Boston Partners Long/Short Research leans on the firm’s best stock-pickers, but it lacks the structure of funds with more-involved portfolio manager oversight. All of its share classes retain a Morningstar Analyst Rating of Neutral.
Boston Partners Long/Short Rsrch Instl BPIRX
NAV / 1-Day Return
16.42
/
1.30
%
Total Assets
784.9 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.410%
Expense Ratio
2.150%
Fee Level
Average
Longest Manager Tenure
11.65
years
Category
Long-Short Equity
Investment Style
Large BlendMin. Initial Investment
100,000
Status
Open
TTM Yield
0.00%
Turnover
61%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Too many cooks in this kitchen.
