BPIRX Mutual Fund

BPIRX Mutual Fund (Boston Partners Long/Short Research Fund Institutional Class) is managed by Boston Partners with $628.6M in net assets. BPIRX expense ratio is 1.84%, holding 419 positions across sectors including Financials, Consumer Discretionary, Health Care. Inception date: 2010-09-30.

BPIRX performance shows a YTD return of 7.22%. The 1-year return is 16.30% and the 5-year return is 11.36%. BPIRX dividend yield stands at 9.87%, paid annually.

BPIRX top holdings include Frontdoor Inc (1.2%), Jpmorgan Chase (1.2%), Wells Fargo + Company Jr Subordina 12/99 Var (1.2%), Abbvie Inc. (1.1%), Alphabet Inc. C (1.0%). Go to all BPIRX holdings, BPIRX sectors, or BPIRX dividends.

BPIRX can be compared against other funds. Use BPIRX overlap to find shared positions, or BPIRX vs another fund for a side-by-side view. BPIRX alternatives are available via the screener, along with tax-loss harvesting opportunities.