A veteran duo plies an effective approach, earning Boston Partners Small Cap Value II’s Institutional share class a Morningstar Analyst Rating of Gold while the pricier Investor share class drops to Silver.
Will BPSCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BPSCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the BPSCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of BPSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.