On Jan. 5, 2024, Boston Partners announced that Soyoun Song was promoted to portfolio manager of Boston Partners Global Equity effective Jan. 1, 2024, joining seasoned managers Chris Hart and Josh Jones. This does not change the mutual fund's Above Average People or High Process ratings. Song's promotion was a reasonable decision. He joined Boston Partners in April 2019 as an analyst covering the industrials, materials, and transportation sectors and was then promoted to manager on Boston Partners Global Sustainability BPGSX in December 2021. He also worked closely with Hart and Jones on a related separately managed account version of John Hancock Disciplined Value International JDVIX before he was promoted to comanager of the mutual fund vehicle at the beginning of 2024. The trio will now oversee this strategy and the international strategy, which should help Song as he gets adjusted to his new roles.
Boston Partners Global Equity Instl BPGIX
- NAV / 1-Day Return 23.63 / +0.85 %
- Total Assets 224.8 Mil
-
Adj. Expense Ratio
- 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 1.80%
- Turnover 51%
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:09 PM GMT+0
Morningstar’s Analysis BPGIX
Will BPGIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 17.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
CRH PLC | 2.24 | 4.8 Mil | Basic Materials |
TotalEnergies SE | 2.08 | 4.4 Mil | Energy |
Shell PLC | 2.03 | 4.3 Mil | Energy |
Siemens AG | 2.02 | 4.3 Mil | Industrials |
JPMorgan Chase & Co | 1.70 | 3.6 Mil | Financial Services |
Rexel SA | 1.64 | 3.5 Mil | Technology |
Samsung Electronics Co Ltd | 1.62 | 3.4 Mil | Technology |
Ryanair Holdings PLC ADR | 1.57 | 3.3 Mil | Industrials |
U.S. Bank Money Market Deposit Account | 1.49 | 3.2 Mil | Cash and Equivalents |
Airbus SE | 1.48 | 3.2 Mil | Industrials |