BPSIX Mutual Fund

BPSIX Mutual Fund (Boston Partners Small Cap Value Fund II Institutional Class) is managed by Boston Partners with $709.1M in net assets. BPSIX expense ratio is 1.09%, holding 160 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1998-07-01.

BPSIX performance shows a YTD return of 14.07%. The 1-year return is 18.62% and the 5-year return is 7.65%. BPSIX dividend yield stands at 0.58%, paid annually.

BPSIX top holdings include Mount Vernon Liquid Assets Portfolio, Llc (4.2%), U.S. Bank Money Market Deposit Account (3.6%), FEDERAL AGRIC MTG CORP-CL C (1.4%), Bel Fuse Inc Cl B (1.3%), Weatherford International Plc (1.3%). 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.