Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Boston Partners Mutual Funds
View all of Boston Partners’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Boston Partners Funds List
Share Class Type
1 to 17 of 17 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Boston Partners Global Long/Short Instl | BGLSX | Long-Short Equity | 8.04% | 40 | 1.790% | Above Average | Institutional | $100,000 | ||
| Boston Partners Global Long/Short Inv | BGRSX | Long-Short Equity | 7.92% | 41 | 2.040% | High | No Load | $2,500 | ||
| Boston Partners All Cap Value Instl | BPAIX | Large Value | 5.91% | 79 | 0.800% | Above Average | Institutional | $100,000 | ||
| Boston Partners Emerging Markets Instl | BPEMX | Diversified Emerging Mkts | 7.86% | 34 | 1.000% | Average | Institutional | $100,000 | ||
| Boston Partners Global Equity Instl | BPGIX | Global Large-Stock Value | 9.31% | 22 | 0.950% | Above Average | Institutional | $100,000 | ||
| Boston Partners Long/Short Equity Instl | BPLSX | Long-Short Equity | 6.02% | 49 | 1.960% | High | Institutional | $100,000 | ||
| Boston Partners Long/Short Equity Inv | BPLEX | Long-Short Equity | 5.97% | 50 | 2.210% | High | No Load | $2,500 | ||
| Boston Partners Long/Short Rsrch Instl | BPIRX | Long-Short Equity | 8.47% | 35 | 1.400% | Average | Institutional | $100,000 | ||
| WPG Partners Small Cap Value Div Fund | WPGTX | Small Value | 8.95% | 7 | 1.100% | High | Institutional | $100,000 | ||
| Boston Partners All Cap Value Inv | BPAVX | Large Value | 5.78% | 80 | 1.050% | Above Average | No Load | $2,500 | ||
| Boston Partners Long/Short Rsrch Inv | BPRRX | Long-Short Equity | 8.51% | 30 | 1.650% | Above Average | No Load | $2,500 | ||
| Boston Partners Small Cap Value II I | BPSIX | Small Value | 4.85% | 32 | 0.990% | Above Average | Institutional | $100,000 | ||
| Boston Partners Small Cap Value II Inv | BPSCX | Small Value | 4.05% | 35 | 1.240% | Above Average | No Load | $2,500 | ||
| Boston Partners Emerg Mkts Dyn Eq Instl | BELSX | Long-Short Equity | 13.07% | 11 | 1.400% | Average | Institutional | $100,000 | ||
| Boston Partners Global Sustainablty Ins | BPGSX | Global Large-Stock Value | — | 9.56% | 17 | 0.900% | Average | Institutional | $100,000 | |
| WPG Partners Select Hedged Institutional | WPGHX | Long-Short Equity | — | — | — | — | 1.490% | — | — | $100,000 |
| WPG Partners Select Small Cap Value Ins | WPGSX | Small Value | — | 8.04% | 10 | 1.100% | High | Institutional | $100,000 |
Boston Partners Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank