Robeco WPG Small/Micro Cap Value Fund

Class No Load (WPGTX)
Scorecard
3 / 5 Stars
Lipper
2 2 2 1 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C (Hold)

#56 in Small Value

U.S. News evaluated 118 Small Value 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 26.24 percent over the past year, 12.57 percent over the past three years, 25.67 percent over the past five years, and 7.51 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -2.4%
1 Year 26.2%
3 Years (Annualized) 12.6%
5 Years (Annualized) 25.7%
10 Years (Annualized) 7.5%

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Summary

The investment seeks capital appreciation by investing primarily in common stocks, securities convertible into common stocks and in special situations. The fund invests at least 80% of its net assets (including borrowings for investment purposes) in equity securities of U.S. companies that, at the time of purchase, have a market capitalization that is within the range of the market capitalization of issuers in the Russell 2000® Value Index. It may invest in companies that may experience unusual and possibly unique developments which may create a special opportunity for significant returns.

Fees

Fees are Low compared to funds in the same category.
Robeco WPG Small/Micro Cap Value Fund has an expense ratio of 1.54 percent.

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Risk

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

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