5 / 5 Stars
5 4 5 1 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
U.S. News evaluated 107 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 1.17 percent over the past year, 6.51 percent over the past three years, 25.85 percent over the past five years, and 12.44 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-3.2%|
|3 Years (Annualized)||6.5%|
|5 Years (Annualized)||25.8%|
|10 Years (Annualized)||12.4%|
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.
Fees are High compared to funds in the same category.
Robeco Boston Partners Long/Short Equity Fund has an expense ratio of 2.43 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.