BPLEX Mutual Fund (Boston Partners Long/Short Equity Fund Investor Class) is managed by Boston Partners with $35.2M in net assets. BPLEX expense ratio is 2.01%, holding 209 positions across sectors including Financials, Unknown, Information Technology. Inception date: 1998-11-17.

BPLEX performance shows a YTD return of 15.35%. The 1-year return is 30.72% and the 5-year return is 22.41%. BPLEX dividend yield stands at 9.53%, paid annually.

BPLEX top holdings include Mount Vernon Liquid Assets Portfolio, Llc (10.3%), Samsung Electronics (Equity) (2.9%), Alphabet Inc Common Stock USD 0.001 (2.8%), Galliford Try Holdings Plc (2.5%), U.S. Bank Money Market Deposit Account (2.3%). View all BPLEX holdings, sector breakdown, or dividend history.

BPLEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BPLEX alternatives are available via the screener, along with tax-loss harvesting opportunities.