Morningstar

Boston Partners Global Equity Institutional Class BPGIX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Partners Investment Hub
  • NAV / 1-Day Return 29.78  /  +0.30 %
  • Total Assets 316.3M
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.71%
  • Turnover 55%

USD | NAV as of Jun 16, 2026 | 1-Day Return as of Jun 16, 2026, 10:05 PM GMT+0

Morningstar’s Analysis BPGIX

Will BPGIX outperform in the 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 BPGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Continues to impress.

Analyst David Carey

David Carey

Analyst

Summary

Boston Partners Global Equity benefits from an impressive team and best-in-class approach, making it a solid global equity offering. Morningstar has changed the way we assess alpha opportunity for funds, which is a key component in our Morningstar Medalist Rating calculation. As such, six of this strategy's Medalist Ratings changed with this update even in the absence of substantial changes to pillar ratings or fund costs.

by David Carey
Rated on Published on

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Portfolio Holdings BPGIX

More BPGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rexel SA

1.64 5M
Technology

CRH PLC

1.62 5M
Basic Materials

Banco Bilbao Vizcaya Argentaria SA

1.51 4M
Financial Services

TotalEnergies SE

1.44 4M
Energy

Nordea Bank Abp

1.41 4M
Financial Services

Vallourec SA

1.38 4M
Basic Materials

NatWest Group PLC

1.33 4M
Financial Services

ING Groep NV

1.32 4M
Financial Services

AIB Group PLC

1.32 4M
Financial Services

SPIE SA

1.31 4M
Industrials

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