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.
Boston Partners Small Cap Value II Inv BPSCX
NAV / 1-Day Return
27.98
/
0.58
%
Total Assets
829.9 Mil
Adj. Expense Ratio
1.240%
Expense Ratio
1.240%
Fee Level
Above Average
Longest Manager Tenure
23.63
years
Category
Small Value
Investment Style
Small ValueMin. Initial Investment
2,500
Status
Open
TTM Yield
0.13%
Turnover
33%
Morningstar’s Fund Analysis BPSCX
Will BPSCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BPSCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the BPSCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of BPSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A top small-value offering.
