About BPRRX
The Boston Partners Long/Short Research Fund Investor Shares is a mutual fund that seeks to deliver long-term total return by employing a long/short equity strategy. The fund invests in long positions in stocks its management team deems undervalued, while also taking short positions in companies projected to underperform or considered overvalued by their analysis. This approach aims to exploit both rising and falling segments within the equity markets, providing a unique risk-return profile compared to traditional long-only funds.
The fund is classified within the long-short equity category, with a mid-value investment style, and maintains diversified holdings across various sectors such as financial services, healthcare, consumer cyclicals, and communication services. It has a moderately high turnover, indicating active portfolio management, and includes significant allocations to cash and cash equivalents as part of its risk management and tactical flexibility. Boston Partners, the fund's adviser, leverages a research-driven and fundamental analysis process, supported by an experienced team specializing in sectors like emerging markets, technology, energy, and financials. This fund serves as a tool for investors seeking potential returns in both upward and downward market environments, as well as for those looking to diversify equity exposure while mitigating market risk.
Fund Family Boston Partners
Category Long-Short Equity
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol BPRRX
Share Class Investor Class
Index S&P 500 TR
BPRRX had a total return of 14.22% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.86%.
