Robeco Boston Partners Long/Short Equity Fund Class Investor (BPLEX)

21.35
Net Asset Value
0.00%
1 Day
+10.28%
Year-to-Date
Overall Morningstar Rating
Long/short equity
Style or Category
No Load
Sales Expenses
4.55%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective 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.

Performance

1 month-1.84% 3 years+12.90%
3 months+0.19% 5 years+14.70%
1 year+12.43% Since inception+11.71%
Data through --

Peer Comparisonvs. Long/short equity

 BPLEXCategory
Performance 5-yr return+14.70%+9.35%
Expense ratio4.55%1.90%
Risk 5 year sharpe ratio1.380.83
Net assets$885.4M$505.4M
Average market cap$6.1B$34.8B
Average P/E16.617.4
Portfolio turnover67%67%

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Fund Management and Purchase Info

Fund familyRobeco Investment Funds
Fund manager & tenureRobert Jones / 15 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock45.82%
International stock38.45%
Fixed income9.84%
Cash5.89%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 21.92%
Industrial materials 13.35%
Consumer goods 12.05%
Consumer service 10.73%
Business service 9.50%
Top 10 Holdings
Portfolio weighting
IRDM Iridium Communications Inc3.76%
ARII American Railcar Industries Inc3.21%
NFLX Netflix Inc3.12%
BRKB Berkshire Hathaway Inc Class B2.94%
APA Apache Corporation2.70%
SLB Schlumberger NV2.70%
CKSW ClickSoftware Technologies Ltd2.51%
MHLD Maiden Holdings Ltd2.48%
TEVA Teva Pharmaceutical Industries Ltd ADR2.41%
AIG American International Group Inc2.41%

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