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Portfolio > Asset Managers

Closing Set For Boston Partners Small-Cap Value Fu

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Aug. 25, 2003 — The Boston Partners Small Cap Value II/Invest (BPSCX), which has posted strong returns this year, will close to new investors on Friday.

The closing is intended to keep the fund’s assets from reaching a level where they may hurt the fund’s performance, Boston Partners Funds said.

The fund, which had $229 million in assets at the end of last month, was up 29.2% this year through July, compared to gains of 19.7% by the average small-cap value fund, and 22.3% by the Russell 2000 Value index.

For the five years ended in July, the Boston Partners fund returned an average annualized 16.6%, versus 7.7% for its peers, and 7.8% for the index.

The portfolio is ranked 5 Stars by Standard & Poor’s.


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