Robeco Boston Partners Large Cap Value I
400 Bellevue Pkwy Suite 100 Wilmington DE 19809
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Phone: 888-261-4073
| Category: | Large Value | | Fund Family: | Robeco Investment Funds | | Net Assets: | 36.92M | | Year-to-Date Return: | -28.74% | | Yield: | 1.74% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-97 |
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Mark E. Donovan
Lead Manager since
02-Jan-97 | | | Donovan is chairperson of Robecos Equity Strategy Committee which oversees the investment of activities of Robecos $60 billion in large cap value institutional equity assets .Prior, he was senior vice president and equity portfolio manager with The Boston Company and spent five years as a consulting associate with Kaplan, Smith & Associates. He has over 26 years of investment experience. Donovan 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 growth of capital; current income is secondary. The fund normally invests at least 80% of assets in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with a market capitalization of $1 billion or greater and identified by the Adviser as having value characteristics. It may also invest up to 20% of total assets in non U.S. dollar-denominated securities and up to 15% of net assets in illiquid securities. |
| Last Dividend
(19-Dec-07):
| 0.19 | | Last Cap Gain
(19-Dec-07):
| 1.40 | | Annual Holdings Turnover
| 62.00% | | Average for Category:
| 60.91% |
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| Expense | BPLAX | Category
Avg | | Total Expense Ratio: | 0.75%
| 1.28% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.42% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$240 | $591 | | 5 Yr Expense Projection*: |
$456 | $885 | | 10 Yr Expense Projection*: |
$1,188 | $1,741 |
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1.83% Nasdaq 0.00%
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