BPGSX Mutual Fund

BPGSX Mutual Fund (Boston Partners Global Sustainability Fund) is managed by Boston Partners with $7.9M in net assets. BPGSX expense ratio is 0.90%, holding 87 positions across sectors including Health Care, Financials, Industrials. Inception date: 2021-12-29.

BPGSX performance shows a YTD return of 1.89%. The 1-year return is 10.80%. BPGSX dividend yield stands at 80.01%, paid annually.

BPGSX top holdings include Spie Sa (2.8%), Sumitomo Mitsui Financial Servicesancial Gr (2.4%), Marks & Spencer Group Plc (2.4%), Compagnie de Saint Gobain SA (2.2%), Informa Plc (2.1%). View all BPGSX holdings, sector breakdown, or dividend history.

BPGSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BPGSX alternatives are available via the screener, along with tax-loss harvesting opportunities.