4 / 5 Stars
4 4 5 3 3
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 98 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 15.06 percent over the past year, and 10.56 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||12.6%|
|3 Years (Annualized)||10.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term total return. The fund uses a hedged strategy. It invests, both long and short, in equity securities issued by large-, mid- and small (or "micro") cap companies, as well as other instruments that are convertible into equity securities. In general, the fund's investments are broadly diversified over a number of industries and, as a matter of policy, the fund is limited to investing less than 25% of its total assets in any one industry, except that the fund may invest up to 30% in exchange-traded funds to the extent permitted by the Investment Company Act of 1940 ("1940 Act") and applicable SEC orders.
Fees are Above Average compared to funds in the same category.
Robeco Boston Partners Long/Short Research Fund has an expense ratio of 1.54 percent.
Risk is Average compared to funds in the same category according to Morningstar.