BPRRX

Active

Boston Partners Long/Short Research Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.84%
Annual Cost per $10K
$184.00
30-Year Fee Drag per $10K
$30,883
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+8.59%

Asset Allocation

US Equity
84%
Intl Equity
16%
Cash
1%

Fee Comparison

BPRRX
1.84%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

74% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+37.50%3Y
Compare to

Fee Impact Calculator

$
%
BPRRX at 1.84%$226,197
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$154,415
Cost vs index fund−$151,227

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Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

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PRJIXT. Rowe Price New Horizons Fund, Inc.0.66%
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BPIRXBoston Partners Long/Short Research Fund$1M min1.95%
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WGROXWasatch Core Growth Fund1.17%
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TRZZXT. Rowe Price Small-Cap Stock Fund, Inc.0.74%
TEGAXTouchstone Strategic Trust-Touchstone Mid Cap Growth Fund2.00%
BPTUXBaron Partners Fund1.99%
MSRRXMFS Research Fund1.02%
PASVXT. Rowe Price Small-Cap Value Fund, Inc.1.16%
FHZTXFidelity Large Cap Stock Fund1.02%
SLCCXClearBridge Large Cap Growth Fund1.72%
APDMXArtisan Mid Cap Fund1.05%
ACFLXFocused Large Cap Value Fund1.09%
FCPVXFidelity Small Cap Value Fund1.20%
VVOAXInvesco Value Opportunities Fund1.27%
PARWXParnassus Value Equity Fund0.88%
WAAEXWasatch Small Cap Growth Fund1.15%
LAFPXLORD ABBETT AFFILIATED FUND INC0.89%
JLVMXJPMorgan Large Cap Value Fund0.93%
HFMCXTHE HARTFORD MIDCAP FUND1.07%
NINAXNeuberger Berman Intrinsic Value Fund1.33%
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POGRXPRIMECAP Odyssey Growth Fund0.66%
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HIBCXHARTFORD CAPITAL APPRECIATION HLS FUND0.92%
TAGRXFundamental Large Cap Core Fund1.02%
POSKXPRIMECAP Odyssey Stock Fund0.67%
KAUAXFederated Hermes Kaufmann Fund1.96%
FIAOXFidelity Equity Dividend Income Fund0.83%
GGHCXInvesco Health Care Fund1.30%
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KLCAXFederated Hermes Kaufmann Large Cap Fund1.09%
HDGBXHARTFORD DIVIDEND AND GROWTH HLS FUND0.91%
CCCAXCenter Coast Brookfield Midstream Focus Fund1.46%
ACSCXSmall Cap Value Fund0.73%
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HQIFXTHE HARTFORD EQUITY INCOME FUND0.64%
LAMAXLord Abbett Dividend Growth Fund0.89%
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