Boston Partners Financials
| BELSX Fund | USD 9.89 0.05 0.50% |
Boston |
Please note that past performance is not an indicator of the future performance of Boston Partners, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Boston Partners Fund Summary
Boston Partners competes with Diamond Hill, Pimco Rae, and Pimco Rae. The fund will invest in a non-diversified, multi-strategy long-short portfolio of equity securities and financial investments with equity like characteristics designed to provide exposure to emerging markets. The Advisor intends, under normal circumstances, to invest at least 80 percent of the funds net assets in the securities of emerging market issuers, related derivative instruments and other investments that are tied economically to emerging market countries. The fund is non-diversified.Specialization | Long-Short Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | 400 Bellevue Pkwy |
| Mutual Fund Family | Boston Partners |
| Mutual Fund Category | Long-Short Equity |
| Benchmark | NYSE Composite |
| Phone | 888 261 4073 |
| Currency | USD - US Dollar |
You should never invest in Boston Partners Emerging without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Boston Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Boston Partners' prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Boston Partners Key Financial Ratios
Generally speaking, Boston Partners' financial ratios allow both analysts and investors to convert raw data from Boston Partners' financial statements into concise, actionable information that can be used to evaluate the performance of Boston Partners over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Boston Partners Emerging reports annually and quarterly.Boston Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Boston Partners's current stock value. Our valuation model uses many indicators to compare Boston Partners value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Boston Partners competition to find correlations between indicators driving Boston Partners's intrinsic value. More Info.Boston Partners Emerging is second largest fund in price to earning among similar funds. It is second largest fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Boston Partners Emerging is roughly 8.66 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Boston Partners by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Boston Partners' Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Boston Partners' earnings, one of the primary drivers of an investment's value.Boston Partners Emerging Systematic Risk
Boston Partners' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Boston Partners volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Boston Partners Emerging correlated with the market. If Beta is less than 0 Boston Partners generally moves in the opposite direction as compared to the market. If Boston Partners Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Boston Partners Emerging is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Boston Partners is generally in the same direction as the market. If Beta > 1 Boston Partners moves generally in the same direction as, but more than the movement of the benchmark.
Boston Partners May 21, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Boston Partners help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Boston Partners Emerging. We use our internally-developed statistical techniques to arrive at the intrinsic value of Boston Partners Emerging based on widely used predictive technical indicators. In general, we focus on analyzing Boston Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Boston Partners's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4569 | |||
| Information Ratio | 0.1979 | |||
| Maximum Drawdown | 2.35 | |||
| Value At Risk | (0.73) | |||
| Potential Upside | 0.8466 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Boston Partners Emerging. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.