BPLEX - Boston Partners Long/Short Equity Fund Investor Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Boston Partners Long/Short Equity Fund Investor Class

RBB Fund Inc (Robeco)

909 Third Avenue, 32nd Floor

New York, NY 10022

888-261-4073
Management Information
Robert Jones,Lead Manager since November 16, 1998
Prior to founding the firm in 1987, Mr. Jones served as a Senior Vice-President for Pioneer Bank & Trust Co., with responsibilities that included the investment management of the Trust Department's personal trust, pension, advisory accounts. From 1986-1987, Mr. Jones was an Executive Vice-President, Director and member of the Advisory Committee for Security Investment Advisors, Inc. He also served as an Investment Manager for St. Louis Union Trust Company of St. Louis (now Bank of America), from 1981 to 1985. Mr. Jones currently holds four securities registrations: Series 7, Full Securities Registration; Series 24, General Securities Principal; Series 27, Financial and Operational Principal and Series 66, Registered Investment Advisor. Mr. Jones is a graduate of Maryville University where he received a B.A. degree in Business Management.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLong-Short Equity
Fund FamilyBoston Partners
Net Assets284.71M
YTD Return-0.38%
Yield0.00%
Morningstar Rating★★★
Inception DateNov 16, 1998

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover58.00%
Average for CategoryN/A

Fees & Expenses

ExpenseBPLEXCategory Average
Annual Report Expense Ratio (net)3.26%2.18%
Prospectus Net Expense Ratio3.26%N/A
Prospectus Gross Expense Ratio3.26%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A5.35%
Max Deferred Sales LoadN/A1.10%
3 Yr Expense Projection956N/A
5 Yr Expense Projection1,607N/A
10 Yr Expense Projection3,352N/A