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Logo for Fund Boston Partners Long/Short Equity Fund Investor Class

Boston Partners Long/Short Equity Fund Investor Class (BPLEX)

NASDAQ Currency in USD
$69.00
-$0.64
-0.92%
Last Update: 18 Jul 2026, 08:04
Assets Under Management
Expense Ratio
1.67%
Forward Dividend Yield
$47.62-$95.32
52 Week Range

BPLEX Price Chart

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BPLEX Fund Profile

Key details and information about Boston Partners Long/Short Equity Fund Investor Class (BPLEX).

Sector Focus

Financial Services

Industry

Asset Management - Leveraged

Inception Date

16 Nov 1998

Country

US

Description

This investment vehicle strives for significant long-term capital appreciation while simultaneously diminishing its susceptibility to broad equity market volatility. Its objective is to deliver a total return that surpasses the S&P 500® Index over a full market cycle. The fund implements a strategy of establishing "long" positions in stocks identified by the Adviser as undervalued, concurrently taking "short" positions in those the Adviser deems overvalued. Under typical circumstances, the Adviser plans to commit a minimum of 80% of the fund's net assets, encompassing borrowed capital for investment purposes, to equity securities. Furthermore, the Adviser anticipates that, under normal market conditions, the fund's long positions will generally not exceed approximately 125% of its net assets.

BPLEX Fund Performance

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