Boston Partners Global Long/Short Fund Inv Cl (BGRSX) Research
This fund typically allocates a significant portion of its capital – generally at least 40% – to companies based outside the United States. However, if the Adviser deems market conditions unfavorable, this foreign investment minimum can be adjusted to 30%. While it primarily seeks opportunities in companies situated in established securities markets, it also has the flexibility to invest in issuers from emerging economies. The portfolio's holdings will be geographically distributed across diverse regions and nations, including the United States, but will always span a minimum of three distinct countries. It is important to note that this fund is classified as non-diversified.
Market snapshot
- Symbol
- BGRSX
- Price
- $15.12
- Day change
- +0.13%
- Market cap
- $177.3M
- 52-week range
- 14.94-16.83
- Sector
- Financial Services
- Industry
- Asset Management - Global
Peer companies
- BMO Aggressive Allocation Fund- Class R6 (BDSQX)
- BMO Aggressive Allocation Fund- Class Y (BDSYX)
- Calvert Mid-Cap Fund Class A (CCAFX)
- Calvert Mid-Cap Fund Class I (CCPIX)
- First Trust New Opportunities MLP & Energy Fund (FPL)
- Fidelity Total Emerging Markets Fd (FTEMX)
- BMO Low Volatility Equity Fund Class I (MLVEX)
- Nuveen Large Cap Growth Fund Class C (NLCGX)
Open Boston Partners Global Long/Short Fund Inv Cl (BGRSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.