BPLEX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Boston Partners Long/Short Equity I (BPLEX) Ownership - Who owns Boston Partners Long/Short Equity I?

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... Show more

Category: #Long-Short

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Alternative Funds

Fundamentals

BPLEX

Net Assets

64.8M

Fund Existence

over 26 years

Turnover

35.00

Total Expense Ratio

2.29

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Long-Short Equity

Administrative Fee

N/A

Annual Report Gross Expense Ratio

2.97

Assets in Top Ten Holdings

12.1M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

14.7M

Fund Type

OpenEnd

Index Fund

Management Fee

2.25

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

132.00

Number of Net Holdings

203.00

Number of Short Holdings

71.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

20.65%

Gain YTD

-5.355

Annual Yield % from dividends

0.47

Returns for 1 year

-20.03

Returns for 3 years

-32.47

Returns for 5 years

-33.58

Returns for 10 years

-50.02

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General Information

Category LongShort

Profile

Fundamentals

Details