BPAIX – Fund Analysis – Boston Partners All Cap Value Instl | Morningstar

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Will BPAIX outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BPAIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the BPAIX 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 BPAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A time-tested approach led by a topnotch manager.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

A well-executed, valuation-conscious approach makes this an attractive offering.

by Andrew Redden

Rated on Aug 28, 2024 Published on Aug 28, 2024

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