Advertisement
Skip to Content
Morningstar

Boston Partners All Cap Value Instl BPAIX

Morningstar Analyst Rating
Analyst rating as of | See Boston Partners Investment Hub
  • NAV / 1-Day Return 31.23  /  0.48 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.93%
  • Turnover 29%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis BPAIX

Will BPAIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BPAIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BPAIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BPAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Well equipped

Analyst

Summary

| by Andrew Redden

An exceptional manager and a time-tested approach earn Boston Partners All Cap Value a Morningstar Analyst Rating of Silver for both share classes.

Unlock our full analysis with Morningstar Investor