Boston Partners Global Fund Quote
Boston Partners is trading at 15.12 as of the 17th of January 2025; that is No Change since the beginning of the trading day. The fund's open price was 15.12. 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.
Boston Mutual Fund Highlights
| Fund Concentration | Boston Partners Funds, Large Blend Funds, Long-Short Equity Funds, Long-Short Equity, Boston Partners, Large Value, Long-Short Equity (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 31st of December 2022 |
| Fiscal Year End | August |
Boston Partners Global [BGRSX] 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. This fund currently has accumulated 162.44 M in assets under management (AUM) with no minimum investment requirementsBoston Partners Global is currently producing year-to-date (YTD) return of 0.82% with the current yeild of 0.02%, while the total return for the last 3 years was 7.5%.
Check Boston Partners Probability Of Bankruptcy
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 Global 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 Global Mutual Fund Constituents
| C | Citigroup | Stock | Financials | |
| CVS | CVS Health Corp | Stock | Health Care | |
| STM | STMicroelectronics NV ADR | Stock | Information Technology | |
| VZ | Verizon Communications | Stock | Communication Services | |
| FLEX | Flex | Stock | Information Technology | |
| PFE | Pfizer Inc | Stock | Health Care | |
| MRK | Merck Company | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology |
Boston Partners Global Risk Profiles
| Mean Deviation | 0.0968 | |||
| Standard Deviation | 0.1905 | |||
| Variance | 0.0363 | |||
| Risk Adjusted Performance | (0.17) |
Boston Partners Against Markets
Boston Partners Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Boston Partners mutual fund to make a market-neutral strategy. Peer analysis of Boston Partners could also be used in its relative valuation, which is a method of valuing Boston Partners by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
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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