BPLSX Mutual Fund

BPLSX Mutual Fund (Boston Partners Long/Short Equity Fund Insti Cl) is managed by Boston Partners with $201.6M in net assets. BPLSX expense ratio is 1.76%, holding 209 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 1998-11-17.

BPLSX performance shows a YTD return of 22.20%. The 1-year return is 37.32% and the 5-year return is 19.33%. BPLSX dividend yield stands at 6.53%, paid annually.

BPLSX top holdings include Exeter Select Automobile Receivables Trust, Series 2025-3, Class A2, 4.24% 5/15/2029 (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 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.