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Boston Partners Small Cap Value II I BPSIX

Analyst rating as of
NAV / 1-Day Return
32.98  /  1.79 %
Total Assets
883.7 Mil
Adj. Expense Ratio
0.990%
Expense Ratio
0.990%
Fee Level
Average
Longest Manager Tenure
22.37 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.44%
Turnover
46%
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Morningstar’s Analysis

Will BPSIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Despite recent challenges, this strategy remains in capable hands.

Summary

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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.

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