Boston Partners Emerging Fund Fundamentals
| BELSX Fund | USD 9.89 0.05 0.50% |
Boston Partners Emerging fundamentals help investors to digest information that contributes to Boston Partners' financial success or failures. It also enables traders to predict the movement of Boston Mutual Fund. The fundamental analysis module provides a way to measure Boston Partners' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Boston Partners mutual fund.
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Boston Partners Emerging Mutual Fund Year To Date Return Analysis
Boston Partners' Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Boston Partners Year To Date Return | 13.99 % |
Most of Boston Partners' fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Boston Partners Emerging is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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In accordance with the company's disclosures, Boston Partners Emerging has a Year To Date Return of 13.9908%. This is much higher than that of the Boston Partners family and significantly higher than that of the Long-Short Equity category. The year to date return for all United States funds is notably lower than that of the firm.
Boston Partners Emerging Fundamental Drivers 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 Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Boston Partners' direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Boston Partners could also be used in its relative valuation, which is a method of valuing Boston Partners by comparing valuation metrics of similar companies.Boston Partners is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Boston Partners
The fund invests 60.94% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (0.02%) , cash (28.44%) and various exotic instruments.Asset allocation divides Boston Partners' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Boston Fundamentals
| Price To Earning | 10.31 X | |||
| Price To Book | 1.19 X | |||
| Price To Sales | 0.83 X | |||
| Year To Date Return | 13.99 % | |||
| One Year Return | 17.77 % | |||
| Three Year Return | 2.88 % | |||
| Five Year Return | 6.02 % | |||
| Net Asset | 61.82 M | |||
| Minimum Initial Investment | 100 K | |||
| Last Dividend Paid | 0.94 | |||
| Cash Position Weight | 28.44 % | |||
| Equity Positions Weight | 60.94 % | |||
| Bond Positions Weight | 0.02 % |
About Boston Partners Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Boston Partners Emerging's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Boston Partners using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Boston Partners Emerging based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
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