Boston Partners Small Fund Quote
| BPSIX Fund | USD 27.42 0.02 0.07% |
PerformanceFair
| Odds Of DistressLow
|
Boston Partners is trading at 27.42 as of the 27th of January 2026; that is 0.07 percent up since the beginning of the trading day. The fund's open price was 27.4. Boston Partners has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a fair performance during the last 90 days. The performance scores are derived for the period starting the 29th of October 2025 and ending today, the 27th 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
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 December 2025 |
| Expense Ratio Date | 31st of December 2025 |
| Fiscal Year End | August |
Boston Partners Small [BPSIX] is traded in USA and was established 27th 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. This fund currently has accumulated 695.26 M in assets under management (AUM) with no minimum investment requirementsBoston Partners Small is currently producing year-to-date (YTD) return of 4.0% with the current yeild of 0.01%, while the total return for the last 3 years was 12.1%.
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.
Boston Partners Small Risk Profiles
| Mean Deviation | 0.7103 | |||
| Semi Deviation | 0.7491 | |||
| Standard Deviation | 0.9872 | |||
| Variance | 0.9745 |
Boston Partners Against Markets
BOSTON Mutual Fund Analysis Notes
The fund holds 97.73% of assets under management (AUM) in equities. Boston Partners Small last dividend was 0.14 per share. Large For more info on Boston Partners Small please contact the company at 888-261-4073.Boston Partners Small Investment Alerts
| Latest headline from news.google.com: Norways sovereign wealth fund cuts BP shareholding by a quarter - Reuters | |
| The fund holds 97.73% of its assets under management (AUM) in equities |
Top Boston Partners Small Mutual Fund Constituents
| SF | Stifel Financial | Stock | |
| SAIC | Science Applications International | Stock | |
| SKX | Skechers USA | Stock | |
| ENR | Energizer Holdings | Stock | |
| GPK | Graphic Packaging Holding | Stock | |
| LAD | Lithia Motors | Stock | |
| RDN | Radian Group | Stock | |
| WCC | WESCO International | Stock | |
| FCN | FTI Consulting | Stock | |
| CNXC | Concentrix | Stock | |
| BDC | Belden Inc | Stock | |
| ESNT | Essent Group | Stock | |
| COHR | Coherent | Stock | |
| WD | Walker Dunlop | Stock | |
| TWO | Two Harbors Investments | Stock | |
| AGO | Assured Guaranty | Stock | |
| ENS | Enersys | Stock | |
| CHE | Chemed Corp | Stock | |
| AL | Air Lease | Stock | |
| NVST | Envista Holdings Corp | Stock | |
| LCII | LCI Industries | Stock | |
| SLM | SLM Corp | Stock | |
| LRN | Stride Inc | Stock |
Boston Partners Outstanding Bonds
Boston Partners issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Boston Partners Small uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most BOSTON bonds can be classified according to their maturity, which is the date when Boston Partners Small has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Boston Partners Predictive Daily Indicators
Boston Partners intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Boston Partners mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 27.42 | |||
| Day Typical Price | 27.42 | |||
| Price Action Indicator | 0.01 | |||
| Period Momentum Indicator | 0.02 | |||
| Relative Strength Index | 58.55 |
Boston Partners Forecast Models
Boston Partners' time-series forecasting models are one of many Boston Partners' mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Boston Partners' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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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