BPSCX : Boston Partners Small Cap Value Fund II Investor Class

BPSCX is a US Stocks Market Small Value with HIGH fees.

BPSCX

Boston Partners Small Cap Value Fund II Investor Class

FI Score

40 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

40% FI Score
  • bpscx
  • Mutual Fund
  • US Stocks
  • Small Value

Boston Partners Small Cap Value Fund II Investor Class

Expenses: 1.35% (Better than 0% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide long-term growth of capital primarily through investment in equity securities; current income is a secondary objective. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks of issuers with small market capitalizations and identified by the Adviser as having value characteristics. It may also invest up to 25% of its total assets in non U.S. dollar-denominated securities.

Largest Holdings

Amount Holding
3.18% SLM Corp
2.40% Two Harbors Investment Corp
2.02% Lithia Motors Inc Class A
1.87% Synnex Corp
1.83% Walker & Dunlop Inc
1.71% Energizer Holdings Inc
1.68% Assured Guaranty Ltd
1.60% FTI Consulting Inc
1.60% Valvoline Inc
1.57% Air Lease Corp Class A
1.47% MFA Financial Inc
1.47% ABM Industries Inc
1.46% Graphic Packaging Holding Co
1.41% Syneos Health Inc A
1.38% Ciena Corp
1.38% Change Healthcare Inc
1.36% WESCO International Inc
1.32% KAR Auction Services Inc
1.29% First Hawaiian Inc
1.27% Blackstone Mortgage Trust Inc A
1.25% World Fuel Services Corp
1.18% Essent Group Ltd
1.14% EnerSys
1.11% Belden Inc
1.09% PennyMac Financial Services Inc Class A

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo