About BPAVX
Boston Partners All Cap Value Fund Investor Class is a mutual fund that aims to deliver long-term capital growth by investing primarily in equity securities, with current income as a secondary objective. The fund employs a value-oriented investment strategy, targeting stocks that the managers consider undervalued across the market capitalization spectrum, including large, mid, and small-cap companies. Its portfolio is diversified across key sectors such as communication services, financials, technology, consumer cyclical, healthcare, and basic materials, with notable holdings in companies like Alphabet Inc., JPMorgan Chase & Co., Oracle Corp., and Johnson & Johnson. Managed by an experienced team employing Boston Partners' established value investing approach, the fund is recognized for its disciplined stock selection and risk management. With a turnover rate of around 33% and a focus on attractively priced equities, this fund plays a significant role for investors interested in broad exposure to U.S. value stocks, seeking to capitalize on potential appreciation while maintaining exposure to various segments of the equity market.
Fund Family Boston Partners
Category Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BPAVX
Index Russell 3000 Value TR
BPAVX had a total return of 14.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.89%.
