Boston Partners Small Cap Value II's strong investment team, reasonable approach, and solid track record merit a Morningstar Analyst Rating of Gold for the mutual fund's I share class and a separate-account version; the fund's investor shares earn Silver.
Will BPSIX 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 BPSIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the BPSIX 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 BPSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.