Boston Partners All Cap Value Fund Investor Class (BPAVX)

Overview

The Advisor operates as an investment fund with a primary focus on equity securities. It seeks to achieve its investment objective by dedicating at least 80% of its net assets, including funds borrowed for investment purposes, to a diversified portfolio composed mainly of equity securities. These securities range across various capitalizations and are selected based on their value characteristics, as identified by the Advisor. The fund's strategy aims to cater to investors looking for exposure to equity markets with a value investing approach.

Products and Services

• Equity Securities Investment

  Under this service, the Advisor allocates a minimum of 80% of its net assets towards investments in equity securities. This includes common stocks across the capitalization spectrum, from small to large caps. The selection criteria focus on identifying securities that possess value characteristics, indicating that they may be undervalued in the market and hence, present a favorable investment opportunity.

• Non-U.S. Dollar Denominated Securities Investment

  Up to 20% of the total assets of the fund can be invested in securities that are denominated in non-U.S. dollars. This portion of the portfolio provides investors with exposure to foreign markets, potentially diversifying their investment and risk. It also allows the fund to seek opportunities for growth outside the U.S. dollar environment, tapping into the economic dynamics of other countries.