Robeco Boston Partners Long/Short Eq I
400 Bellevue Pkwy Suite 100 Wilmington DE 19809
Map
Phone: 888-261-4073
| Category: | Long-Short | | Fund Family: | Robeco Investment Funds | | Net Assets: | 36.44M | | Year-to-Date Return: | 2.04% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Nov-98 |
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Robert T. Jones
Lead Manager since
26-Apr-04 | | | Jones is a senior portfolio manager employed by Boston Partners. Previously, he served as portfolio manager of the large cap value and large cap focused institutional equity portfolios. Before joining Boston Partners in April 1995, Jones spent seven years with he Boston Company Asset Management, Inc., and he has over nineteen years of investment experience. Jones is a Chartered Financial Analyst holder. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100,000 | | Min Subsequent Investment: | $5,000 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $5,000 |
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| The investment seeks long-term capital appreciation and a total return greater than that of S&P 500 index. The fund normally invests at least 80% of net assets in equity securities. It may also invest up to 20% of total assets directly in equity securities of foreign issuers. The fund may invest up to 15% of net assets in illiquid securities and 20% of net assets in high-yield debt obligations. |
| Last Dividend
(19-Dec-02):
| 0.05 | | Last Cap Gain
(19-Dec-07):
| 1.90 | | Annual Holdings Turnover
| 93.00% | | Average for Category:
| 290.27% |
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| Expense | BPLSX | Category
Avg | | Total Expense Ratio: | 2.50%
| 2.21% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.50% | | Max Deferred Sales Load: | 0.00%
| 2.19% | | 3 Yr Expense Projection*: |
$1,056 | $981 | | 5 Yr Expense Projection*: |
$1,806 | $1,698 | | 10 Yr Expense Projection*: |
$3,828 | $3,378 |
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1.49% Nasdaq 
0.27%
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