Boston Partners Long/Short Equity FundBPLEX
Type
Mutual fund
Peer group
Alternative
Net assets
$110.5M
Expense ratio
2.01%
1-year return
+28.6%
3 years, a year
+19.0%
5 years, a year
+19.0%
Holdings
209
What it aims to do.
The Boston Partners Long/Short Equity Fund (the Fund) seeks long-term capital appreciation while reducing exposure to general equity market risk. The Fund seeks a total return greater than that of the S&P 500 Index over a full market cycle.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Mount Vernon Liquid Assets Portfolio, LLC | 10.30% |
| Samsung Electronics Co Ltd | 2.89% |
| GOOGL Alphabet Inc | 2.77% |
| Galliford Try Holdings PLC | 2.45% |
| U.S. Bank Money Market Deposit Account | 2.25% |
| BTI British American Tobacco PLC | 1.97% |
| Fairfax Financial Holdings Ltd | 1.96% |
| Hamilton Insurance Group Ltd | 1.87% |
| KB KB Financial Group Inc | 1.82% |
| BGC BGC Group Inc | 1.71% |
More on BPLEX.
- BPLEX overview
- BPLEX holdings
- BPLEX risk
- BPLEX costs
- BPLEX money in and out
- BPLEX share classes
- Compare BPLEX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.