Boston Partners Long/Short Equity Instl
for period ending December 31, 2022
This portfolio is provided by Robeco Investment Funds.
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Risk vs. return for BPLSX: The scatterplots below show the best portfolios as dots closest to the green smiley the at top left of each scatterplot. The yellow dot shows the total return and risk for this portfolio. The risk is measured by maximum loss over each period. Any dot closer to the top left corner has shown better performance using this metric.
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Risk and Volatility,
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Maximum Drawdown vs. Annual Return
●BPLSX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
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Description Boston Partners Long/Short Equity Instl gives investors access to a tactical, hedged portfolio that uses long-short approach. This portfolio is a mutual fund and implements a particular asset allocation approach that is directed by the fund manager.
Category Tactical: Managed
Ingredients used This portfolio invests in equities using a long-short approach.
Peer Group Tactical: Managed. See
How to Invest, below. You can see how this portfolio has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.
Methodology This portfolio is a mutual fund and its holdings are determined by the fund's manager, Robeco Investment Funds. The investment seeks long-term capital appreciation and a total return greater than that of the S&P 500® Index. The fund invests in long positions in stocks identified by the Adviser as undervalued and takes short positions in stocks that the Adviser has identified as overvalued. It normally invests at least 80% of net assets (including borrowings for investment purposes) in equity securities. The fund may also invest up to 20% of total assets directly in equity securities of foreign issuers. It may invest up to 15% of its net assets in illiquid securities. You may consult www.robeco.com for details on how this manager chooses particular assets for inclusion in this fund.
Cost- Since this is a mutual fund, you can purchase this directly through your broker using the ticker BPLSXSee How to Invest, below.
- Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
- Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.
You can invest in this portfolio by buying the ticker symbol "BPLSX" at your favorite brokerage. The full set of risk and return metrics for this recipe are available to VizMetrics subscribers.
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You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling these underlying asset ingredients.
for period ending December 31, 2022
Downside Deviation vs. Annual Return
●BPLSX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●BPLSX and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
Upgrade your subscription. Only $15 per month. Cancel anytime.
Standard Deviation vs. Annual Return
●BPLSX●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●BPLSX and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
Upgrade your subscription. Only $15 per month. Cancel anytime.
for period ending December 31, 2022
5-year graph ●BPLSX●Global equities (ACWI)●U.S. equities (SPY)●U.S. bonds (BND)●60% Equity / 40% Bonds (s.6040)
for period ending December 31, 2022
for period ending December 31, 2022
| | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year |
| to Global Stocks (ACWI) | 0.81 | 0.69 | 0.72 | 0.67 | 0.62 | |
| to S&P500 (SPY) | 0.76 | 0.68 | 0.70 | 0.67 | 0.62 | 0.71 |
| to U.S. Bonds (BND) | 0.61 | 0.23 | 0.12 | 0.06 | 0.03 | 0.06 |
| to Commodities (DBC) | 0.59 | 0.56 | 0.58 | 0.54 | 0.51 | 0.48 |
| to Gold (GLD) | 0.22 | 0.17 | 0.15 | 0.05 | 0.04 | 0.01 |
