BPSIX Mutual Fund (Boston Partners Small Cap Value Fund II Institutional Class) is managed by Boston Partners with $790.6M in net assets. BPSIX expense ratio is 1.09%, holding 165 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1998-07-01.

BPSIX performance shows a YTD return of 16.56%. The 1-year return is 25.18% and the 5-year return is 8.50%. BPSIX dividend yield stands at 6.43%, paid annually.

BPSIX top holdings include Realty Income Corporation 3.4 01/15/2030 (11.9%), Firstcash Holdings Inc. (1.6%), U.S. Bank Money Market Deposit Account (1.5%), Bel Fuse Inc. (Class B) (1.4%), Stonex Group Inc.[Snex] (1.4%). View all BPSIX holdings, sector breakdown, or dividend history.

BPSIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BPSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.