BPSCX Mutual Fund

BPSCX Mutual Fund (Boston Partners Small Cap Value Fund II Investor class) is managed by Boston Partners with $53.0M in net assets. BPSCX expense ratio is 1.34%, holding 162 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1998-07-01.

BPSCX performance shows a YTD return of 16.72%. The 1-year return is 16.03% and the 5-year return is 8.03%. BPSCX dividend yield stands at 6.89%, paid annually.

BPSCX top holdings include Penguin Solutions Inc (2.5%), Tri-State Deposit 01/01/2050 (2.1%), Bel Fuse Inc Class B (1.8%), Magnite (1.5%), U.S. Bank Money Market Deposit Account 08/01/2031 (1.4%). Go to all BPSCX holdings, BPSCX sectors, or BPSCX dividends.

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