Robeco Boston Partners Long/Short Equity Fund Class Investor

 (MUTF:BPLEX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.56%  
1 week
   
-1.12%  
4 week
   
-1.23%  
3 month
   
-4.71%  
YTD
   
-4.28%  
1 year   +4.38%
   
3 years*   +5.03%
   
5 years*   +9.34%
   
*annualized
Best 3 month return+46.74%  
Worst 3 month return-27.16%  

Morningstar statistics

Morningstar category: Long/Short Equity
  Return Risk Rating
3 years Above Average Average
5 years High Above Average
10 years High Above Average
Overall High Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets882.65M 
Front load-  
Deferred load-  
Expense ratio2.72%  
Management fee-  
Fund familyRobeco Investment Management, Inc. 

Asset allocation

Cash78.96%  
Stocks20.77%  
Bonds0.00%  
Preferred0.02%  
Other0.25%  

Purchase information

Initial$2,500  
Additional$100  
IRA Initial$2,500  
AIP Initial$2,500  
AIP Additional$100  
17.70+0.04(0.23%)
Feb 27, 4:00PM EST Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation and a total return greater than that of the S&P 500� Index. The fund invests in long positions in stocks identified by the manager as undervalued and takes short positions in stocks that the manager has identified as overvalued. It normally invests at least 80% of net assets (including borrowings for investment purposes) in equity securities. The fund may also invest up to 20% of total assets directly in equity securities of foreign issuers. It may invest up to 15% of net assets in illiquid securities and 20% of net assets in high-yield debt obligations.
Fund filings (PDF) »
Asset managers:
Ali Motamed (Started: Jul 22, 2013)
Robert Jones (Started: Nov 16, 1998)
Advisor Company:
Robeco Investment Management, Inc.
Fund family reports on Morningstar »
909 Third Avenue, 32nd Floor

Risk

  1 year 3 years 5 years 10 years  
Alpha* -4.68 3.73 10.05 6.29
Beta* 0.53 0.41 0.79 0.72
Mean annual return 0.80 0.90 2.00 1.08
R-squared* 61.40 58.30 60.50 54.99
Standard deviation 5.78 6.65 16.13 14.30
Sharpe ratio 1.65 1.61 1.48 0.78
* Against standard index

Top 10 holdings

Security Net Assets  
CSG Systems International, Inc. (CSGS) 1.52%  
American International Group Inc (AIG) 1.43%  
Berkshire Hathaway Inc Class B (BRK.B) 1.41%  
Directv (DTV) 1.32%  
Occidental Petroleum Corporation (OXY) 1.30%  
Leucadia National Corporation (LUK) 1.25%  
Autodesk, Inc. (ADSK) 1.20%  
Walgreen Company (WAG) 1.17%  
American Railcar Industries, Inc. (ARII) 1.09%  
Alliance Fiber Optic Products, Inc. (AFOP) 1.09%