Boston Partners All-Cap Value Fd Insti Class
BPAIX
NASDAQ36.98
USD
+0.19
- -
Boston Partners All-Cap Value Fd Insti Class
BPAIX
(NASDAQ)
Recent
price
36.98
P/E
ratio
- -
div
yld
- -
ROIC.AI
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Similar Companies
- Business
- Boston Partners All Cap Value Fund Institutional Class (BPAIX) is an open-end mutual fund that seeks long-term growth of capital primarily through investments in undervalued equity securities exhibiting strong business fundamentals and positive momentum across all market capitalizations; current income is a secondary objective. The fund employs a bottom-up value investing approach, selecting stocks from large-, mid-, and small-cap segments with attractive valuations, focusing on U.S. companies in the large value category as classified by Morningstar. It is managed under the oversight of Boston Partners Global Investors, Inc., with sub-advisory services provided by WPG Partners for its small- and micro-cap value exposures, offering institutional class shares with an expense ratio of approximately 0.80%. Core offerings include diversified equity portfolios targeting inflection points in business cycles, with holdings emphasizing improving capital structures, sound fundamentals, and catalysts for sustained positive change; the fund maintains a security range aligned with its benchmarks like the Russell 3000 Value Index. Products encompass institutional, investor, and other share classes such as BPAVX, distributed through platforms including Fidelity, Schwab, and John Hancock Investments to institutional clients, financial intermediaries, corporations, foundations, endowments, and Taft-Hartley plans. Boston Partners Global Investors, Inc., founded in 1995 and headquartered at One Beacon Street in Boston, Massachusetts, manages over $125 billion in assets across value equity strategies, with additional offices in New York, Los Angeles, Greenbrae (California), and London; the firm operates as an indirect wholly owned subsidiary of ORIX Corporation of Japan and includes divisions such as Boston Partners Private Wealth and WPG Partners. Recent developments include multiple key hires in 2023 and 2024 to bolster research and client service capabilities, such as equity analysts specializing in energy (Mr. Garin, September 2024), international financials and industrials (Ms. Lee, March 2024), healthcare services (Ms. Zona, July 2024), and emerging markets sectors (Mr. Dziama, August 2023); client relations additions like Ms. Burke as Director of Client Service (February 2023) and Mr. McCue for investor relations (June 2023). The fund continues to demonstrate competitive performance, ranking in the top quartile over five years in the large value category, amid ongoing portfolio adjustments such as Boston Partners' increased stake in Beacon Roofing Supply Inc. in September 2024, reflecting strategic conviction in value-oriented industrials.