RBB SAM Sustainable Global Active Instl
400 Bellevue Pkwy Ste 100 Wilmington DE 19809
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Phone: 888-261-4073
| Category: | World Stock | | Fund Family: | Robeco Investment Funds | | Net Assets: | 12.08M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 19-Jun-09 |
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Diego d' Argenio
Lead Manager since
19-Jun-09 | | | Argenio has been employed by SAM and SAM AG since 2005. Prior to that, he worked for three years at ARCA Asset Management in Milan as equity portfolio manager and member of its investment committee in charge of tactical asset allocation development. He started his career in Kuwait Petroleum as Financial analyst. Argenio holds the Charted Financial Analyst designation. |
| 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: | $5,000 |
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| The investment seeks long-term growth of capital primarily through investment in equity and equity-related securities. The fund normally invests at least 80% of net assets in a carefully selected non-diversified portfolio of equity and equity-related securities issued by U.S. and non-U.S. companies that combine their market and financial strategy with a high level of environmental awareness and a clearly defined social policy (?Sustainable Issuers?). It may invest up to 20% of assets in equity and equity-related securities issued by non-Sustainable Issuers. The fund is nondiversified. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 91.32% |
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| Expense | SGAIX | Category
Avg | | Total Expense Ratio: | 1.20%
| 1.51% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.35% | | Max Deferred Sales Load: | %
| 2.53% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $729 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,136 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,279 |
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1.23% Nasdaq 
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