BPSCX Mutual Fund

BPSCX Mutual Fund (Boston Partners Small Cap Value Fund II Investor class) is managed by Boston Partners with $58.7M in net assets. BPSCX expense ratio is 1.34%, holding 162 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1998-07-01.

BPSCX performance shows a YTD return of 16.97%. The 1-year return is 24.18% and the 5-year return is 8.40%. BPSCX dividend yield stands at 6.88%, paid annually.

BPSCX top holdings include Mount Vernon Liquid Assets Portfolio, Llc (6.8%), 8543448.Srdsq (3.2%), Penguin Solutions Inc Common Stock Usd.01 (2.0%), Stonex Group Inc (1.7%), Firstcash Inc (1.7%). 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.