Boston Partners Small Cap Value Fund II Investor Class (BPSCX) Research

This fund primarily aims to achieve significant long-term capital growth through investments in equity securities, with current income being a secondary consideration. To pursue these objectives, the Advisor generally allocates a minimum of 80% of the fund's net assets (including any funds borrowed for investment purposes) to a varied portfolio consisting mainly of equity holdings. These holdings primarily include common stocks of companies with small market capitalizations that the Adviser has identified as possessing value characteristics. Additionally, the fund may allocate up to 25% of its total assets to securities denominated in currencies other than the U.S. dollar.

Market snapshot

Symbol
BPSCX
Price
$27.52
Day change
+1.25%
Market cap
$815.8M
52-week range
23.54-27.67
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Applied Finance Select Fund Investor Class (AFVLX)
  • Boston Partners Small Cap Value Fund II (BPSIX)
  • Allspring Large Cap Core Fund - Class R6 (EGORX)
  • AMG GW&K Small Cap Core Fund Class I (GWEIX)
  • Janus Henderson European Focus Fund Class I (HFEIX)
  • Janus Henderson European Focus Fund - T Shares (HFETX)
  • BNY Mellon Mid Cap Multi-Strategy Fund Class Investor (MIMSX)
  • PIMCO StocksPLUS Small Fund Class A (PCKAX)

Open Boston Partners Small Cap Value Fund II Investor Class (BPSCX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.