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Boston Partners Small Cap Value II I BPSIX

Analyst rating as of
NAV / 1-Day Return
28.07  /  0.43 %
Total Assets
773.0 Mil
Adj. Expense Ratio
0.990%
Expense Ratio
0.990%
Fee Level
Above Average
Longest Manager Tenure
16.92 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.40%
Turnover
24%

Morningstar’s Fund Analysis BPSIX

Will BPSIX outperform in future?

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

A manager’s retirement rattles an otherwise solid offering.

Associate Director

Summary

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A senior manager's abrupt departure from this small but effective team knocks Boston Partners Small Cap Value II’s Morningstar Analyst Ratings down a notch. The separate-account version and the mutual fund’s I share class drop to Silver from Gold; the investor shares fall to Bronze from Silver.

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