BPSIX Mutual Fund

BPSIX Mutual Fund (Boston Partners Small Cap Value Fund II Institutional Class) is managed by Boston Partners with $736.6M in net assets. BPSIX expense ratio is 1.09%, holding 162 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1998-07-01.

BPSIX performance shows a YTD return of 11.08%. The 1-year return is 10.67% and the 5-year return is 8.47%. BPSIX dividend yield stands at 0.59%.

BPSIX top holdings include Penguin Solutions Inc Common Stock Usd.01 (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 BPSIX holdings, BPSIX sectors, or BPSIX dividends.

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