BPAVX – Boston Partners All Cap Value Inv Fund Stock Price | Morningstar

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NAV / 1-Day Return 31.41 / 1.13 %
Total Assets 1.4 Bil
Adj. Expense Ratio

1.050%
Expense Ratio 1.050%
Distribution Fee Level Above Average
Share Class Type No Load
Category Large Value
Investment Style Large Value
Min. Initial Investment 2,500
Status Open
TTM Yield 0.68%
Turnover 29%

Will BPAVX outperform in future?

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Process Pillar

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

People Pillar

The People Pillar is our evaluation of the BPAVX 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 BPAVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Well equipped

Analyst Andrew Redden

Analyst

Summary

| by Andrew Redden Sep 7, 2022

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

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