Robeco Boston Partners Mid Cap Value Inv
400 Bellevue Pkwy Suite 100 Wilmington DE 19809
Map
Phone: 888-261-4073
| Category: | Mid-Cap Value | | Fund Family: | Robeco Investment Funds | | Net Assets: | 12.76M | | Year-to-Date Return: | -30.75% | | Yield: | 0.47% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jun-97 |
|
Steven L. Pollack
Lead Manager since
28-Jun-01 | | | Pollack is a senior portfolio manager with Boston Partners Asset Management. He is also a member of the Boston Partners Equity Strategy Committee. He oversees the investment activities of Boston Partners $484 million Mid Cap product. Prior to joining Boston Partners, Pollack was employed by Hughes Investment Management Co. He has over 19 years of investment experience. Pollack holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks long-term growth of capital, and current income is secondary. The fund invests at least 80% of net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with medium market capitalizations and identified by Robeco as having value characteristics. It may also invest up to 20% of assets in non U.S. dollar-denominated securities and up to 15% in illiquid securities. |
| Last Dividend
(19-Dec-07):
| 0.04 | | Last Cap Gain
(19-Dec-07):
| 1.36 | | Annual Holdings Turnover
| 89.00% | | Average for Category:
| 82.28% |
|
| Expense | BPMCX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.37% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.45% | | Max Deferred Sales Load: | 0.00%
| 2.51% | | 3 Yr Expense Projection*: |
$397 | $635 | | 5 Yr Expense Projection*: |
$743 | $955 | | 10 Yr Expense Projection*: |
$1,885 | $1,917 |
|
|
1.83% Nasdaq 0.00%
Profile
