BPSIX Mutual Fund

BPSIX Mutual Fund (Boston Partners Small Cap Value Fund II Institutional Class) is managed by Boston Partners with $788.6M in net assets. BPSIX expense ratio is 1.09%, holding 162 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1998-07-01.

BPSIX performance shows a YTD return of 17.13%. The 1-year return is 24.49% and the 5-year return is 8.84%. BPSIX dividend yield stands at 6.43%, paid annually.

BPSIX top holdings include Natwest Markets Securities Inc (6.8%), Currency Contract - USD (3.2%), Penguin Solutions Inc Common Stock Usd.01 (2.0%), Stonex Group Inc (1.7%), Firstcash Inc (1.7%). 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.