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Boston Partners Long/short Research Fund Institutional Class (BPIRX)

US Funds

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14.53 +0.08 +0.55%

03/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Underlying: S&P 500 TR

Asset Class: Equity

Morningstar Rating:
Total Assets: 521.11M

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BPIRX Holdings

Comprehensive information about top holdings and Key Holding Information for the Boston Partners Long/Short Rsrch Instl (BPIRX) fund. Our Boston Partners Long/Short Rsrch Instl portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	34.50	34.50	0.00
Shares	65.45	93.70	28.25
Other	0.05	18.62	18.57

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.33	16.89
Price to Book	2.49	2.75
Price to Sales	1.35	1.92
Price to Cash Flow	9.98	10.07
Dividend Yield	1.95	1.93
5 Years Earnings Growth	12.34	10.87

Sector Allocation

Name	Net %	Category Average
Financial Services	20.14	21.13
Technology	16.35	22.40
Industrials	14.61	9.29
Healthcare	12.42	12.98
Utilities	8.82	4.16
Consumer Cyclical	6.23	8.28
Consumer Defensive	5.53	4.07
Basic Materials	4.31	1.58
Real Estate	3.89	0.57
Communication Services	3.88	10.09
Energy	3.81	9.06

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 268

Number of short holdings: 161

Name	ISIN	Weight %	Last	Change %
Wells Fargo&Co	US9497461015	1.40	83.60	+1.51%
UnitedHealth	US91324P1021	1.38	308.55	+0.32%
JPMorgan	US46625H1005	1.31	296.00	+1.37%
AbbVie	US00287Y1091	1.17	189.28	-0.77%
Alphabet A	US02079K3059	1.13	179.53	+0.50%
Booking	US09857L1089	0.90	5,716.80	+0.26%
US Foods	US9120081099	0.87	78.42	+0.89%
Bank of America	US0605051046	0.86	48.93	+0.45%
Frontdoor	US35905A1097	0.84	59.93	+2.62%
Philip Morris	US7181721090	0.83	178.88	+1.69%

Top Equity Funds by Boston Partners

Name	Total Assets	YTD%	3Y%	10Y%
Boston Partners All Cap Value Instl	1.16B	3.67	8.41	9.16
Boston Partners Small Cap Value II	541.29M	-2.81	6.60	7.18
Boston Partners Global Equity Instl	276.95M	7.21	5.84	7.31
Boston Partners All Cap Value Inv	208.21M	9.70	6.19	9.01
Boston Partners Global Long/Short I	197.67M	3.57	7.97	5.73

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