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Morningstar

Boston Partners Small Cap Value II I BPSIX

Morningstar Analyst Rating
Analyst rating as of | See Boston Partners Investment Hub
  • NAV / 1-Day Return 28.13  /  0.14 %
  • Total Assets 778.1 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.97%
  • Turnover 24%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis BPSIX

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.

A manager’s retirement rattles an otherwise solid offering.

Associate Director

Summary

| by Tony Thomas

A senior manager's abrupt departure from this small but effective team knocks Boston Partners Small Cap Value II’s Morningstar Analyst Ratings down a notch. The separate-account version and the mutual fund’s I share class drop to Silver from Gold; the investor shares fall to Bronze from Silver.

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