PortfoliosLab logo

Boston Partners Mutual Funds List

Here you can find all mutual funds issued by Boston Partners and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Click on any fund in the list to see complete information, including risk and performance analysis.


Year-to-Date Return

0.0%10.0%

10-Year Annualized Return

0.0%10.0%

Sharpe Ratio

0.00.1

Omega ratio

0.00.1

Sortino ratio

0.00.1

Calmar ratio

0.00.1

Ulcer Index

0.0%10.0%

10Y Volatility

0.0%10.0%

Maximum Drawdown

0.0%10.0%

Dividend Yield

0.0%10.0%
SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
BELSXBoston Partners Emerging Markets Dynamic Equity FundLong-ShortFeb 26, 20151.40%2.6%1.1%24.0%-34.2%-0.8
BGLSXBoston Partners Global Long/Short FundLong-ShortDec 30, 20131.81%0.1%4.5%2.2%-32.6%0.4
BPAVXBoston Partners All Cap Value FundLarge Cap Value EquitiesJul 1, 20021.05%-1.7%9.3%8.6%-49.6%0.0
BPEMXBoston Partners Emerging Markets FundEmerging Markets DiversifiedOct 16, 20171.00%9.3%0.8%3.0%-36.6%0.2
BPGIXBoston Partners Global Equity FundGlobal EquitiesDec 29, 20110.95%1.7%6.7%1.5%-45.8%0.1
BPIRXBoston Partners Long/Short Research FundLong-ShortSep 29, 20101.40%-3.7%4.3%21.7%-34.1%-0.0
BPLEXBoston Partners Long/Short Equity FundLong-ShortNov 16, 19982.21%-0.9%3.7%15.3%-43.5%0.1
BPSCXBoston Partners Small Cap Value Fund IISmall Cap Value EquitiesJul 1, 19981.24%-3.4%5.7%8.0%-62.7%-0.2
WPGTXWPG Partners Small/Micro Cap Value FundSmall Cap Value EquitiesMar 30, 19721.10%0.1%4.5%17.8%-68.7%0.0

1–9 of 9

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

Loading data...