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.
- Number of Funds
- 9
- Avg. Expense Ratio
- 1.32%
- Avg. 1 Year Return
- 25.50%
- Avg. 5 Year Return
- 14.77%
- Median Risk/Return Score
- 78 / 100
Boston Partners Mutual Funds List
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| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Boston Partners All Cap Value Fund | Large Cap Value Equities | Jul 1, 2002 | 1.05% | 15.69% | 11.64% | 7.97% | 82 |
Explore top Boston Partners Mutual Fund Categories and Asset Classes
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.
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5 Years
Best Boston Partners Mutual funds by Risk/Return Score
The top Boston Partners Mutual funds by PortfoliosLab Risk/Return Score are BPLEX (98) and BPAVX (82).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | 98 | — | Nov 1998 | |
| Boston Partners All Cap Value Fund | 82 | — | Jul 2002 | |
| Boston Partners Long/Short Research Fund | 78 | — | Sep 2010 | |
| WPG Partners Small/Micro Cap Value Fund | 78 | — | Mar 1972 | |
| Boston Partners Global Equity Fund | 76 | — | Dec 2011 |
Best-Performing Boston Partners Mutual funds Over 5 Years
The top Boston Partners Mutual funds is BPLEX (27.08%).
Across the lineup, Boston Partners Mutual funds show an average 1-year return of 25.50% and an average 5-year return of 14.77%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | 27.08% | — | Nov 1998 | |
| Boston Partners Global Equity Fund | 13.21% | — | Dec 2011 | |
| WPG Partners Small/Micro Cap Value Fund | 12.48% | — | Mar 1972 | |
| Boston Partners All Cap Value Fund | 11.48% | — | Jul 2002 | |
| Boston Partners Long/Short Research Fund | 11.31% | — | Sep 2010 |
Lowest-Cost Boston Partners Mutual funds
The top Boston Partners Mutual funds is BPGIX (0.95%).
With an average expense ratio of 1.32%, Boston Partners Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Boston Partners Global Equity Fund | 0.95% | — | Dec 2011 | |
| Boston Partners Small Cap Value Fund Class I | 0.99% | — | Jul 2000 | |
| Boston Partners All Cap Value Fund | 1.05% | — | Jul 2002 | |
| WPG Partners Small/Micro Cap Value Fund | 1.10% | — | Mar 1972 | |
| Boston Partners Small Cap Value Fund II | 1.24% | — | Jul 1998 |
Highest-Yield Boston Partners Mutual funds
The top Boston Partners Mutual funds is BPIRX (9.89%).
Across the lineup, Boston Partners Mutual funds show an average dividend yield of 16.03%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Boston Partners Long/Short Research Fund | 9.89% | — | Sep 2010 | |
| Boston Partners Long/Short Equity Fund | 9.03% | — | Nov 1998 | |
| Boston Partners Global Equity Fund | 8.97% | — | Dec 2011 | |
| WPG Partners Small/Micro Cap Value Fund | 8.51% | — | Mar 1972 | |
| Boston Partners All Cap Value Fund | 7.97% | — | Jul 2002 |
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Top Mutual funds Comparisons
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