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Morningstar

Boston Partners Emerging Markets Instl BPEMX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Partners Investment Hub
  • NAV / 1-Day Return 10.05  /  +1.62 %
  • Total Assets 24.3 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.40%
  • Turnover 153%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:14 PM GMT+0

Morningstar’s Analysis BPEMX

Will BPEMX 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 BPEMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A strong management team and sound investment process underpin Boston Partners Emerging Markets Instl's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BPEMX

More BPEMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SK Hynix Inc

4.67 1.0 Mil
Technology

Weichai Power Co Ltd Class A

4.29 950,246
Industrials

BOE Technology Group Co Ltd Class A

3.86 854,851
Technology

U.S. Bank Money Market Deposit Account

3.80 841,285
Cash and Equivalents

Midea Group Co Ltd Class A

3.33 738,519
Consumer Cyclical

Samsung Electronics Co Ltd

3.27 725,234
Technology

Evergreen Marine Corp (Taiwan) Ltd

2.92 647,536
Industrials

Beijing New Building Materialsl PLC Class A

2.34 519,296
Industrials

Futu Holdings Ltd ADR

2.33 516,256
Financial Services

StoneCo Ltd Class A

2.32 514,617
Technology