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BPLSX Boston Partners Long/Short Equity Instl

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Fund BPLSX Boston Partners Long/Short Equity Instl
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Annual Fees
(2.46% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.78% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 13.82%
3 YR 6.49%
5 YR 8.80%
10 YR 10.75%
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. 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.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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