Boston Partners Small Fund Buy Hold or Sell Recommendation
| BPSIX Fund | USD 31.49 0.15 0.47% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Boston Partners Small is 'Strong Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Boston Partners Small given historical horizon and risk tolerance towards Boston Partners. When Macroaxis issues a 'buy' or 'sell' recommendation for Boston Partners Small, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Boston Partners Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual funds such as Boston and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Boston Partners Small. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
Boston |
Execute Boston Partners Buy or Sell Advice
The Boston recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Boston Partners Small. Macroaxis does not own or have any residual interests in Boston Partners Small or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Boston Partners' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Analyst Consensus | Not Available | Details |
Boston Partners Trading Alerts and Improvement Suggestions
| Latest headline from news.google.com: B.P. Marsh Partners fund SRT with up to 2.5m, subscribe to 25.5 percent share - Reinsurance News | |
| The fund holds 97.73% of its assets under management (AUM) in equities |
Boston Partners Returns Distribution Density
The distribution of Boston Partners' historical returns is an attempt to chart the uncertainty of Boston Partners' future price movements. The chart of the probability distribution of Boston Partners daily returns describes the distribution of returns around its average expected value. We use Boston Partners Small price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Boston Partners returns is essential to provide solid investment advice for Boston Partners.
| Mean Return | 0.15 | Value At Risk | -1.29 | Potential Upside | 1.79 | Standard Deviation | 1.23 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Boston Partners historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Boston Partners Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Boston Partners or Boston Partners sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Boston Partners' price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Boston fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.03 | |
β | Beta against Dow Jones | 1.41 | |
σ | Overall volatility | 1.25 | |
Ir | Information ratio | 0.01 |
Boston Partners Volatility Alert
Boston Partners Small has low volatility with Treynor Ratio of 0.1, Maximum Drawdown of 7.5 and kurtosis of 8.68. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Boston Partners' mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Boston Partners' mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Boston Partners Fundamentals Vs Peers
Comparing Boston Partners' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Boston Partners' direct or indirect competition across all of the common fundamentals between Boston Partners and the related equities. This way, we can detect undervalued stocks with similar characteristics as Boston Partners or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Boston Partners' fundamental indicators could also be used in its relative valuation, which is a method of valuing Boston Partners by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Boston Partners to competition |
| Fundamentals | Boston Partners | Peer Average |
| Price To Earning | 15.42 X | 6.53 X |
| Price To Book | 1.55 X | 0.74 X |
| Price To Sales | 0.71 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 21.88 % | 0.39 % |
| One Year Return | 33.45 % | 4.15 % |
| Three Year Return | 7.40 % | 3.60 % |
| Five Year Return | 10.49 % | 3.24 % |
| Ten Year Return | 6.51 % | 1.79 % |
| Net Asset | 637.92 M | 4.11 B |
| Last Dividend Paid | 0.14 | 0.65 |
| Cash Position Weight | 2.27 % | 10.61 % |
| Equity Positions Weight | 97.73 % | 63.90 % |
Boston Partners Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Boston . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 31.49 | |||
| Day Typical Price | 31.49 | |||
| Price Action Indicator | (0.07) | |||
| Period Momentum Indicator | (0.15) | |||
| Relative Strength Index | 52.76 |
About Boston Partners Buy or Sell Advice
When is the right time to buy or sell Boston Partners Small? Buying financial instruments such as Boston Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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In addition to having Boston Partners in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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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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