About BPGIX
Boston Partners Global Equity Institutional is a mutual fund designed to seek long-term capital growth by investing in a diversified portfolio of global equities. The fund maintains a strategy of allocating at least 80% of its assets to stocks from a wide range of markets and industries, aiming to capture value and growth opportunities worldwide. It primarily focuses on large-cap companies across developed markets, while also allocating a portion to emerging markets, offering broad geographic diversification. The portfolio is managed by a team of experienced analysts and portfolio managers who concentrate on undervalued stocks and those with strong fundamentals, adhering to a value-oriented investment approach. The fund's holdings span diverse sectors, including materials, financials, consumer staples, industrials, and information technology, and its risk profile includes attention to environmental, social, and governance (ESG) factors such as carbon risk. Boston Partners Global Equity Institutional is often utilized by institutional investors seeking to add global equity exposure with a disciplined, research-driven process that targets long-term returns and risk management.
Fund Family Boston Partners
Category World Large-Stock Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BPGIX
Share Class Institutional Class
BPGIX had a total return of 23.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.65%.
