BPLEX Mutual Fund
BPLEX Mutual Fund
BPLEX Mutual Fund
Boston Partners Long/Short Equity Fund Investor Class
BPLEX Mutual Fund Overview
BPLEX Mutual Fund (Boston Partners Long/Short Equity Fund Investor Class) is managed by Boston Partners with $63.8M in net assets. BPLEX expense ratio is 2.01%, holding 204 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1998-11-17.
BPLEX performance shows a YTD return of 26.79%. The 1-year return is 33.80% and the 5-year return is 19.22%. BPLEX dividend yield stands at 0.10%, paid annually.
BPLEX top holdings include Mount Vernon Liquid Assets Portfolio, Llc (3.8%), U.S. Bank Money Market Deposit Account (3.5%), Alphabet Inc. C (2.6%), Dell Technologies Inc (2.4%), Galliford Try Holdings Plc (2.3%). 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.