Boston Partners Financial Statements From 2010 to 2024

BELSX Fund  USD 8.68  0.06  0.69%   
Boston Partners financial statements provide useful quarterly and yearly information to potential Boston Partners Emerging investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Boston Partners financial statements helps investors assess Boston Partners' valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Boston Partners' valuation are summarized below:
Boston Partners Emerging does not presently have any fundamental signals for analysis.
Check Boston Partners financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Boston Partners' main balance sheet or income statement drivers, such as , as well as many indicators such as . Boston financial statements analysis is a perfect complement when working with Boston Partners Valuation or Volatility modules.
  
This module can also supplement various Boston Partners Technical models . Check out the analysis of Boston Partners Correlation against competitors.

Boston Partners Emerging Mutual Fund Year To Date Return Analysis

Boston Partners' Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current Boston Partners Year To Date Return

    
  0.92 %  
Most of Boston Partners' fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Boston Partners Emerging is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Competition

In accordance with the company's disclosures, Boston Partners Emerging has a Year To Date Return of 0.9174%. This is much higher than that of the Boston Partners family and significantly higher than that of the Long-Short Equity category. The year to date return for all United States funds is notably lower than that of the firm.

Boston Partners Emerging Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Boston Partners's current stock value. Our valuation model uses many indicators to compare Boston Partners value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Boston Partners competition to find correlations between indicators driving Boston Partners's intrinsic value. More Info.
Boston Partners Emerging is third largest fund in price to earning among similar funds. It also is third largest fund in price to book among similar funds fabricating about  0.12  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Boston Partners Emerging is roughly  8.66 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Boston Partners' earnings, one of the primary drivers of an investment's value.

About Boston Partners Financial Statements

Boston Partners investors use historical fundamental indicators, such as Boston Partners' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Boston Partners. Please read more on our technical analysis and fundamental analysis pages.
The fund will invest 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 percent of the funds net assets in the securities of emerging market issuers, related derivative instruments and other investments that are tied economically to emerging market countries. The fund is non-diversified.

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Other Information on Investing in Boston Mutual Fund

Boston Partners financial ratios help investors to determine whether Boston Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Boston with respect to the benefits of owning Boston Partners security.
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