Boston Partners Long/Short Research Fund Institutional Class
BPIRX
NASDAQ
| Weiss Ratings | BPIRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Excellent | |||
| Risk Grade | A- | |||
| Company Info | BPIRX-NASDAQ | Click to Compare |
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| Provider | Boston Partners | |||
| Manager/Tenure (Years) | Joseph F. Feeney (15), Scott Burgess (3) | |||
| Website | http://www.bostonpartners.com | |||
| Fund Information | BPIRX-NASDAQ | Click to Compare |
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| Fund Name | Boston Partners Long/Short Research Fund Institutional Class | |||
| Category | Long-Short Equity | |||
| Sub-Category | Long/Short Equity | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Sep 30, 2010 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 100,000.00 | |||
| Minimum Subsequent Investment | 5,000.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BPIRX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.90% | |||
| Dividend | BPIRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.79% | |||
| Asset Allocation | BPIRX-NASDAQ | Click to Compare |
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| Cash | 33.08% | |||
| Stock | 66.36% | |||
| U.S. Stock | 58.49% | |||
| Non-U.S. Stock | 7.87% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.55% | |||
| Price History | BPIRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.84% | |||
| 30-Day Total Return | -0.13% | |||
| 60-Day Total Return | 1.94% | |||
| 90-Day Total Return | 3.33% | |||
| Year to Date Total Return | 8.04% | |||
| 1-Year Total Return | 13.38% | |||
| 2-Year Total Return | 24.91% | |||
| 3-Year Total Return | 46.50% | |||
| 5-Year Total Return | 68.80% | |||
| Price | BPIRX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BPIRX-NASDAQ | Click to Compare |
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| Nav | $15.17 | |||
| 1-Month Low NAV | $15.09 | |||
| 1-Month High NAV | $15.41 | |||
| 52-Week Low NAV | $13.75 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $15.66 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | BPIRX-NASDAQ | Click to Compare |
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| Beta | 0.44 | |||
| Standard Deviation | 8.08 | |||
| Balance Sheet | BPIRX-NASDAQ | Click to Compare |
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| Total Assets | 625.98M | |||
| Operating Ratios | BPIRX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.84% | |||
| Turnover Ratio | 65.00% | |||
| Performance | BPIRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 19.39% | |||
| Last Bear Market Total Return | -3.57% | |||