Robeco Boston Partners Long/Short Research Fund

Scorecard
5 / 5 Stars
Lipper
5 5 5 3 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
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TheStreet.com
B- (Buy)

U.S. News evaluated 110 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 14.26 percent over the past year, and 10.31 percent over the past three years.

Trailing Returns Updated 03.31.2014
Year to date 1.6%
1 Year 14.3%
3 Years (Annualized) 10.3%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

Fees are Above Average compared to funds in the same category.
Robeco Boston Partners Long/Short Research Fund has an expense ratio of 1.48 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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