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BPIRX Boston Partners Long/Short Rsrch Instl Forecast, Technical & Fundamental Analysis

Category LongShort
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), ABBVIE (NYSE:ABBV), Bank of America Corp (NYSE:BAC), Wells Fargo & Co (NYSE:WFC), Abbott Laboratories (NYSE:ABT), Booking Holdings (NASDAQ:BKNG), MARATHON PETROLEUM Corp (NYSE:MPC).

Industry description

The investment seeks long-term total return. The fund actively 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 cash proceeds from short sales (i.e. sales of securities the fund does not own) are invested in short-term cash instruments to produce a return on such proceeds just below the federal funds rate. The fund invests, both long and short, in equity securities issued by large-, mid- and small (or "micro")-cap companies, as well as other instruments that are convertible into equity securities.

Market Cap

The average market capitalization across the Boston Partners Long/Short Rsrch Instl MF is 422.24B. The market cap for tickers in the group ranges from 43.57B to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is AMP at 43.57B.

Volume

The average weekly volume growth across all stocks in the Boston Partners Long/Short Rsrch Instl MF was 30%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was 12%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 59
P/E Growth Rating: 30
Price Growth Rating: 22
SMR Rating: 28
Profit Risk Rating: 18
Seasonality Score: 36 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LongShort

Profile
Fundamentals
Details
Category
Long-Short Equity
Address
RBB Fund Inc (Robeco)909 Third Avenue, 32nd FloorNew York
Phone
888-261-4073
Web
www.robecoinvest.com
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BPIRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BPIRX has been loosely correlated with NLSCX. These tickers have moved in lockstep 54% of the time. This A.I.-generated data suggests there is some statistical probability that if BPIRX jumps, then NLSCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BPIRX
1D Price
Change %
BPIRX100%
-0.06%
NLSCX - BPIRX
54%
Loosely correlated
N/A
GARIX - BPIRX
43%
Loosely correlated
-0.25%
QLERX - BPIRX
43%
Loosely correlated
+0.30%
QLENX - BPIRX
43%
Loosely correlated
+0.31%
REMIX - BPIRX
42%
Loosely correlated
-0.53%
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