BPGIX Mutual Fund

BPGIX Mutual Fund (Boston Partners Global Equity Fund Institutional Class) is managed by Boston Partners with $320.7M in net assets. BPGIX expense ratio is 0.95%, holding 119 positions across sectors including Financials, Health Care, Industrials. Inception date: 2011-12-30.

BPGIX performance shows a YTD return of 10.46%. The 1-year return is 16.86% and the 5-year return is 12.48%. BPGIX dividend yield stands at 9.08%, paid annually.

BPGIX top holdings include Mount Vernon Liquid Assets Portfolio, Llc (3.2%), Banco Bilbao Vizcaya Argentaria S.A. Reg Shs (1.7%), Ing Groep Nv (1.5%), NatWest Group PLC (1.5%), Rexel (1.4%). Go to all BPGIX holdings, BPGIX sectors, or BPGIX dividends.

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