Robeco WPG Small Cap Value Fund
400 Bellevue Pkwy Suite 100 Wilmington DE 19809
Map
Phone: 888-261-4073
| Category: | Small Value | | Fund Family: | Robeco Investment Funds | | Net Assets: | 30.40M | | Year-to-Date Return: | -33.28% | | Yield: | 0.12% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Mar-72 |
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Richard Shuster
Lead Manager since
18-Aug-03 | | | Shuster serve as co-portfolio managers. He is the senior portfolio manager and has served as managing director of WPG since 1999 as well as head of the Advisers Small Cap Value Team. Prior thereto, Shuster served as managing director with APM Partners. He has ultimate veto power and is responsible for cash weighting, sector allocations, and capitalization weightings. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of investments (including borrowings for investment purposes) in equity securities, primarily common stocks, of U.S. companies with market capitalizations of less than $2 billion. |
| Last Dividend
(19-Dec-07):
| 0.01 | | Last Cap Gain
(19-Dec-07):
| 2.45 | | Annual Holdings Turnover
| 138.00% | | Average for Category:
| 84.20% |
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| Expense | WPGTX | Category
Avg | | Total Expense Ratio: | 1.47%
| 1.52% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$465 | $693 | | 5 Yr Expense Projection*: |
$803 | $1,059 | | 10 Yr Expense Projection*: |
$1,757 | $2,055 |
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2.63% Nasdaq 0.00%
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