BPSRX – Boston Partners Small Cap Value II R6 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 with small market capitalizations and identified by the Adviser as having value characteristics. It may also invest up to 25% 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
BPSCX	Boston Partners Small Cap Value Fund II Investor Class	No Load	Open			Jul 1, 1998	$53.53M	1.240%	Above Average	$2,500	−$5.45M
BPSIX	Boston Partners Small Cap Value Fund II Institutional Class	Institutional	Open			Jul 1, 1998	$738.19M	0.990%	Above Average	$100,000	$54.26M
BPSRX	Boston Partners Small Cap Value Fund II R6 Class	Institutional	Open			Jul 6, 2026	$9,757.00	0.920%	Average	$1M	—

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