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Boston Partners Long/short Equity Fd Investor Cl: (MF: BPLEX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:16 PM ET

$11.08 USD

0.00 (NA)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

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Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.42 49
3 months 7.53 15
6 months 14.48 9
1 Year 24.32 3
3 Year 16.94 44
5 Year 20.73 1
10 Year 9.53 88

* Annual for three years and beyond.

Zacks Premium Research for BPLEX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Report

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Portfolio Statistics

% Unrealized Gain 29.13
% Yield NA
% SEC Yield NA
Net Assets (Mil $) 1/31/2026 23.06
% Turnover 1/31/2026 54.00

Risk

3 Year 5 Year 10 Year
Beta 0.56 0.54 0.59
Alpha 2.93 10.56 -0.22
R Squared 0.46 0.39 0.47
Std. Dev. 9.60 13.05 12.92
Sharpe 1.27 1.37 3.00

Sector / Country Weightings

As of 1/31/2026 % of Portfolio
Finance 23.35
Technology 21.30
Other 12.02
Industrial Cyclical 9.69
Health 9.44
Services 7.18
Retail Trade 6.53
Non-Durable 5.47
Consumer Durables 2.33
Utilities 1.66
Energy 1.03

Portfolio Holdings

Top Equity Holdings
(As of 11/30/2025)		 % of Portfolio Value (Mil$)
TOTAL*SHORT TERM INVESTME 12.18 11.35
ALPHABET INC CLASS A 3.04 2.83
GALLIFORD TRY 2.36 2.20
BROADCOM INC 2.10 1.95
FAIRFAX FINANCIAL HOLDING 2.09 1.95
TWILIO INC 1.98 1.84
BRITISH AMERICAN TOB SP A 1.96 1.83
NEWMARK GROUP INC 1.73 1.61
BGC GROUP INC 1.67 1.55

Stock Holding % of Net Assets

As Of 11/30/2025
Total Issues 119
Avg. P/E 21.50
Avg. P/Book 3.85
Avg. EPS Growth 10.42
Avg. Market Value (Mil $) 121,100

Composition

% of Portfolio
Stocks 96.41
Foreign Stocks 28.39
Cash 12.78
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other -9.19
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 1.55
Large Value 6.44
Small Growth 0.00
Small Value 8.31
Foreign Stock 7.40
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 23.65
Foreign Bond 6.28
High Yield Bond 0.00