Boston Partners Small Fund Quote
| BPSIX Fund | USD 24.47 0.50 2.00% |
PerformanceVery Weak
| Odds Of DistressLow
|
Boston Partners is trading at 24.47 as of the 30th of March 2025; that is 2 percent decrease since the beginning of the trading day. The fund's open price was 24.97. Boston Partners has about a 24 % 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 28th of February 2025 and ending today, the 30th of March 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 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
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Boston Mutual Fund Highlights
| Fund Concentration | Boston Partners Funds, Large Funds, Small Value Funds, Small Value, Boston Partners (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 31st of December 2022 |
| Fiscal Year End | August |
Boston Partners Small [BPSIX] is traded in USA and was established 30th of March 2025. 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. This fund currently has accumulated 637.92 M in assets under management (AUM) with no minimum investment requirementsBoston Partners Small is currently producing year-to-date (YTD) return of 0.81% with the current yeild of 0.01%, while the total return for the last 3 years was 4.2%.
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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 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
| HOG | Harley Davidson | Stock | Consumer Discretionary | |
| NVST | Envista Holdings Corp | Stock | Health Care | |
| WCC | WESCO International | Stock | Industrials | |
| SLM | SLM Corp | Stock | Financials | |
| CIEN | Ciena Corp | Stock | Information Technology | |
| GPK | Graphic Packaging Holding | Stock | Materials | |
| ENS | Enersys | Stock | Industrials | |
| VVV | Valvoline | Stock | Materials |
Boston Partners Small Risk Profiles
| Mean Deviation | 0.81 | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.1 | |||
| Risk Adjusted Performance | (0.07) |
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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