Boston Partners Global Fund Quote

BPGIX Fund  USD 23.29  0.15  0.65%   

Performance

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Odds Of Distress

Less than 22

 
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Boston Partners is trading at 23.29 as of the 17th of January 2025; that is 0.65 percent up since the beginning of the trading day. The fund's open price was 23.14. 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 Advisor pursues the funds objective by investing, under normal circumstances, at least 80 percent of its net assets in a diversified portfolio of equity and equity-related securities issued by U.S. and non-U.S. companies of any capitalization size. More on Boston Partners Global

Moving together with Boston Mutual Fund

  0.76BELSX Boston Partners EmergingPairCorr
  0.94BPAVX Boston Partners AllPairCorr
  0.94BPAIX Boston Partners AllPairCorr

Moving against Boston Mutual Fund

  0.56OPTCX Rbb FundPairCorr

Boston Mutual Fund Highlights

Fund ConcentrationBoston Partners Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Boston Partners, Large Value, World Large-Stock Value (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date31st of December 2022
Fiscal Year EndAugust
Boston Partners Global [BPGIX] 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 World Large-Stock Value category and is part of Boston Partners family. This fund currently has accumulated 208.01 M in assets under management (AUM) with minimum initial investment of 100 K. Boston Partners Global is currently producing year-to-date (YTD) return of 0.57% with the current yeild of 0.02%, while the total return for the last 3 years was 4.05%.
Check Boston Partners Probability Of Bankruptcy

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 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

ETNEaton PLCStockIndustrials
BACBank of AmericaStockFinancials
WHGRFWH Group LimitedPink SheetPackaged Foods
VSTVistra Energy CorpStockUtilities
GOOGAlphabet Inc Class CStockCommunication Services
WFCWells FargoStockFinancials
AXPAmerican ExpressStockFinancials
CRHCRH PLC ADRStockMaterials
More Details

Boston Partners Global Risk Profiles

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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