RBB:BP Lg/Sh Eq;Inv (BPLEX.O)

At A Glance

You hold BPLEX.O in 0 portfolios

Net Asset Value

16.86USD

 -0.10 -0.59%

02/09/2016

Category
Sector Equity
YTD Return (Cumulative)
 1.93%
Classification
Alt Long/Short Eq
5 Year Return (Annualized)
 5.75%
Manager Benchmark
Lipper Alt Lng/Sht Eq IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 over 10 years »

 BPLEX

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund Family
Inception Date11/17/1998
Portfolio Turnover75%
Dividend Yield--
Fund ManagerRobert T. Jones
Manager Tenure2004
Boston Parnters Investment Funds
909 Third Avenue
New York, NY 10022

Fees, Expenses, & Minimums

Load TypeNo load
Total Expense Ratio2.72%
Max 12b-1 Fee Ratio0.3x
Early Redemption Fee2.00%
Initial Investment$2,500
Subsequent Investments$100
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks long-term capital appreciation while reducing exposure to general equity market risk. To achieve its objective the Fund invests in long positions in stocks identified as undervalued and takes short positions in stocks identified as overvalued.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
173
Consistent Return
 
172
Capital Preservation
 
11577
Low Expense
 
65
Tax Efficiency (U.S. only)
 
173

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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