Morningstar

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 Mutual Funds List

1 to 14 of 14 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Boston Partners Long/Short Equity Fund Institutional ClassBPLSXLong-Short Equity
27.79%11.700%Above AverageInstitutional$1M
Boston Partners Long/Short Equity Fund Investor ClassBPLEXLong-Short Equity
27.51%21.950%HighNo Load$2,500
WPG Partners Small Cap Value Diversified FundWPGTXSmall Value
17.74%501.100%HighInstitutional$1M
WPG Partners Select Small Cap Value Fund Institutional ClassWPGSXSmall Value
23.09%111.100%HighInstitutional$1M
Boston Partners Small Cap Value Fund II Investor ClassBPSCXSmall Value
14.91%721.240%Above AverageNo Load$2,500
Boston Partners Small Cap Value Fund II Institutional ClassBPSIXSmall Value
15.11%700.990%Above AverageInstitutional$100,000
Boston Partners Long/Short Research Fund Investor ClassBPRRXLong-Short Equity
7.45%591.660%Above AverageNo Load$2,500
Boston Partners All Cap Value Fund Investor ClassBPAVXLarge Value
19.19%301.050%HighNo Load$2,500
Boston Partners ALL-Cap Value Fund R6 ClassBPARXLarge Value
——0.740%Above AverageInstitutional$1M
Boston Partners Long/Short Research Fund Institutional ClassBPIRXLong-Short Equity
7.69%581.410%AverageInstitutional$100,000
Boston Partners Global Equity Institutional ClassBPGIXGlobal Large-Stock Value
10.28%810.950%Above AverageInstitutional$100,000
Boston Partners Small Cap Value Fund II R6 ClassBPSRXSmall Value
——0.920%AverageInstitutional$1M
Boston Partners Global Equity Fund R6 ClassBPRGXGlobal Large-Stock Value
——0.870%AverageInstitutional$1M
Boston Partners All Cap Value Fund Institutional ClassBPAIXLarge Value
19.45%290.800%Above AverageInstitutional$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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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