BELSX Mutual Fund

BELSX Mutual Fund

NAV$9.45
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Fund Essentials

Net Assets
$59M
Expense Ratio
1.48%
Dividend Yield (Current)
-
Holdings
328
Inception Date
Feb 27, 2015
Fund Family
Boston Partners
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+13.47%
1 Year+11.38%
3 Year+5.54%
5 Year+2.10%
10 Year+4.50%

Asset Allocation

Stocks: 76.56%
Cash: 19.78%
Other: 3.66%
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Dividend Summary

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Frequency
Annually
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

BELSX Mutual Fund Overview

BELSX Mutual Fund (Boston Partners Emerging Markets Dynamic Equity Fund Institutional Class) is managed by Boston Partners with $59.3M in net assets. BELSX expense ratio is 1.48%, holding 328 positions across various sectors. Inception date: 2015-02-27.

BELSX performance shows a YTD return of 13.47%. The 1-year return is 11.38% and the 5-year return is 2.10%.

BELSX top holdings include a diversified portfolio. Go to all BELSX holdings, BELSX sectors, or BELSX dividends.

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