BPSIX Mutual Fund Analysis & Holdings | MarketXLS

BPSIX Mutual Fund

NAV$31.13

AUM$761M

TER1.09%

Holdings165

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BPSIX Mutual Fund

NAV$31.13

Boston Partners Small Cap Value Fund II Institutional Class

AUM$761M

TER1.09%

Holdings165

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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BPSIX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include LSVQX, AVPAX, GSYPX, CUSRX, HNVRX.

BPSIX alternatives help with portfolio diversification and cost optimization. BPSIX overlap analysis shows shared holdings with similar funds. BPSIX tax-loss harvesting finds correlated substitutes.