BGRSX : Boston Partners Global Long/Short Fund Investor Class

BGRSX is a Alternatives Market Short with HIGH fees.

BGRSX

Boston Partners Global Long/Short Fund Investor Class

FI Score

32 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

0 /10

Market Size

7 /10

32% FI Score
  • bgrsx
  • Mutual Fund
  • Alternatives
  • Short

Boston Partners Global Long/Short Fund Investor Class

Expenses: 2.72% (Better than 0% of similar funds)

This is a bad choice for a Short Alternatives fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. Under normal market conditions, the fund invests significantly (ordinarily at least 40% - unless market conditions are not deemed favorable by the Adviser, in which case the fund would invest at least 30%) in non-U.S. companies. It principally will be invested in issuers located in countries with developed securities markets, but may also invest in issuers located in emerging markets. The fund will allocate its assets among various regions and countries, including the United States (but in no less than three different countries). It is non-diversified.

Largest Holdings

Amount Holding
2.26% Alphabet Inc Class C
2.07% Berkshire Hathaway Inc Class B
2.07% Sony Corp
1.83% Microsoft Corp
1.74% Eiffage SA
1.69% Marathon Petroleum Corp
1.63% Capgemini
1.61% Cigna Corp
1.59% American Express Co
1.59% Medtronic PLC
1.58% Citigroup Inc
1.53% Owens-Corning Inc
1.49% Laboratory Corp of America Holdings
1.45% BNP Paribas
1.43% Activision Blizzard Inc
1.31% United Parcel Service Inc Class B
1.29% Pfizer Inc
1.29% Vistra Energy Corp
1.25% Nippon Telegraph & Telephone Corp
1.23% Corteva Inc
1.23% SAP SE
1.21% Sampo Oyj Class A
1.21% STMicroelectronics NV
1.19% Oracle Corp
1.18% Hitachi Ltd

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