Boston Partners Long/short Equity Fund Insti Cl: (MF: BPLSX)
(NASDAQ Mutual Funds) As of Aug 1, 2024 08:00 PM ET
$14.34 USD
-0.13 (-0.90%)
Fund Description
The fund was incepted in November 1998 and is managed by Boston Partners Asset Management, LLC. The fund seeks long-term capital appreciation while minimizing exposure to general equity market risk. The fund seeks a total return greater than that of U.S. 1-Month Treasury Bill Index. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities. The fund may invest 20% of its total assets directly in equity securities of foreign issuers and about 15% in illiquid securities, including securities that are illiquid by virtue of the absence of a readily available market or legal or contractual restrictions on resale. The fund declares and pays dividends and capital gains annually.
Load Information
Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
---|---|---|---|---|---|---|---|
Boston Partners Long/Short Eq Inst | BPLSX | NA | NA | 0.00 | 0.00 | 2.25 | 1.96 |
Return Data
Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
---|---|---|---|---|---|---|---|
Robeco BP Long/Short Eq Inst | BPLSX | 14.34 | 11/30/1998 | 0.00 | 16.16 | 13.55 | 10.82 |
Robeco BP Long/Short Eq Inv | BPLEX | 11.05 | 11/30/1998 | 0.00 | 15.93 | 13.29 | 10.55 |
Investment Information
Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
---|---|---|---|---|---|
Boston Partners Long/Short Eq Inst | BPLSX | 100000 | 5000 | 0 | A |
Contact Information
Family | BostonPartners |
Address | One Grand Central Place, 60 East 42nd St, Sui New York, NY 10165 |
Phone | 888 261-4073 |