Boston Partners Small Fund Quote

BPSIX Fund  USD 26.09  0.08  0.31%   

Performance

Weak

 
Weak
 
Strong

Odds Of Distress

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Low
Boston Partners is trading at 26.09 as of the 3rd of January 2026; that is 0.31 percent up since the beginning of the trading day. The fund's open price was 26.01. Boston Partners has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 7th of July 2025 and ending today, the 3rd 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

  0.72OPTCX Rbb FundPairCorr
  0.71BPIRX Boston Partners LongshortPairCorr
  0.88BPSCX Boston Partners SmallPairCorr
  0.95VSIIX Vanguard Small CapPairCorr
  0.94VISVX Vanguard Small CapPairCorr

Moving against Boston Mutual Fund

  0.74BELSX Boston Partners EmergingPairCorr
  0.66ERH Allspring Utilities AndPairCorr

Boston Mutual Fund Highlights

Fund ConcentrationBoston Partners Funds, Large Funds, Small Value Funds, Small Value, Boston Partners (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date31st of December 2024
Fiscal Year EndAugust
Boston Partners Small [BPSIX] is traded in USA and was established 3rd 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 658.46 M in assets under management (AUM) with no minimum investment requirementsBoston Partners Small is currently producing year-to-date (YTD) return of 2.46% with the current yeild of 0.01%, while the total return for the last 3 years was 11.98%.
Check Boston Partners Probability Of Bankruptcy

Instrument Allocation

Top Boston Partners Small Mutual Fund Constituents

PFSIPennyMac Finl SvcsStockFinancials
NVSTEnvista Holdings CorpStockHealth Care
LADLithia MotorsStockConsumer Discretionary
SFStifel FinancialStockFinancials
SNXSynnexStockInformation Technology
VVVValvolineStockMaterials
ALAir LeaseStockIndustrials
HOGHarley DavidsonStockConsumer Discretionary
More Details

Boston Partners Small 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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