Boston Partners Financial Statements From 2010 to 2024

BPSIX Fund  USD 31.49  0.15  0.47%   
Boston Partners financial statements provide useful quarterly and yearly information to potential Boston Partners Small 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 Small 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 Small Mutual Fund Annual Yield Analysis

Boston Partners' Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Yield

 = 

Income from Security

Current Share Price

More About Annual Yield | All Equity Analysis

Current Boston Partners Annual Yield

    
  0.01 %  
Most of Boston Partners' fundamental indicators, such as Annual Yield, 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 Small is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Competition

In accordance with the recently published financial statements, Boston Partners Small has an Annual Yield of 0.008%. This is much higher than that of the Boston Partners family and significantly higher than that of the Small Value category. The annual yield for all United States funds is notably lower than that of the firm.

Boston Partners Small 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 Small is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about  0.10  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Boston Partners Small is roughly  9.95 . 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 Advisor pursues the funds objective by investing, under normal circumstances, at least 80 percent of its net assets 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 percent of its total assets in non U.S. dollar-denominated securities.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

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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