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BPLSX
Mutual Fund ticker: NASDAQ
AS OF
Apr 24 closing price
Price
$12.48
Change
+$0.12 (+0.97%)
Net Assets
67.74M

BPLSX Boston Partners Long/Short Equity Instl Forecast, Technical & Fundamental Analysis

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
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Elevance Health (NYSE:ELV), Canadian Natural Resources Limited (NYSE:CNQ).

Industry description

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.

Market Cap

The average market capitalization across the Boston Partners Long/Short Equity Instl MF is 262.95B. The market cap for tickers in the group ranges from 832.72M to 1.94T. GOOGL holds the highest valuation in this group at 1.94T. The lowest valued company is BBSI at 832.72M.

Volume

The average weekly volume growth across all stocks in the Boston Partners Long/Short Equity Instl MF was 10%. For the same stocks of the MF, the average monthly volume growth was -0% and the average quarterly volume growth was 50%

Fundamental Analysis Ratings

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

Valuation Rating: 41
P/E Growth Rating: 52
Price Growth Rating: 53
SMR Rating: 46
Profit Risk Rating: 19
Seasonality Score: 23 (-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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BPLSX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BPLSX has been loosely correlated with NLSIX. These tickers have moved in lockstep 48% of the time. This A.I.-generated data suggests there is some statistical probability that if BPLSX jumps, then NLSIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BPLSX
1D Price
Change %
BPLSX100%
N/A
NLSIX - BPLSX
48%
Loosely correlated
N/A
NLSAX - BPLSX
47%
Loosely correlated
N/A
NLSCX - BPLSX
47%
Loosely correlated
N/A
DHLSX - BPLSX
45%
Loosely correlated
N/A
DIAMX - BPLSX
43%
Loosely correlated
N/A
More