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Boston Partners Long/short Equity Fund Insti Cl: (MF: BPLSX)

(NASDAQ Mutual Funds) As of Aug 5, 2026 05:11 PM ET

$17.87 USD

+0.03 (0.17%)

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, 2026

Total Return %* Percentile Rank Objective
YTD 14.92 23
3 months 12.52 63
6 months 14.92 23
1 Year 31.08 10
3 Year 22.91 10
5 Year 18.54 1
10 Year 10.49 78

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 48.55
Bear Market (10/07 - 2/09) -29.92
Bull Market (2/09 - 3/21) 774.84

Load Adjusted Returns as of Jun 30, 2026

1 Year 31.08
5 Year 18.53
10 Year 10.49
Since Inception 10.56

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 2.13 12.52 NA NA
2025 2.69 9.54 7.84 5.76
2024 5.56 -1.01 11.08 -2.41
2023 2.14 1.46 1.99 8.98
2022 3.66 -3.66 -5.63 13.75
2021 13.28 2.72 4.34 8.73

Annual Return

20262025202420232022202120202019201820172016
% Total Return 14.9228.3113.2715.207.1932.02-6.339.10-15.482.7622.47
% Total Return Rel to Index -1.2910.09-11.74-11.0325.393.34-24.73-22.38-11.09-19.0210.54
% Total Return Rel to Peer 0.9815.60-6.11-7.7926.899.96-26.25-19.32-8.62-17.9114.65
% Perf Quintile vs Peer* 3.001.004.004.001.001.005.005.005.005.001.00
% Dividends 0.000.010.080.260.000.000.000.000.000.000.00
% Yield 0.000.080.540.080.000.000.000.000.000.000.00
Capital Gains ($) 0.001.142.622.701.770.644.511.751.530.170.00
Expense Ratio 1.961.961.961.961.961.972.252.452.372.392.46

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