Boston Partners Longshort Fund Quote
| BPLEX Fund | USD 12.28 0.08 0.66% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Boston Partners is trading at 12.28 as of the 23rd of November 2024; that is 0.66% increase since the beginning of the trading day. The fund's open price was 12.2. Boston Partners has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Boston Partners Longshort are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of May 2024 and ending today, the 23rd of November 2024. Click here to learn more.
The fund 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 Advisor intends, under normal circumstances, to invest at least 80 percent of its net assets in equity securities. More on Boston Partners Longshort
Moving together with Boston Mutual Fund
| 0.89 | OPTCX | Rbb Fund | PairCorr |
| 0.91 | BPAVX | Boston Partners All | PairCorr |
| 0.91 | BPAIX | Boston Partners All | PairCorr |
Moving against Boston Mutual Fund
Boston Mutual Fund Highlights
| Fund Concentration | Boston Partners Funds, Large Funds, Long-Short Equity Funds, Long-Short Equity, Boston Partners (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of December 2022 |
| Fiscal Year End | August |
Boston Partners Longshort [BPLEX] is traded in USA and was established 23rd of November 2024. 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. This fund currently has accumulated 67.49 M in assets under management (AUM) with minimum initial investment of 2.5 K. Boston Partners Longshort is currently producing year-to-date (YTD) return of 17.23% with the current yeild of 0.02%, while the total return for the last 3 years was 15.67%.
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
| BAC | Bank of America | Stock | Financials | |
| KBR | KBR Inc | Stock | Industrials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| VXX | iPath Series B | Etf | Trading--Miscellaneous | |
| CVNA | Carvana Co | Stock | Consumer Discretionary | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| HCA | HCA Holdings | Etf | Health Care |
Boston Partners Longshort Risk Profiles
| Mean Deviation | 0.4401 | |||
| Semi Deviation | 0.3466 | |||
| Standard Deviation | 0.5511 | |||
| Variance | 0.3037 |
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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