Boston Partners Global Fund Quote
| BPGIX Fund | USD 25.09 0.17 0.67% |
PerformanceGood
| Odds Of DistressLow
|
Boston Partners is trading at 25.09 as of the 22nd of March 2025; that is 0.67 percent down since the beginning of the trading day. The fund's open price was 25.26. Boston Partners has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The Advisor pursues the funds objective by investing, under normal circumstances, at least 80 percent of its net assets in a diversified portfolio of equity and equity-related securities issued by U.S. and non-U.S. companies of any capitalization size. More on Boston Partners Global
Moving together with Boston Mutual Fund
Moving against Boston Mutual Fund
Boston Mutual Fund Highlights
| Fund Concentration | Boston Partners Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Boston Partners, Large Value, World Large-Stock Value (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 31st of December 2022 |
| Fiscal Year End | August |
Boston Partners Global [BPGIX] is traded in USA and was established 22nd of March 2025. Boston Partners is listed under Boston Partners category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Boston Partners family. This fund currently has accumulated 208.01 M in assets under management (AUM) with minimum initial investment of 100 K. Boston Partners Global is currently producing year-to-date (YTD) return of 10.31% with the current yeild of 0.02%, while the total return for the last 3 years was 11.37%.
Check Boston Partners Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Boston Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Boston Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Boston Partners Global Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Boston Partners Global Mutual Fund Constituents
| STLA | Stellantis NV | Stock | Consumer Discretionary | |
| FLEX | Flex | Stock | Information Technology | |
| CI | Cigna Corp | Stock | Health Care | |
| VST | Vistra Energy Corp | Stock | Utilities | |
| ALL | The Allstate | Stock | Financials | |
| AXP | American Express | Stock | Financials | |
| CRH | CRH PLC ADR | Stock | Materials | |
| MRK | Merck Company | Stock | Health Care |
Boston Partners Global Risk Profiles
| Mean Deviation | 0.6813 | |||
| Semi Deviation | 0.9537 | |||
| Standard Deviation | 0.9169 | |||
| Variance | 0.8407 |
Boston Partners Against Markets
Other Information on Investing in Boston Mutual Fund
Boston Partners financial ratios help investors to determine whether Boston Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Boston with respect to the benefits of owning Boston Partners security.
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