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

(NASDAQ Mutual Funds) As of Jul 14, 2025 08:00 PM ET

$10.33 USD

-0.03 (-0.29%)

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

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 12.35 3
3 months 9.47 55
6 months 12.35 3
1 Year 21.62 8
3 Year 16.08 51
5 Year 17.21 8
10 Year 7.39 86

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 46.71
Bear Market (10/07 - 2/09) -30.18
Bull Market (2/09 - 3/21) 562.37

Load Adjusted Returns as of Jun 30, 2025

1 Year 21.62
5 Year 17.20
10 Year 7.40
Since Inception 9.47

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.62 9.47 NA NA
2024 5.58 -1.09 10.96 -2.44
2023 2.05 1.42 1.98 8.85
2022 3.58 -3.68 -5.66 13.60
2021 13.23 2.63 4.28 8.68
2020 -19.53 7.87 -2.16 9.99

Annual Return

20252024202320222021202020192018201720162015
% Total Return 12.3513.0414.916.9131.71-6.588.83-15.722.5422.18-10.35
% Total Return Rel to Index 6.14-11.97-11.3225.113.03-24.98-22.65-11.32-19.2410.25-11.74
% Total Return Rel to Peer 7.20-6.34-8.0826.619.65-26.50-19.59-8.85-18.1314.37-8.75
% Perf Quintile vs Peer* 0.000.004.001.001.005.005.005.005.001.005.00
% Dividends 0.000.050.240.000.000.000.000.000.000.000.00
% Yield 0.000.460.410.000.000.000.000.000.000.000.00
Capital Gains ($) 0.002.622.701.770.644.511.751.530.170.000.00
Expense Ratio 2.212.212.212.212.222.502.702.622.642.712.72

* 1 = Top 20%, 5 = Bottom 20%