- Fund Information
- Fund Research Tools
Boston Partners Long/short Research Fd Inv Cl: (MF: BPRRX)
(NA) As of Sep 19, 2024 08:00 PM ET
$14.46 USD
+0.12 (0.84%)
Zacks MF Rank 1-Strong Buy 1
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
Zacks Rank | Definition |
---|---|
1 | Strong Buy |
2 | Buy |
3 | Hold |
4 | Sell |
5 | Strong Sell |
Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank
Latest Performance as of Aug 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 13.87 | 17 |
3 months | 4.18 | 81 |
6 months | 8.89 | 26 |
1 Year | 18.46 | 34 |
3 Year | 10.61 | 1 |
5 Year | 8.87 | 34 |
10 Year | 5.31 | 54 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 10/17) | NA |
Load Adjusted Returns as of Aug 31, 2024
1 Year | 15.49 |
5 Year | 7.72 |
10 Year | 5.00 |
Since Inception | 6.59 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 8.74 | 0.21 | NA | NA |
2023 | -2.28 | 0.90 | 1.12 | 4.79 |
2022 | 3.15 | -3.62 | -3.17 | 10.36 |
2021 | 6.82 | 6.64 | 1.29 | 6.98 |
2020 | -18.53 | 0.07 | 0.31 | 11.88 |
2019 | 3.82 | 1.90 | 1.40 | 4.64 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 13.87 | 4.49 | 6.23 | 23.46 | -8.49 | 12.26 | -10.80 | 9.79 | 3.40 | 1.07 | 7.05 |
% Total Return Rel to Index | -5.67 | -21.75 | 24.44 | -5.22 | -26.89 | -19.22 | -6.41 | -11.99 | -8.53 | -0.31 | -6.58 |
% Total Return Rel to Peer | 3.90 | -8.66 | 19.20 | 11.95 | -19.18 | -4.92 | -4.30 | -3.66 | -2.87 | 3.43 | 2.97 |
% Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 1.00 | 5.00 | 5.00 | 5.00 | 4.00 | 5.00 | 1.00 | 1.00 |
% Dividends | 0.00 | 0.30 | 0.18 | 0.00 | 0.00 | 0.17 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 2.13 | 1.08 | 0.00 | 0.00 | 1.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 1.16 | 2.72 | 1.99 | 0.00 | 0.15 | 0.78 | 0.00 | 0.00 | 0.58 | 0.20 |
Expense Ratio | 1.65 | 1.65 | 1.65 | 1.65 | 1.62 | 1.63 | 1.59 | 1.63 | 1.66 | 1.64 | 1.64 |
* 1 = Top 20%, 5 = Bottom 20%