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

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:25 PM ET

$13.50 USD

-0.07 (-0.52%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 23.62 2
3 months 7.68 1
6 months 21.09 11
1 Year 30.60 2
3 Year 24.85 9
5 Year 19.01 1
10 Year 10.72 67

* 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) 843.13

Load Adjusted Returns as of Sep 30, 2026

1 Year 30.60
5 Year 19.01
10 Year 10.72
Since Inception 10.37

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 2.08 12.45 7.68 NA
2025 2.62 9.47 7.78 5.64
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 23.6227.9313.0414.916.9131.71-6.588.83-15.722.5422.18
% Total Return Rel to Index 10.889.71-11.97-11.3225.113.03-24.98-22.65-11.32-19.2410.25
% Total Return Rel to Peer 14.3115.21-6.34-8.0826.619.65-26.50-19.59-8.85-18.1314.37
% Perf Quintile vs Peer* 1.001.004.004.001.001.005.005.005.005.001.00
% Dividends 0.000.010.050.240.000.000.000.000.000.000.00
% Yield 0.080.100.460.110.000.000.000.000.000.000.00
Capital Gains ($) 0.001.142.622.701.770.644.511.751.530.170.00
Expense Ratio 2.212.212.212.212.212.222.502.702.622.642.71

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