BPLSX Mutual Fund

BPLSX Mutual Fund (Boston Partners Long/Short Equity Fund Insti Cl) is managed by Boston Partners with $283.4M in net assets. BPLSX expense ratio is 1.76%, holding 204 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1998-11-17.

BPLSX performance shows a YTD return of 27.11%. The 1-year return is 34.06% and the 5-year return is 19.52%. BPLSX dividend yield stands at 0.07%, paid annually.

BPLSX 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 BPLSX holdings, BPLSX sectors, or BPLSX dividends.

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