4 / 5 Stars
4 4 3 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#28 in Small Value
U.S. News evaluated 119 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 23.49 percent over the past year, 14.28 percent over the past three years, 26.52 percent over the past five years, and 8.57 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.2%|
|3 Years (Annualized)||14.3%|
|5 Years (Annualized)||26.5%|
|10 Years (Annualized)||8.6%|
The investment seeks long-term growth of capital, and current income is a secondary objective. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks of issuers with small market capitalizations and identified by Robeco as having value characteristics. It may also invest up to 25% of its total assets in non U.S. dollar-denominated securities.
Fees are Low compared to funds in the same category.
Robeco Boston Partners Small Cap Value Fund II has an expense ratio of 1.54 percent.
Risk is Average compared to funds in the same category according to Morningstar.