WPG Partners Select Small Cap Value Fund Institutional Class WPGSX Strategy

| Medalist Rating as of | See Boston Partners Investment Hub

Strategy

The investment seeks long-term growth of capital and outperformance of its benchmark net of fees. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in equity securities of U.S. companies that, at the time of purchase, have a market capitalization that is within the range of the market capitalization of issuers in the Russell 2000® Value Index.

Ticker
Name
Share Class Type
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Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
WPGSX
WPG Partners Select Small Cap Value Fund Institutional ClassInstitutionalOpen $245.97M1.100%High$1M−$3.80M

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