Boston Partners Small Fund Quote
| BPSCX Fund | USD 24.63 0.47 1.95% |
PerformanceGood
| Odds Of DistressLow
|
Boston Partners is trading at 24.63 as of the 6th of January 2026; that is 1.95% increase since the beginning of the trading day. The fund's open price was 24.16. Boston Partners has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 7th of December 2025 and ending today, the 6th of January 2026. 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 consisting primarily of equity securities, such as common stocks of issuers with small market capitalizations and identified by the Adviser as having value characteristics. More on Boston Partners Small
Moving together with Boston Mutual Fund
| 0.8 | OPTCX | Rbb Fund | PairCorr |
| 0.96 | BPIRX | Boston Partners Longshort | PairCorr |
| 0.83 | VSIIX | Vanguard Small Cap | PairCorr |
| 0.86 | VISVX | Vanguard Small Cap | PairCorr |
Moving against Boston Mutual Fund
Boston Mutual Fund Highlights
| Thematic Idea | Small Value Funds (View all Themes) |
| Fund Concentration | Boston Partners Funds, Large Funds, Small Value Funds, Small Value Funds, Small Value, Boston Partners, Large, Small Value Funds (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 31st of December 2024 |
| Fiscal Year End | August |
Boston Partners Small [BPSCX] is traded in USA and was established 6th of January 2026. Boston Partners is listed under Boston Partners category by Fama And French industry classification. The fund is listed under Small Value category and is part of Boston Partners family. The entity is thematically classified as Small Value Funds. This fund currently has accumulated 658.46 M in assets under management (AUM) with minimum initial investment of 2.5 K. Boston Partners Small is currently producing year-to-date (YTD) return of 2.31% with the current yeild of 0.01%, while the total return for the last 3 years was 11.7%.
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 Small 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 Small Mutual Fund Constituents
| CHE | Chemed Corp | Stock | Health Care | |
| WD | Walker Dunlop | Stock | Financials | |
| RDN | Radian Group | Stock | Financials | |
| ENR | Energizer Holdings | Stock | Consumer Staples | |
| MHLD | MHLD Old | Stock | Financials | |
| CNXC | Concentrix | Stock | Industrials | |
| LRN | Stride Inc | Stock | Consumer Discretionary | |
| ENS | Enersys | Stock | Industrials |
Boston Partners Small Risk Profiles
| Mean Deviation | 0.8412 | |||
| Semi Deviation | 0.8118 | |||
| Standard Deviation | 1.33 | |||
| Variance | 1.77 |
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.
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |