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Boston Partners Small Cap Value II I BPSIX

Analyst rating as of
NAV / 1-Day Return
27.80  /  2.09 %
Total Assets
793.1 Mil
Adj. Expense Ratio
0.990%
Expense Ratio
0.990%
Fee Level
Above Average
Longest Manager Tenure
23.40 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.40%
Turnover
33%
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Morningstar’s Analysis

Will BPSIX outperform in future?

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

A top small-value offering.

Associate Director

Summary

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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.

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