Boston Partners Longshort Fund Quote
| BPIRX Fund | USD 13.68 0.05 0.36% |
PerformanceWeak
| Odds Of DistressLow
|
Boston Partners is trading at 13.68 as of the 23rd of March 2025; that is 0.36 percent down since the beginning of the trading day. The fund's open price was 13.73. Boston Partners has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
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 are invested in short-term cash instruments to produce a return on such proceeds just below the federal funds rate. More on Boston Partners Longshort
Moving together with Boston Mutual Fund
Boston Mutual Fund Highlights
| Thematic Idea | Long Short Funds (View all Themes) |
| Fund Concentration | Boston Partners Funds, Large Funds, Long-Short Equity Funds, Long Short Funds, Long-Short Equity, Boston Partners, Large, Long-Short Equity (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 31st of December 2022 |
| Fiscal Year End | August |
Boston Partners Longshort [BPIRX] is traded in USA and was established 23rd of March 2025. Boston Partners is listed under Boston Partners category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Boston Partners family. The entity is thematically classified as Long Short Funds. This fund currently has accumulated 698.96 M in assets under management (AUM) with no minimum investment requirementsBoston Partners Longshort is currently producing year-to-date (YTD) return of 0.37% with the current yeild of 0.01%, while the total return for the last 3 years was 7.44%.
Check Boston Partners Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Boston Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Boston Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Boston Partners Longshort Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Boston Partners Longshort Mutual Fund Constituents
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| DXC | DXC Technology Co | Stock | Information Technology | |
| AMP | Ameriprise Financial | Stock | Financials | |
| NTAP | NetApp Inc | Stock | Information Technology | |
| MDLZ | Mondelez International | Stock | Consumer Staples | |
| FLEX | Flex | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| UPS | United Parcel Service | Stock | Industrials |
Boston Partners Longshort Risk Profiles
| Mean Deviation | 0.4544 | |||
| Standard Deviation | 0.607 | |||
| Variance | 0.3685 | |||
| Risk Adjusted Performance | (0.02) |
Boston Partners Against Markets
Other Information on Investing in Boston Mutual Fund
Boston Partners financial ratios help investors to determine whether Boston Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Boston with respect to the benefits of owning Boston Partners security.
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