealth Group Inc

1.53 8.6 Mil
Healthcare

Alphabet Inc Class A

1.26 7.1 Mil
Communication Services

Bank of America Corp

1.23 6.9 Mil
Financial Services

U.S. Bank Money Market Deposit Account

1.21 6.8 Mil
Cash and Equivalents

AbbVie Inc

1.20 6.7 Mil
Healthcare

Booking Holdings Inc

1.07 6.0 Mil
Consumer Cyclical

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