Boston Partners Emerging Fund Quote
| BELSX Fund | USD 8.72 0.05 0.58% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Boston Partners is trading at 8.72 as of the 17th of January 2025; that is 0.58 percent up since the beginning of the trading day. The fund's open price was 8.67. Boston Partners has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 18th of November 2024 and ending today, the 17th of January 2025. Click here to learn more.
The fund will invest in a 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.. More on Boston Partners Emerging
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Boston Mutual Fund Highlights
| Thematic Idea | Emerging Markets Funds (View all Themes) |
| Fund Concentration | Boston Partners Funds, Large Blend Funds, Long-Short Equity Funds, Emerging Markets Funds, Long-Short Equity, Boston Partners (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 31st of December 2022 |
| Fiscal Year End | August |
Boston Partners Emerging [BELSX] is traded in USA and was established 17th of January 2025. Boston Partners is listed under Boston Partners category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Boston Partners family. The entity is thematically classified as Emerging Markets Funds. This fund currently has accumulated 61.82 M in assets under management (AUM) with minimum initial investment of 100 K. Boston Partners Emerging is currently producing year-to-date (YTD) return of 0.35%, while the total return for the last 3 years was -0.2%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Boston Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Boston Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Boston Partners Emerging Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Boston Partners Emerging Mutual Fund Constituents
| NTES | NetEase | Stock | Communication Services | |
| AL | Air Lease | Stock | Industrials | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| NESR | National Energy Services | Stock | Energy | |
| MU | Micron Technology | Stock | Information Technology | |
| INDA | iShares MSCI India | Etf | India Equity | |
| FMX | Fomento Economico Mexicano | Stock | Consumer Staples |
Boston Partners Emerging Risk Profiles
| Mean Deviation | 0.3773 | |||
| Standard Deviation | 0.4934 | |||
| Variance | 0.2434 | |||
| Risk Adjusted Performance | (0.08) |
Boston Partners Against Markets
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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