Boston Partners Financials
| BPSCX Fund | USD 29.71 0.37 1.26% |
Boston |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Boston Partners Fund Summary
Boston Partners competes with Aggressive Investors, Buffalo Small, Rice Hall, Putnam Small, and Dreyfus Strategic. 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.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US7492553372 |
| Business Address | RBB Fund |
| Mutual Fund Family | Boston Partners |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 888 261 4073 |
| Currency | USD - US Dollar |
Boston Partners Key Financial Ratios
Boston Financial Ratios 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 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 0.10 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.Boston Partners Small Systematic Risk
Boston Partners' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Boston Partners volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twelve with a total number of output elements of fourty-nine. The Beta measures systematic risk based on how returns on Boston Partners Small correlated with the market. If Beta is less than 0 Boston Partners generally moves in the opposite direction as compared to the market. If Boston Partners Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Boston Partners Small is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Boston Partners is generally in the same direction as the market. If Beta > 1 Boston Partners moves generally in the same direction as, but more than the movement of the benchmark.
Boston Partners Thematic Clasifications
Boston Partners Small is part of Small Value Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with small to mid capitalization value equities. Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies
This theme covers Funds with small to mid capitalization value equities. Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies. Get More Thematic Ideas
Boston Partners Small is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 4.91 Billion. Boston Partners retains roughly 637.92 Million in net asset claiming about 13% of funds listed under Small Value category.| Small Value Funds | View |
Boston Partners November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Boston Partners help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Boston Partners Small. We use our internally-developed statistical techniques to arrive at the intrinsic value of Boston Partners Small based on widely used predictive technical indicators. In general, we focus on analyzing Boston Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Boston Partners's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9036 | |||
| Information Ratio | 0.0371 | |||
| Maximum Drawdown | 7.51 | |||
| Value At Risk | (1.26) | |||
| Potential Upside | 1.8 |
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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