Robeco Boston Partners Sm CapValII Instl
400 Bellevue Pkwy Suite 100 Wilmington DE 19809
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Phone: 888-261-4073
| Category: | Small Value | | Fund Family: | Robeco Investment Funds | | Net Assets: | 56.65M | | Year-to-Date Return: | -4.58% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-98 |
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David M Dabora
Lead Manager since
01-Jul-98 | | | Dabora is the portfolio manager of Boston Partners Asset Management, L.P., his employer since 1995. Previously, he was a senior analyst for Boston Company Asset Management. He has more than 11 years of investment experience. Dabora holds the Chartered Financial Analyst designation. |
| 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 growth of capital, and current income is secondary. The fund normally invests at least 80% of net assets in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with market capitalizations between $19 million and $7.6 billion and identified by the Adviser as having value characteristics. It generally invests in the equity securities of small companies. The fund may also invest up to 25% of total assets in non U.S. dollar-denominated securities and invest up to 15% of net assets in illiquid securities. |
| Last Dividend
(19-Dec-06):
| 0.09 | | Last Cap Gain
(19-Dec-07):
| 7.70 | | Annual Holdings Turnover
| 46.00% | | Average for Category:
| 81.86% |
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| Expense | BPSIX | Category
Avg | | Total Expense Ratio: | 1.55%
| 1.51% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.40% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$412 | $705 | | 5 Yr Expense Projection*: |
$714 | $1,079 | | 10 Yr Expense Projection*: |
$1,575 | $2,091 |
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