Boston Partners Small Cap Value Fund II (BPSIX) Research

The Boston Partners Small Cap Value Fund II aims to achieve its investment objectives by typically committing at least 80% of its net assets (including any funds borrowed for investment purposes) to a diversified collection of equity holdings. These investments primarily consist of common stocks from companies with smaller market capitalizations that the Advisor has identified as offering good value. Additionally, the fund retains the flexibility to invest up to a quarter of its total assets in securities denominated in non-U.S. dollar currencies.

Market snapshot

Symbol
BPSIX
Price
$29.75
Day change
+1.22%
Market cap
$814.9M
52-week range
25.3-29.91
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Applied Finance Select Fund Investor Class (AFVLX)
  • Boston Partners Small Cap Value Fund II Investor Class (BPSCX)
  • Cullen High Dividend Equity Fund Retail Class (CHDEX)
  • Allspring Large Cap Core Fund - Class R6 (EGORX)
  • Janus Henderson European Focus Fund Class I (HFEIX)
  • Janus Henderson European Focus Fund - T Shares (HFETX)
  • Congress Mid Cap Growth Fund Institutional Class (IMIDX)
  • BlackRock Advantage Large Cap Value Fund - Class A (MDLVX)

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