- What does BPLEX invest in?
- This investment vehicle strives for significant long-term capital appreciation while simultaneously diminishing its susceptibility to broad equity market volatility. Its objective is to deliver a total return that surpasses the S&P 500® Index over a full market cycle. The fund implements a strategy of establishing "long" positions in stocks identified by the Adviser as undervalued, concurrently taking "short" positions in those the Adviser deems overvalued. Under typical circumstances, the Adviser plans to commit a minimum of 80% of the fund's net assets, encompassing borrowed capital for investment purposes, to equity securities. Furthermore, the Adviser anticipates that, under normal market conditions, the fund's long positions will generally not exceed approximately 125% of its net assets.
- What is the expense ratio of BPLEX?
- Boston Partners Long/Short Equity Fund Investor Class (BPLEX) charges an expense ratio of 2.01%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BPLEX?
- Boston Partners Long/Short Equity Fund Investor Class (BPLEX) is one share class of a fund that manages $134.8M across all of its share classes (BPLSX reports the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.
- Is BPLEX actively managed or an index fund?
- BPLEX is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (BPLEX's is 2.01%) because there's no security selection cost.
- When was BPLEX launched?
- Boston Partners Long/Short Equity Fund Investor Class (BPLEX) launched in November 1998 and is managed by the fund issuer.
- How has BPLEX performed?
- BPLEX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
