Boston Partners All Cap Value’s two share classes retain a Morningstar Analyst Rating of Silver. Its veteran manager and nuanced process can overcome occasional missteps and still reward long-term investors.
Will BPAIX 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 BPAIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the BPAIX 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 BPAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.