The Fund Grade · free · no account needed

What grade does BPGIX get?

Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.

A

Fundprints Fund Grade · as of 2026-10-01

Boston Partners Global Equity Institutional Class

#115 of 500 graded active funds · blend · mid segment peer group

The point · specialist footprint

BPGIX puts less of its book behind proven specialists than 68% of graded funds.

Bottom 20%

● Bottom 40%

Middle

Top 40%

Top 20%

beat the S&P in 22% of quarters+3.8%/qtr better · 43% beat rate

That has mattered: over the past 2.7 years, funds with this little specialist backing trailed top-rung funds by about 3.8% per quarter and beat the S&P in only 22% of fund-quarters. If it also charges an active fee, the higher-graded alternatives deserve a look.

10,000+ funds tracked · the graded specialists among them drive every read

The grade scores this fund's specialist share, the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.

BPGIX vs the Honor Roll · share card ↗

Conviction exposure

12.3%

of the book in specialist-converged names

Late-stage weight

26.1%

of the book in Crowded or Fading names

Active share

96.4%

how far it strays from the index

The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.

Inside the book: top names by stage · as of 2026-10-20

Early Conviction
AYI 0.9%USFD 0.4%
Consensus
LH 1.3%DIS 1.2%NTAP 1.2%+23 locked
Emerging
JPM 0.9%EMN 0.6%MKL 0.6%+1 locked
Crowded
FCX 1.1%BAC 1.1%RYAAY 1.1%+6 locked
Fading
CRH 1.5%TXT 1.2%SLB 0.9%+6 locked

We email you the day it crosses 50% crowded, and where you stand every month.

Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.

The read · what to do with it

BPGIX earns an A grade and ranks 115 of 500 graded funds, with specialists making early conviction bets on DIS, FCX, and BAC. The concern is a cluster of fading positions including CVS, CI, and TXT, where specialist investors are already heading for the exit.

→ Watch CVS, CI, and TXT closely, as specialists are fading all three and together they represent meaningful weight.

→ Note the early conviction calls on DIS, FCX, and BAC as the clearest evidence of where this fund sees unpriced opportunity.

Support leaving these positions

CRH 1.5% of the fund · Fading

TXT 1.2% of the fund · Fading

FCX 1.1% of the fund · Crowded

BAC 1.1% of the fund · Crowded

RYAAY 1.1% of the fund · Crowded

Where it's genuinely early

JPM 0.9% of the fund · Emerging

AYI 0.9% of the fund · Early Conviction

EMN 0.6% of the fund · Emerging

Read from today's disclosed book. Evidence, not advice.

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