Robeco WPG 130/30 Large Cap Core Intl
400 Bellevue Pkwy Suite 100 Wilmington DE 19809
Map
Phone: 888-261-4073
| Category: | Large Blend | | Fund Family: | Robeco Investment Funds | | Net Assets: | 9.71M | | Year-to-Date Return: | -38.66% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jul-79 |
|
Peter Albanese
Lead Manager since
01-Jan-04 | | | Albanese is principal and senior portfolio manager at Robeco. He joined the firm in 2003 after more than twelve years at U.S. Trust Company and Kidder Peabody & Co. Albanese has seventeen years of investment experience. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks long-term growth of capital. The fund invests at least 80% of net assets in equity securities of U.S. large-capitalization companies that the adviser believes offer the prospect of capital appreciation which generally means a universe of companies composed of the combination of two well-known large-cap benchmarks, the Russell 1000 index and the S&P 500 index. |
| Last Dividend
(28-Mar-02):
| 0.04 | | Last Cap Gain
(19-Dec-07):
| 5.56 | | Annual Holdings Turnover
| 94.00% | | Average for Category:
| 71.85% |
|
| Expense | WPGLX | Category
Avg | | Total Expense Ratio: | 1.40%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$721 | $572 | | 5 Yr Expense Projection*: |
$1,283 | $876 | | 10 Yr Expense Projection*: |
$2,950 | $2,504 |
|
|
2.63% Nasdaq 0.00%
Profile
