Fund Evaluator:

Boston Partners Long/Short Rsrch Inv Overview

Boston Partners Long/Short Rsrch Inv (BPRRX) is an actively managed Nontraditional Equity Long-Short Equity fund. Boston Partners launched the fund in 2010.

The investment seeks long-term growth of capital with reduced exposure to general equity market risk. The fund actively 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. The cash proceeds from short sales (i.e. sales of securities the fund does not own) are invested in short-term cash instruments to produce a return on such proceeds just below the federal funds rate.

About Boston Partners Long/Short Rsrch Inv (BPRRX)

There are 2 members of the management team with an average tenure of 9.71 years: Scott Burgess (2022), Joseph Feeney (2010). Management tenure is more important for actively managed funds than passive index funds.

The fund has 1 primary benchmark: S&P 500 (TR) index with a weighting of 100%. Boston Partners Long/Short Rsrch Inv has 426 securities in its portfolio. The top 10 holdings constitute 12.4% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.

Boston Partners Long/Short Rsrch Inv is part of the Equity global asset class and is within the Nontraditional Equity fund group. Boston Partners Long/Short Rsrch Inv has 7.9% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 58.5%. There is 7.9% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Boston Partners Long/Short Rsrch Inv has 33.1% of the portfolio in cash.

Assets Under Management

The fund has $5 million in total assets, which is below the $352 million average for the Long-Short Equity category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

BPRRX Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Boston Partners Long/Short Rsrch Inv expense ratio is high compared to funds in the Long-Short Equity category. Boston Partners Long/Short Rsrch Inv has an expense ratio of 2.09%, which is 5% lower than its category average, making the fund expense ratio grade a C. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. Boston Partners Long/Short Rsrch Inv has a portfolio turnover rate of 65%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 287% for the Long-Short Equity category.

Recently, in the month of July 2026, Boston Partners Long/Short Rsrch Inv returned 1.4%, which earned it a grade of C, as the Long-Short Equity category had an average return of 2.6%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.

Boston Partners Long/Short Rsrch Inv has a trailing yield of 0.95%, which is below the 1.15% category average. The fund normally distributes its income annually and its capital gains annually.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

Boston Partners Long/Short Rsrch Inv Grades

Year to date, the fund has returned 7.7%, 0.2 percentage points better than the category, which translates into a grade of C. The fund has returned 16.0% over the past year (grade of C), 13.7% over the past three years (grade of B) and 11.1% per year over the past five years (grade of B) and 7.1% per year over the past 10 years (grade of D).

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