Mutual Funds - Profile

Boston Partners Long-Short Research Fund

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Rank

Universe Rank

Summary

The fund seeks total return in the long term by investing in companies across any size in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The process utilizes a hedged strategy.

Next, the research team invests in long positions in securities that are estimated to trade below their fair values.

Also, the team takes short positions in securities that are overvalued.

In selecting securities for the portfolio, the research team focuses on value, More

Price

  • Last Close
  • $17.48
    +0.02
  • 52 Week HL
  • $17.48 - $12.8
  • Net Assets
  • $812 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Facebook Inc 1.58
Alphabet Inc 0.86
Philip Morris 0.85
UnitedHealth Group 0.83
Microsoft Corporation 0.82
Company Holding
Bank Of 0.81
ASGN Incorporated 0.81
Coca Cola 0.80
AbbVie Inc 0.79
AutoZone Inc 0.76
Total 8.91%

Manager

  • Name
  • Joseph F. Feeney, Jr.
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
19.1 % YTD

  • 3 Year
  • 12%
  • 5 Year
  • 22.44%
  • Best
  • 19.08%
    2021
  • Worst
  • -10.59%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
BPIRX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 20%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 6.9% -18.5% 3.9% -0.8% 2.5% -0.5% 0.5% 1.6% 4.7% 7.7% -
Q2 6.7% 0.2% 0.9% -1.6% 1% -0.6% 0.9% 1.6% 1.6% -4% -
Q3 1.3% 0.3% 1% 2.4% 2.3% 2.6% -3.6% 0.5% 3.3% 5.5% -
Q4 1.3% 12% 2.3% -9.9% 3.6% 2.3% 3.6% 3.5% 6.9% 3.2% -

Returns +
M

J F M A M J J A S O N D
2021 -3.7% 5.6% 5.1% 3.9% 3.2% -0.4% -0.5% 1.8% 0.1% 3% - -
2020 -3% -5.7% -10.9% 2.2% -0.6% -1.3% 0.9% 1.7% -2.3% -0.4% 9% 3.2%

Annual Return

Index Comparison

Alpha

NAV