Boston Partners Long/Short Equity Instl
for period ending April 30, 2021
This portfolio is provided by Robeco Investment Funds.
BPLSX is the ticker for this portfolio. This ticker appears in the scatterplots below and on the Summary Page showing all portfolios. You can invest in this portfolio using the ticker "BPLSX" at your favorite brokerage. See
How to Invest (below) for more details on how buy this portfolio.
Use this page to find a high return, lower risk portfolio recipe using the Choose – Invest – Rebalance
TM process
- Choose a portfolio recipe that meets your needs by comparing return, risk, and cost. See How to Choose below.
- Invest in a portfolio recipe by buying the underlying ingredients. See How to Invest below.
- Rebalance your portfolio to keep the mix of ingredients up-to-date. See How to Rebalance below.
choose, invest, rebal
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.
For more metrics (
Total Return,
Risk and Volatility,
Correlation) scroll down on this page. The Summary Page compares all portfolios.
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)
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.
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.
Upgrade your subscription for full access. Only $15 per month. Cancel anytime.
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 April 30, 2021
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 April 30, 2021
5-year graph ●BPLSX●Global equities (ACWI)●U.S. equities (SPY)●U.S. bonds (BND)●60% Equity / 40% Bonds (s.6040)
for period ending April 30, 2021
for period ending April 30, 2021
| | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year |
| to Global Stocks (ACWI) | 0.44 | 0.77 | 0.72 | 0.65 | 0.60 | |
| to S&P500 (SPY) | 0.54 | 0.78 | 0.74 | 0.66 | 0.64 | 0.72 |
| to U.S. Bonds (BND) | -0.17 | -0.07 | -0.17 | -0.15 | -0.14 | -0.02 |
| to Commodities (DBC) | 0.38 | 0.61 | 0.55 | 0.53 | 0.49 | 0.45 |
| to Gold (GLD) | -0.22 | -0.02 | -0.11 | -0.03 | -0.03 | -0.04 |
