4 / 5 Stars
5 4 3 1 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#8 in Small Value
U.S. News evaluated 115 Small Value 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 32.14 percent over the past year, 19.00 percent over the past three years, 20.82 percent over the past five years, and 9.60 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||27.9%|
|3 Years (Annualized)||19.0%|
|5 Years (Annualized)||20.8%|
|10 Years (Annualized)||9.6%|
The investment seeks long-term growth of capital, and current income is a secondary objective. The fund normally invests at least 80% of net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with market capitalizations similar to the market capitalization of companies in the Russell 2000® Value Index, and identified by the Adviser as having value characteristics. It may also invest up to 25% of total assets in non U.S. dollar-denominated securities and invest up to 15% of net assets in illiquid securities.
Fees are Low compared to funds in the same category.
Robeco Boston Partners Small Cap Value Fund II has an expense ratio of 1.55 percent.
Risk is Average compared to funds in the same category according to Morningstar.