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Boston Partners Long/Short Equity Instl (BPLSX) Fund Ranking and Research

Ranking, Research and Recommendation of Boston Partners Long/Short Equity Instl (BPLSX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Boston Partners Long/Short Equity Instl Fund (BPLSX) ManagerFund Manager - Robert T. Jones

Fund Manager Information

Fund Manager Tenure: 21.1 years
Similar Funds: BPLEX 
Fund Family: Robeco Investment Funds
Fund Category: Long-Short Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)
Jones is a senior portfolio manager employed by Boston Partners. Previously, he served as portfolio manager of the large cap value and large cap focused institutional equity portfolios. Before joining Boston Partners in April 1995, Jones spent seven years with he Boston Company Asset Management, Inc., and he has over nineteen years of investment experience. Jones is a Chartered Financial Analyst holder.  Get more insights on Robert T. Jones

 

Graph of Boston Partners Long/Short Equity Instl Fund (BPLSX) ProfileBoston Partners Long/Short Equity Instl Fund (BPLSX) Profile

Fund Profile and Description

Boston Partners Long/Short Equity Instl Fund seeks long-term capital appreciation and a total return greater than that of S&P 500 index. Boston Partners Long/Short Equity Instl Fund normally invests at least 80% of net assets in equity securities. It may also invest up to 20% of total assets directly in equity securities of foreign issuers. Boston Partners Long/Short Equity Instl Fund may invest up to 15% of net assets in illiquid securities and 20% of net assets in high-yield debt obligations.

 

Boston Partners Long/Short Equity Instl (BPLSX) Fund Strength What we like about Boston Partners Long/Short Equity Instl (BPLSX) Fund

Data for Boston Partners Long/Short Equity Instl Fund (BPLSX) as of May 30, 2016

  • Boston Partners Long/Short Equity Instl Fund (BPLSX) management has been with Boston Partners Long/Short Equity Instl Fund for 21.1 years
  • Boston Partners Long/Short Equity Instl Fund (BPLSX) has good short-term performance (1-year return 12.09% vs -3.77% Long-Short Equity category median performance)
  • Boston Partners Long/Short Equity Instl Fund (BPLSX) has good mid-term performance (3-year return 5.37% vs 2.72% Long-Short Equity category median performance)
  • Boston Partners Long/Short Equity Instl Fund (BPLSX) has good Long-term performance (5-year return 7.58% vs 2.87% Long-Short Equity category median performance)
  • Boston Partners Long/Short Equity Instl Fund (BPLSX) has a Morningstar rating of 4 and above
  • Asset base in Boston Partners Long/Short Equity Instl Fund (BPLSX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Boston Partners Long/Short Equity Instl Fund (BPLSX) has an annual stock turnover rate of 75.00% vs Long-Short Equity average of 218.72%. It is good that Boston Partners Long/Short Equity Instl management does not trade extensively for its return.
  • Boston Partners Long/Short Equity Instl Fund (BPLSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Boston Partners Long/Short Equity Instl Fund (BPLSX) Weakness What we are cautious about Boston Partners Long/Short Equity Instl (BPLSX) Fund

Data for Boston Partners Long/Short Equity Instl Fund (BPLSX) as of May 30, 2016

  • Boston Partners Long/Short Equity Instl Fund (BPLSX) ratio of up-years vs down years can be improved
  • Boston Partners Long/Short Equity Instl Fund (BPLSX) is more volatile than its peers as it has a 3-year Standard Deviation of 8.99 that is higher than category average of 8.81
  • Boston Partners Long/Short Equity Instl Fund (BPLSX) has a higher expense ratio of 2.47% than its Long-Short Equity average of 1.90%
See Boston Partners Long/Short Equity Instl Fund (BPLSX) performance details as of May 30, 2016

 

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Compare Boston Partners Long/Short Equity Instl Fund (BPLSX)Compare with other top Long-Short Equity category mutual funds

Aadditional top Long-Short Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Boston Partners Long/Short Equity Instl11.4912.095.377.58
Burnham Financial Long/Short A (BURFX)-4.536.8212.4710.68Compare
Diamond Hill Long-Short A (DIAMX)2.27-1.425.517.22Compare
Schwab Hedged Equity (SWHEX)1.96-0.826.355.92Compare

See top fund managers for Long-Short Equity Category Funds

 

Graph of Boston Partners Long/Short Equity Instl Fund (BPLSX) Net Asset TrackingBoston Partners Long/Short Equity Instl (BPLSX) Fund Net Asset

Track net asset change of Boston Partners Long/Short Equity Instl fund (BPLSX)

DateNet Asset
05/2016$792.00M
03/2016$720.83M
02/2016$643.23M
More historic net asset information on Boston Partners Long/Short Equity Instl Fund (BPLSX)

  

Graph of Boston Partners Long/Short Equity Instl Fund (BPLSX) Portfolio TrackingBoston Partners Long/Short Equity Instl (BPLSX) Fund Portfolio Allocation

Track portfolio allocation change of Boston Partners Long/Short Equity Instl fund (BPLSX)

DateCashStockBondOther
03/20167.04%92.52%0%0.44%
12/20150.79%99.15%0%0.05%
09/20158.86%90.92%0%0.21%
Click here to see more historic asset allocation information on Boston Partners Long/Short Equity Instl Fund (BPLSX)

 

graph of Boston Partners Long/Short Equity Instl Fund (BPLSX) Top 10 Position TrackingTop 10 Holdings in Boston Partners Long/Short Equity Instl (BPLSX) Fund

Discover what Boston Partners Long/Short Equity Instl Fund (BPLSX) manager is buying

Mar 30, 2016
Berkshire Hathaway Inc B [2.18%]
JP Morgan Chase & Co. Common St [1.74%]
Maiden Holdings, Ltd. [1.59%]
Exxon Mobil Corporation Common [1.51%]
Sprott Inc [1.44%]
Merck & Company, Inc. Common St [1.41%]
Netflix, Inc. [1.4%]
Microsoft Corporation [1.39%]
International Business Machines [1.38%]
EQT Corporation Common Stock [1.37%]

Dec 30, 2015
Maiden Holdings, Ltd. [3.29%]
Berkshire Hathaway Inc B [3.23%]
Citigroup, Inc. Common Stock [2.95%]
Netflix, Inc. [2.9%]
Merck & Company, Inc. Common St [2.8%]
Exxon Mobil Corporation Common [2.8%]
Bank of America Corporation Com [2.71%]
Sprott Inc [2.66%]
Teva Pharmaceutical Industries [2.54%]
Procter & Gamble Company (The) [2.51%]

Sep 29, 2015
American International Group, I [5.3%]
Exxon Mobil Corporation Common [5.06%]
Berkshire Hathaway Inc Class B [4.53%]
JP Morgan Chase & Co. Common St [4.45%]
Maiden Holdings, Ltd. [4.34%]
Citigroup, Inc. Common Stock [4%]
Sprott Inc [3.94%]
Netflix, Inc. [3.72%]
Bank of America Corporation Com [3.56%]
Box, Inc. Class A Common Stock [3.35%]
Click here for Stock Holding Change Map in Boston Partners Long/Short Equity Instl Fund (BPLSX)

  

Latest News on Boston Partners Long/Short Equity Instl (BPLSX) Fund

See what is happening with Boston Partners Long/Short Equity Instl Fund (BPLSX)

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Boston Partners Long/Short Equity Instl Fund (BPLSX) Related ResourcesSee more information on Boston Partners Long/Short Equity Instl (BPLSX) Fund

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