About BPIRX
Boston Partners Long/Short Research Fund Institutional Class is a long-short equity mutual fund designed to seek long-term total return through an active investment approach. The fund employs a strategy that combines long positions in stocks its adviser believes are undervalued with short positions in stocks deemed overvalued. This balanced approach aims to capture upside potential while managing downside risk, distinguishing the fund within the long-short equity category. Its investment universe spans large-, mid-, and small-cap companies, providing broad equity market exposure and enabling the portfolio to adapt across sectors and market cycles. The fund is known for its institutional share class structure, featuring a relatively high minimum initial investment and a competitive expense ratio within its peer group. With a history dating back to 2010, it leverages fundamental research and quantitative analysis to guide its security selection process, reflecting the expertise of Boston Partners' analytical team. The fund typically holds a diversified portfolio, with allocations to sectors like financials, healthcare, and communication services, as well as positions in cash and money market instruments to facilitate flexible short sales and manage overall volatility.
Fund Family Boston Partners
Category Long-Short Equity
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol BPIRX
Share Class Institutional Class
Index S&P 500 TR
BPIRX had a total return of 14.59% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.78%.
