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.
Boston Partners Long/Short Rsrch Instl BPIRX
NAV / 1-Day Return
17.55
/
0.28
%
Total Assets
808.2 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.
1.380%
Expense Ratio
2.210%
Fee Level
Average
Longest Manager Tenure
11.07
years
Category
Long-Short Equity
Investment Style
Large ValueMin. Initial Investment
100,000
Status
Open
TTM Yield
0.00%
Turnover
66%
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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.
An analyst-driven strategy that could use more oversight.
