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Boston Partners Long/Short Rsrch Instl BPIRX

Analyst rating as of
NAV / 1-Day Return
17.55  /  0.28 %
Total Assets
808.2 Mil
Adj. Expense Ratio
1.380%
Expense Ratio
2.210%
Fee Level
Average
Longest Manager Tenure
11.07 years
Category
Long-Short Equity
Investment Style
Large Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.00%
Turnover
66%
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Morningstar’s Analysis

Will BPIRX outperform in future?

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

An analyst-driven strategy that could use more oversight.

Senior Analyst

Summary

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Eight sector analysts with limited experience managing money are responsible for running sleeves of Boston Partners Long/Short Research, putting it in less-experienced hands. It also lacks a disciplined approach to portfolio construction, which drives a Morningstar Analyst Rating downgrade to Neutral.

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