FMP
Boston Partners Long/Short Equity Fund Investor Class
BPLEX
NASDAQ
The investment seeks long-term capital appreciation while reducing exposure to general equity market risk and a total return greater than that of the S&P 500® Index over a full market cycle. The fund invests in long positions in stocks identified by the Adviser as undervalued and takes short positions in stocks that the Adviser has identified as overvalued. The Advisor intends, under normal circumstances, to invest at least 80% of its net assets (including borrowings for investment purposes) in equity securities. Under normal circumstances, the Adviser expects that the fund's long positions will not exceed approximately 125% of the fund's net assets.
9.39 USD
0.05 (0.532%)
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
191.72M
272.98M
286.91M
355.17M
472.84M
511.31M
552.91M
597.9M
646.54M
699.14M
-
42.39
5.1
23.79
33.13
8.14
8.14
8.14
8.14
20.42M
51.46M
29.47M
33.27M
-13.64M
47.3M
51.15M
55.31M
59.81M
64.68M
10.65
18.85
10.27
9.37
-2.89
9.25
9.25
9.25
9.25
13.23M
44.88M
13.07M
14.21M
-13.64M
29.67M
32.08M
34.69M
37.52M
40.57M
6.9
16.44
4.56
4
-2.89
5.8
5.8
5.8
5.8
7.19M
6.58M
16.4M
19.06M
-
17.63M
19.07M
20.62M
22.3M
24.11M
3.75
2.41
5.71
5.37
-
3.45
3.45
3.45
3.45
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
8.98M
4.66M
4.6M
4.31M
4.6M
10.41M
11.26M
12.18M
13.17M
14.24M
4.69
1.71
1.6
1.21
0.97
2.04
2.04
2.04
2.04
20.12M
21.56M
30.07M
42.31M
46.86M
51.84M
56.06M
60.62M
65.55M
70.89M
10.49
7.9
10.48
11.91
9.91
10.14
10.14
10.14
10.14
64.53M
70.75M
97.66M
131.31M
126.35M
160.86M
173.95M
188.1M
203.41M
219.96M
33.66
25.92
34.04
36.97
26.72
31.46
31.46
31.46
31.46
9.12M
10.64M
10.9M
27.19M
31M
27.27M
29.49M
31.89M
34.48M
37.29M
4.76
3.9
3.8
7.66
6.56
5.33
5.33
5.33
5.33
-3.89M
-11.42M
-12.13M
-10M
-8.47M
-15.39M
-16.64M
-17.99M
-19.46M
-21.04M
-2.03
-4.18
-4.23
-2.82
-1.79
-3.01
-3.01
-3.01
-3.01
9.1
3.15M
17.42
14.83
96.72M
28.64M
125.37M
77.15
22.85
10.36
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
191.72M
272.98M
286.91M
355.17M
472.84M
511.31M
552.91M
597.9M
646.54M
699.14M
20.42M
51.46M
29.47M
33.27M
-13.64M
47.3M
51.15M
55.31M
59.81M
64.68M
13.23M
44.88M
13.07M
14.21M
-13.64M
29.67M
32.08M
34.69M
37.52M
40.57M
14.86
14.86
14.86
14.86
14.86
14.86
14.86
14.86
14.86
14.86
9.26M
35.29M
10.23M
-986.67k
-11.62M
18.51M
20.02M
21.65M
23.41M
25.31M
7.19M
6.58M
16.4M
19.06M
-
17.63M
19.07M
20.62M
22.3M
24.11M
20.12M
21.56M
30.07M
42.31M
46.86M
51.84M
56.06M
60.62M
65.55M
70.89M
64.53M
70.75M
97.66M
131.31M
126.35M
160.86M
173.95M
188.1M
203.41M
219.96M
9.12M
10.64M
10.9M
27.19M
31M
27.27M
29.49M
31.89M
34.48M
37.29M
-3.89M
-11.42M
-12.13M
-10M
-8.47M
-15.39M
-16.64M
-17.99M
-19.46M
-21.04M
-62.96M
24.31M
-20.67M
-21.54M
-15.86M
-22.47M
7.36M
7.96M
8.61M
9.31M
10.36
10.36
10.36
10.36
10.36
-20.36M
6.04M
5.92M
5.8M
5.69M
3.1M
10.36
9.35M
94.9M
57.98M
61.08M
92.12M
-31.04M
3.15M
-9.86
-9.86 1.923%