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Boston Partners Small Cap Value Fund II (BPSCX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The investment seeks to provide long-term growth of capital primarily through investment in equity securities; current income is a secondary objective. The Advisor pursues the fund's objective by investing, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks of issuers with small market capitalizations and identified by the Adviser as having value characteristics. It may also invest up to 25% of its total assets in non U.S. dollar-denominated securities.

Looking to diversify beyond BPSCX? The mutual funds below have the lowest correlation with BPSCX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from BPSCX.

Best Diversifiers for BPSCX

0 mutual funds have low correlation with BPSCX (below 0.3), 0 of which are negatively correlated. The least correlated is Aegis Value Fund (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.33, down from 0.57 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
AVALX
Aegis Value Fund0.330.480.57
94
Small Cap Value EquitiesBPSCX vs AVALX
BPLEX
Boston Partners Long/Short Equity Fund0.740.780.79
94
Long-ShortBPSCX vs BPLEX
BRSIX
Bridgeway Ultra Small Company Market Fund0.760.790.81
79
Small Cap Value EquitiesBPSCX vs BRSIX
VSCAX
Invesco Small Cap Value Fund0.780.850.90
89
Small Cap Value EquitiesBPSCX vs VSCAX
TASCX
Third Avenue Small Cap Value Fund0.830.800.85
78
Small Cap Value EquitiesBPSCX vs TASCX
See all 21 diversifiers for BPSCX

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