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Boston Partners Small Cap Value II I BPSIX

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
  • 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%

Morningstar’s Analysis BPSIX

Will BPSIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A manager’s retirement rattles an otherwise solid offering.

Associate Director



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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