The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Elevance Health (NYSE:ELV), Canadian Natural Resources Limited (NYSE:CNQ).
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.
The average market capitalization across the Boston Partners Long/Short Equity Instl MF is 176.03B. The market cap for tickers in the group ranges from 2.01B to 1.65T. GOOGL holds the highest valuation in this group at 1.65T. The lowest valued company is ARCO at 2.01B.
The average weekly volume growth across all stocks in the Boston Partners Long/Short Equity Instl MF was -28%. For the same stocks of the MF, the average monthly volume growth was -31% and the average quarterly volume growth was -10%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 44
P/E Growth Rating: 43
Price Growth Rating: 46
SMR Rating: 54
Profit Risk Rating: 47
Seasonality Score: -23 (-100 ... +100)