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Boston Partners Global Equity Institutional Class

Boston Partners Global Equity Institutional Class

BPGIX Β· NMFQS
BPGIX Β· NMFQS
24.94
USD0.120.48%
Boston Partners Global Equity Institutional Class
BPGIX
24.94
USD0.120.48%

Sector weight

Sector
Equity %
Category Average
Financial Services
27.18%
16.57%
Industrials
17.80%
9.50%
Consumer Defensive
11.85%
8.03%
Technology
9.95%
11.13%
Healthcare
9.73%
11.84%
Basic Materials
6.01%
9.04%
Consumer Cyclical
4.78%
7.94%
Energy
4.72%
8.39%
Communication Services
4.20%
6.72%
Utilities
3.79%
3.13%
Government
3.79%
4.42%
Municipal
3.79%
0.00%
Corporate
3.79%
2.00%
Securitized
3.79%
0.00%
Cash and Equivalents
3.79%
57.95%
Derivative
3.79%
35.63%
Real Estate
0.00%
7.71%

World Regions

Region
Equity %
Category Average
North America
67.87%
59.93%
Europe Developed
10.21%
18.52%
Asia Emerging
5.46%
2.38%
Japan
5.16%
4.54%
United Kingdom
3.82%
8.65%
Asia Developed
3.77%
3.49%
Australasia
1.55%
0.88%
Africa/Middle East
1.29%
0.66%
Latin America
0.70%
0.94%
Europe Emerging
0.18%
0.01%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
29.01K USD
56.88K USD
115.07K USD
Medium
39.72%
27.82%
19.69%
Large
34.75%
35.21%
43.68%
Giant
18.46%
25.65%
35.94%
Small
3.88%
7.58%
0.46%
Micro
0.00%
0.91%
0.00%

Valuation and Growth

Growth Rates
BPGIX.US
Category Average
Price/Prospective Earnings
10.89%
13.41%
Price/Cash Flow
7.19%
8.26%
Dividend Yield
3.62%
3.05%
Price/Book
1.53%
1.87%
Price/Sales
0.99%
1.33%
Valuation Rates
BPGIX.US
Category Average
Cash-Flow Growth
15.56%
3.68%
Historical Earnings
14.51%
1.97%
Long-Term Earnings
8.38%
9.15%
Sales Growth
7.97%
4.85%
Book-Value Growth
4.84%
6.09%

FAQs

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