BPAIX Mutual Fund

BPAIX Mutual Fund (Boston Partners All-Cap Value Fund Institutional Class) is managed by Boston Partners with $1.18B in net assets. BPAIX expense ratio is 0.80%, holding 107 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2002-07-01.

BPAIX performance shows a YTD return of 13.89%. The 1-year return is 19.17% and the 5-year return is 11.96%. BPAIX dividend yield stands at 0.80%.

BPAIX top holdings include Bank of America Corp.: Financials (2.8%), Alphabet Inc (2.8%), Johnson & Johnson - Common (2.4%), Microsoft Corp (2.3%), Corpay Inc (2.3%). Go to all BPAIX holdings, BPAIX sectors, or BPAIX dividends.

BPAIX can be compared against other funds. Use BPAIX overlap to find shared positions, or BPAIX vs another fund for a side-by-side view. BPAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.