Boston Partners All Cap Fund Quote
BPAIX Fund | USD 32.94 0.05 0.15% |
PerformanceSolid
| Odds Of DistressLow
|
Boston Partners is trading at 32.94 as of the 20th of July 2025; that is 0.15 percent decrease since the beginning of the trading day. The fund's open price was 32.99. Boston Partners has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 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 consisting primarily of equity securities, such as common stocks of issuers across the capitalization spectrum and identified by the Adviser as having value characteristics. More on Boston Partners All Cap
Moving together with Boston Mutual Fund
Boston Mutual Fund Highlights
Fund Concentration | Boston Partners Funds, Large Value Funds, Large Value, Boston Partners (View all Sectors) |
Update Date | 30th of June 2025 |
Expense Ratio Date | 31st of December 2022 |
Fiscal Year End | August |
Boston Partners All Cap [BPAIX] is traded in USA and was established 20th of July 2025. Boston Partners is listed under Boston Partners category by Fama And French industry classification. The fund is listed under Large Value category and is part of Boston Partners family. This fund currently has accumulated 1.37 B in assets under management (AUM) with minimum initial investment of 100 K. Boston Partners All is currently producing year-to-date (YTD) return of 7.77% with the current yeild of 0.01%, while the total return for the last 3 years was 12.97%.
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 All Cap 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 All Cap Mutual Fund Constituents
CSCO | Cisco Systems | Stock | Information Technology | |
IWN | iShares Russell 2000 | Etf | Small Value | |
UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
SCHW | Charles Schwab Corp | Stock | Financials | |
QRVO | Qorvo Inc | Stock | Information Technology | |
PFE | Pfizer Inc | Stock | Health Care | |
PEP | PepsiCo | Stock | Consumer Staples | |
ORCL | Oracle | Stock | Information Technology |
Boston Partners All Risk Profiles
Mean Deviation | 0.6456 | |||
Semi Deviation | 0.5086 | |||
Standard Deviation | 0.8691 | |||
Variance | 0.7554 |
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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