B
Boston Partners Long/Short Equity Fund Institutional Class BPLSX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings BPLSX-NASDAQ Click to
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Rating B
Reward Index Fair
Reward Grade C+
Risk Index Excellent
Risk Grade A-
Company Info BPLSX-NASDAQ Click to
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Provider Boston Partners
Manager/Tenure (Years) Patrick Regan (6)
Website http://www.bostonpartners.com
Fund Information BPLSX-NASDAQ Click to
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Fund Name Boston Partners Long/Short Equity Fund Institutional Class
Category Long-Short Equity
Sub-Category Long/Short Equity
Prospectus Objective Growth
Inception Date Nov 17, 1998
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 BPLSX-NASDAQ Click to
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Dividend Yield 0.55%
Dividend BPLSX-NASDAQ Click to
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Dividend Yield (Forward) 2.42%
Asset Allocation BPLSX-NASDAQ Click to
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Cash 36.90%
Stock 77.44%
U.S. Stock 47.99%
Non-U.S. Stock 29.45%
Bond 0.00%
U.S. Bond 0.00%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net -14.34%
Price History BPLSX-NASDAQ Click to
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7-Day Total Return -1.25%
30-Day Total Return -1.40%
60-Day Total Return 2.94%
90-Day Total Return -1.99%
Year to Date Total Return 2.94%
1-Year Total Return 12.74%
2-Year Total Return 28.03%
3-Year Total Return 38.19%
5-Year Total Return 97.12%
Price BPLSX-NASDAQ Click to
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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 --
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NAV BPLSX-NASDAQ Click to
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Nav $12.60
1-Month Low NAV $12.60
1-Month High NAV $12.98
52-Week Low NAV $12.17
52-Week Low NAV (Date) Dec 30, 2024
52-Week High NAV $15.63
52-Week High Price (Date) Nov 11, 2024
Beta / Standard Deviation BPLSX-NASDAQ Click to
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Beta 0.57
Standard Deviation 12.34
Balance Sheet BPLSX-NASDAQ Click to
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Total Assets 68.44M
Operating Ratios BPLSX-NASDAQ Click to
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Expense Ratio 2.04%
Turnover Ratio 35.00%
Performance BPLSX-NASDAQ Click to
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Last Bull Market Total Return 16.35%
Last Bear Market Total Return -3.66%
Weiss Ratings