A veteran duo plies an effective approach, earning Boston Partners Small Cap Value II’s Institutional share class a Morningstar Analyst Rating of Gold while the pricier Investor share class drops to Silver.
Boston Partners Small Cap Value II I BPSIX
NAV / 1-Day Return
31.60
/
2.02
%
Total Assets
862.3 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.990%
Expense Ratio
0.990%
Fee Level
Average
Longest Manager Tenure
22.47
years
Category
Small Value
Investment Style
Small ValueMin. Initial Investment
100,000
Status
Open
TTM Yield
0.43%
Turnover
46%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will BPSIX 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 BPSIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the BPSIX 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 BPSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Despite recent challenges, this strategy remains in capable hands.
