BPAIX – Boston Partners All Cap Value Instl Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital and outperformance of its benchmark net of fees. The Advisor pursues the fund's objective by investing, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks of issuers across the capitalization spectrum and identified by the Adviser as having value characteristics. It may also invest up to 20% of its total assets in non U.S. dollar denominated securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BPAVX	Boston Partners All Cap Value Fund Investor Class	No Load	Open			Jul 1, 2002	$199.04M	1.050%	High	$2,500	−$39.54M
BPAIX	Boston Partners All Cap Value Fund Institutional Class	Institutional	Open			Jul 1, 2002	$1.16B	0.800%	Above Average	$100,000	−$141.40M
BPARX	Boston Partners ALL-Cap Value Fund R6 Class	Institutional	Open			Jul 6, 2026	$10,211.00	0.740%	Above Average	$1M	—

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