Boston Partners Global Equity Instl (BPGIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Boston Partners Global Equity Instl
New York, NY 10022
909 Third Avenue, 32nd Floor
RBB Fund Inc (Robeco)
888-261-4073
Management information
,Lead manager since 30 December 2023
Mr. Song is an equity analyst with Boston Partners, specializing in Non-U.S. Industries with a focus in industrial and material sectors of the equity market. He joined the firm from ThornTree Capital where he was a managing director with responsibility for its global industrials long/short portfolio. Prior to that, Mr. Song was a managing director at Bain Capital’s Brookside Fund where he co-managed its global industrials long/short portfolio. He began his investing career at Bain Capital in its North American private equity practice. Before that, he was a consultant at McKinsey & Company. Mr. Song holds an M.B.A. degree from Harvard Business School, an M.Sc. in clinical medicine from Oxford University, and an A.B. in biochemical sciences from Harvard College. He has fifteen years of investment experience.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryWorld Large-Stock Value
Fund familyBoston Partners
Net assets234.06M
YTD return9.66%
Yield1.77%
Morningstar rating★★★★
Inception date29 Dec 2011
Fund operations
Last dividend0.43
Last cap gain7.00
Holdings turnover51.00%
Average for categoryN/A
Fees and expenses
ExpenseBPGIXCategory average
Annual report expense ratio (net)0.95%1.07%
Prospectus net expense ratio0.95%N/A
Prospectus gross expense ratio1.11%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.24%
Max deferred sales loadN/A1.19%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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