Morningstar

Boston Partners Global Equity Institutional Class BPGIX

Morningstar Medalist Rating
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Medalist Rating as of See Boston Partners Investment Hub
  • NAV / 1-Day Return$31.15  /  −0.80%
  • Fund Size$326.0M
  • Adjusted Expense Ratio0.950%
  • Net Expense Ratio0.950%
  • Fee Level: DistributionAbove Average
  • Share Class TypeInstitutional
  • Morningstar CategoryGlobal Large-Stock Value
  • Equity Style Box (Funds)Mid Value
  • Minimum Initial Investment$100,000
  • Investment StatusOpen
  • TTM Yield1.63%
  • Turnover Ratio55%
NAV and 1-Day Return as of

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.

There's a lot to like here.

Analyst David Carey

David Carey

Analyst

Summary

Boston Partners Global Equity benefits from a formidable team and time-tested approach that underpin the strategy’s Above Average People and High Process ratings.

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 Holdings14.2
Top 10 Holdings
% Portfolio Weight
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