Equity

Multi-Asset

Bond

Real Estate

Alternatives

Commodity

The fund will pursue its objective by investing in a non-diversified, multi-strategy long-short portfolio of equity securities and financial investments with equity like characteristics designed to provide exposure to emerging markets. The Advisor intends, under normal circumstances, to invest at least 80% of the fund's net assets (including borrowings for investment purposes) in the securities of emerging market issuers, related derivative instruments and other investments that are tied economically to emerging market countries.

BELSX

Under normal market conditions, the fund invests significantly (ordinarily at least 40% - unless market conditions are not deemed favorable by the Adviser, in which case the fund would invest at least 30%) in non-U.S. companies. It principally will be invested in issuers located in countries with developed securities markets, but may also invest in issuers located in emerging markets. The fund will allocate its assets among various regions and countries, including the United States (but in no less than three different countries). It is non-diversified.

BGLSX

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.

BPAVX

The investment seeks long-term growth of capital. The fund will pursue its objective through a value oriented, research-driven strategy of investing in equity securities and financial instruments with equity like characteristics designed to provide exposure to emerging markets. The advisor intends, under normal circumstances, to invest at least 80% of the fund's net assets (including borrowings for investment purposes) in the securities of emerging market issuers, related derivative instruments and other investments that are tied economically to emerging market countries.

BPEMX

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 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 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 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.

WPGTX

Fidelity

Blackrock

Vanguard

T. Rowe Price

Franklin Templeton

Voya

Invesco

JPMorgan Chase

John Hancock

American Funds

Dimensional Fund Advisors LP

Columbia Threadneedle

Goldman Sachs

Principal

Allspring Global Investments

American Century Investments

TIAA Investments

ProFunds

Victory Capital

AllianceBernstein

Eaton Vance

Federated

Hartford

Delaware Funds

PIMCO

Virtus

Charles Schwab

Nuveen

Transamerica

BNY Mellon

MassMutual

Lord Abbett

Nationwide

Putnam

Great-West

PGIM Investments

Janus Henderson

Neuberger Berman

Morgan Stanley

State Street Global Advisors

Natixis Funds

Alger

Lazard

New York Life Investments

Touchstone

Amundi US

Calvert Research and Management

VALIC

Guggenheim

Russell

Thrivent

Rydex Funds

UBS Asset Management

GuideStone Funds

Northern Funds

American Beacon

Calamos

Sterling Capital

AQR Funds

Allianz Global Investors

Baird

Brown Advisory Funds

Dreyfus

Glenmede

Harbor

PGIM Funds (Prudential)

1290 Funds

Aberdeen

Baron Capital Group, Inc.

Thornburg

Gabelli

Legg Mason

Segall Bryant & Hamill

William Blair

Artisan Partners Funds

Carillon Family of Funds

Victory

Wasatch

Baillie Gifford Funds

Madison Funds

Manning & Napier

Saratoga

Catalyst Mutual Funds

Direxion

Royce Investment Partners

Timothy Plan

Dunham

Gotham

Hotchkis & Wiley

Ivy Funds

RBC Global Asset Management.

Boston Partners

Buffalo

Catholic Investor

Symbol	Full name	Category	Inception	Expense Ratio	YTD Ret.	10Y Ann. Ret.	Div. Yield	Max. Drawdown	Sharpe Ratio
BELSX	Boston Partners Emerging Markets Dynamic Equity Fund	Long-Short	Feb 26, 2015	1.40%	2.6%	1.1%	24.0%	-34.2%	-0.8
BGLSX	Boston Partners Global Long/Short Fund	Long-Short	Dec 30, 2013	1.81%	0.1%	4.5%	2.2%	-32.6%	0.4
BPAVX	Boston Partners All Cap Value Fund	Large Cap Value Equities	Jul 1, 2002	1.05%	-1.7%	9.3%	8.6%	-49.6%	0.0
BPEMX	Boston Partners Emerging Markets Fund	Emerging Markets Diversified	Oct 16, 2017	1.00%	9.3%	0.8%	3.0%	-36.6%	0.2
BPGIX	Boston Partners Global Equity Fund	Global Equities	Dec 29, 2011	0.95%	1.7%	6.7%	1.5%	-45.8%	0.1
BPIRX	Boston Partners Long/Short Research Fund	Long-Short	Sep 29, 2010	1.40%	-3.7%	4.3%	21.7%	-34.1%	-0.0
BPLEX	Boston Partners Long/Short Equity Fund	Long-Short	Nov 16, 1998	2.21%	-0.9%	3.7%	15.3%	-43.5%	0.1
BPSCX	Boston Partners Small Cap Value Fund II	Small Cap Value Equities	Jul 1, 1998	1.24%	-3.4%	5.7%	8.0%	-62.7%	-0.2
WPGTX	WPG Partners Small/Micro Cap Value Fund	Small Cap Value Equities	Mar 30, 1972	1.10%	0.1%	4.5%	17.8%	-68.7%	0.0

Boston Partners Mutual Funds List

Risk vs. Return Scatterplot