Robeco WPG Small Cap Value
400 Bellevue Pkwy Suite 100 Wilmington DE 19809
Map
Phone: 888-261-4073
| Category: | Small Value | | Fund Family: | Robeco Investment Funds | | Net Assets: | 35.93M | | Year-to-Date Return: | 33.66% | | Yield: | 0.14% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Mar-72 |
|
Gregory Weiss
Lead Manager since
18-Aug-03 | | | Weiss, portfolio manager/research analyst, is responsible for all investment decisions regarding the Small Cap Fund.He has served as principal, portfolio manager, and research analyst of Weiss, Peck & Greer, LLC since 1999. Prior to joining the firm, he was an equity analyst at Bear Stearns & Company. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100,000 | | Min Subsequent Investment: | $5,000 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks capital appreciation. The fund normally invests at least 80% of investments (including borrowings for investment purposes) in equity securities, primarily common stocks, of U.S. companies with market capitalizations of less than $2 billion. |
| Last Dividend
(18-Dec-08):
| 0.01 | | Last Cap Gain
(18-Dec-08):
| 0.01 | | Annual Holdings Turnover
| 137.00% | | Average for Category:
| 86.18% |
|
| Expense | WPGTX | Category
Avg | | Total Expense Ratio: | %
| 1.52% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.53% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $638 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,010 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,034 |
|
|
0.20% Nasdaq 
Profile
