Morningstar

Boston Partners Global Equity Instl BPGIX

Morningstar Medalist Rating
Medalist Rating as of | See Boston Partners Investment Hub
  • NAV / 1-Day Return 25.26  /  +0.92 %
  • Total Assets 237.4 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.70%
  • Turnover 51%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0

Morningstar’s Analysis BPGIX

Will BPGIX 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 BPGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

An admirable global option.

Analyst David Carey

David Carey

Analyst

Summary

Boston Partners Global Equity benefits from a solid team and standout approach, making it an attractive global equity offering.

by David Carey
Rated on Published on

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Portfolio Holdings BPGIX

More BPGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tri-State Deposit

4.15 9.9 Mil
Cash and Equivalents

CRH PLC

2.37 5.6 Mil
Basic Materials

Samsung Electronics Co Ltd

1.92 4.6 Mil
Technology

JPMorgan Chase & Co

1.83 4.4 Mil
Financial Services

Siemens AG

1.82 4.3 Mil
Industrials

Tesco PLC

1.74 4.1 Mil
Consumer Defensive

Commerzbank AG

1.58 3.8 Mil
Financial Services

ING Groep NV

1.58 3.8 Mil
Financial Services

Shell PLC

1.54 3.7 Mil
Energy

US Foods Holding Corp

1.43 3.4 Mil
Consumer Defensive

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