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Morningstar

Boston Partners Long/Short Rsrch Instl BPIRX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 14.15  /  0.57 %
  • Total Assets 777.7 Mil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.950%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.30%
  • Turnover 85%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 1:32 AM GMT+00:00

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 decent sampler of the firm’s stock-picking group.

Analyst

Summary

| by Hyunmin Kim

Boston Partners Long/Short Research benefits from the firm’s well-established stock-picking process but lacks more involved portfolio-level oversight. Both of its share classes retain their Morningstar Analyst Rating of Neutral.

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