BPLEX Mutual Fund

BPLEX Mutual Fund (Boston Partners Long/Short Equity Fund Investor Class) is managed by Boston Partners with $50.3M in net assets. BPLEX expense ratio is 2.01%, holding 209 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 1998-11-17.

BPLEX performance shows a YTD return of 21.93%. The 1-year return is 36.98% and the 5-year return is 19.02%. BPLEX dividend yield stands at 9.02%, paid annually.

BPLEX top holdings include Mount Vernon Liquid Assets Portfolio, Llc (9.3%), U.S. Bank Money Market Deposit Account (5.4%), Dell Technologies Inc (3.4%), Alphabet Inc. C (3.2%), Galliford Try Plc (2.2%). Go to all BPLEX holdings, BPLEX sectors, or BPLEX dividends.

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