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.
Boston Partners All Cap Value Inv BPAVX
NAV / 1-Day Return
32.82
/
2.15
%
Total Assets
1.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.050%
Expense Ratio
1.050%
Fee Level
Above Average
Longest Manager Tenure
16.47
years
Category
Large Value
Investment Style
Large ValueMin. Initial Investment
2,500
Status
Open
TTM Yield
0.45%
Turnover
37%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will BPAVX 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 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.
Strong enough to overcome missteps.
