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Boston Partners All Cap Value Inv BPAVX

Analyst rating as of
NAV / 1-Day Return
23.21  /  1.04 %
Total Assets
1.2 Bil
Adj. Expense Ratio
1.050%
Expense Ratio
1.050%
Fee Level
Above Average
Longest Manager Tenure
15.74 years
Category
US Fund Large Value
Investment Style
Large Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
1.17%
Turnover
33%
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Morningstar’s Analysis

Will BPAVX outperform in future?

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

Strong enough to overcome missteps.

Strategist

Summary

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Boston Partners All Cap Value’s two share classes retain a Morningstar Analyst Rating of Silver. Its veteran manager and nuanced process can overcome occasional missteps and still reward long-term investors.

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