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 across the capitalization spectrum and identified by the Adviser as having value characteristics. It may also invest up to 20% of its total assets in non U.S. dollar denominated securities.

Nasdaq

BPAVX

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 non-diversified portfolio of equity and equity-related securities issued by U.S. and non-U.S. companies of any capitalization size. It is non-diversified.

BPGIX

The fund invests in a diverse portfolio of equity and equity-related securities from U.S. and non-U.S. companies, with at least 80% of its assets allocated to companies meeting sustainability criteria.

BPGSX

The fund actively invests in long positions in stocks identified by the Adviser as undervalued and takes short positions in stocks that the Adviser has identified as overvalued. The cash proceeds from short sales (i.e. sales of securities the fund does not own) are invested in short-term cash instruments to produce a return on such proceeds just below the federal funds rate. The fund invests, both long and short, in equity securities issued by large-, mid- and small (or "micro")-cap companies, as well as other instruments that are convertible into equity securities.

BPIRX

The investment seeks long-term capital appreciation while reducing exposure to general equity market risk and a total return greater than that of the S&P 500 Index over a full market cycle. The fund invests in long positions in stocks identified by the Adviser as undervalued and takes short positions in stocks that the Adviser has identified as overvalued. The Advisor intends, under normal circumstances, to invest at least 80% of its net assets (including borrowings for investment purposes) in equity securities. Under normal circumstances, the Adviser expects that the fund's long positions will not exceed approximately 125% of the fund's net assets.

BPLEX

The fund seeks long-term capital appreciation by investing in long and short equity positions, with the strategy focused on undervalued and overvalued stocks respectively.

NASDAQ

BPLSX

The investment seeks to provide long-term growth of capital primarily through investment in equity securities; current income is a secondary objective. 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.

BPSCX

The mutual fund aims to achieve its objective by mainly investing in small-cap equity securities with value characteristics, while also allocating a portion to non-U.S. dollar-denominated securities.

BPSIX

The investment seeks capital appreciation by investing primarily in common stocks, securities convertible into common stocks and in special situations. The fund invests at least 80% of its net assets (including borrowings for investment purposes) in equity securities of U.S. companies that, at the time of purchase, have a market capitalization that is within the range of the market capitalization of issuers in the Russell 2000 Value Index. It may invest in companies that may experience unusual and possibly unique developments which may create a special opportunity for significant returns.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
BPAVX	Boston Partners All Cap Value Fund	Large Cap Value Equities	Jul 1, 2002	1.05%	-4.93%	10.20%	9.70%	23
BPGIX	Boston Partners Global Equity Fund	Global Equities	Dec 29, 2011	0.95%	-2.56%	10.11%	10.36%	72
BPGSX	Boston Partners Global Sustainability Fund	Global Equities	Dec 28, 2021	0.90%	2.43%	—	80.06%	89
BPIRX	Boston Partners Long/Short Research Fund	Long-Short	Sep 29, 2010	1.40%	-2.07%	6.41%	10.88%	62
BPLEX	Boston Partners Long/Short Equity Fund	Long-Short	Nov 16, 1998	2.21%	0.57%	12.58%	10.88%	93
BPLSX	Boston Partners Long/Short Equity Fund Institution...	Long-Short	Dec 27, 2000	2.04%	0.62%	11.84%	7.88%	93
BPSCX	Boston Partners Small Cap Value Fund II	Small Cap Value Equities	Jul 1, 1998	1.24%	-1.66%	8.49%	8.21%	25
BPSIX	Boston Partners Small Cap Value Fund Class I	Small Cap Value Equities	Jul 25, 2000	0.99%	-1.61%	8.74%	7.68%	25
WPGTX	WPG Partners Small/Micro Cap Value Fund	Small Cap Value Equities	Mar 30, 1972	1.10%	1.86%	8.93%	9.96%	41

Boston Partners Mutual Funds List

Risk vs. Return Scatterplot