Although the team managing Boston Partners Global Equity has seen some changes over the past three years, it is still in very capable hands. Combined with an effective and proven process, the U.S. mutual fund's only share class earns a Morningstar Analyst Rating of Silver.
Will BPGIX 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 BPGIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the BPGIX 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 BPGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.