BPRRX : Boston Partners Long/Short Research Fund Investor Class

BPRRX is a Alternatives Market Short with HIGH fees.

BPRRX

Boston Partners Long/Short Research Fund Investor Class

FI Score

44 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

10 /10

Category Score

0 /10

Market Size

10 /10

44% FI Score
  • bprrx
  • Mutual Fund
  • Alternatives
  • Short

Boston Partners Long/Short Research Fund Investor Class

Expenses: 2.40% (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 total return. The fund actively 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 cash proceeds from short sales (i.e. sales of securities the fund does not own) are invested in short-term cash instruments to produce a return on such proceeds just below the federal funds rate. The fund invests, both long and short, in equity securities issued by large-, mid- and small (or "micro") cap companies, as well as other instruments that are convertible into equity securities.

Largest Holdings

Amount Holding
1.67% Microsoft Corp
1.44% Alphabet Inc A
1.43% Samsung Electronics Co Ltd
1.36% AutoZone Inc
1.26% Berkshire Hathaway Inc Class B
1.22% JPMorgan Chase & Co
1.20% Comcast Corp Class A
1.19% Bank of America Corp
1.16% Citigroup Inc
1.11% Philip Morris International Inc
1.07% Eagle Materials Inc
1.07% UnitedHealth Group Inc
1.03% Cigna Corp
1.02% CDK Global Inc
1.00% Oracle Corp
0.98% Mondelez International Inc Class A
0.97% American International Group Inc
0.96% Nexstar Media Group Inc Class A
0.96% Truist Financial Corp
0.95% Owens-Corning Inc
0.95% Valero Energy Corp
0.94% Marathon Petroleum Corp
0.93% Wells Fargo & Co
0.89% Anthem Inc
0.89% Altria Group Inc

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