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Boston Partners Long/Short Equity Fund Institutional Class (BPLSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.68+0.09 (+0.78%)
At close: 8:01PM EST

Boston Partners Long/Short Equity Fund Institutional Class

RBB Fund Inc (Robeco)

909 Third Avenue, 32nd Floor

New York, NY 10022

Management Information
Robert Jones,Lead Manager since November 16, 1998
Mr. Jones is a portfolio manager for Boston Partners Long/Short Equity product. Previously, he was the Director of Research and portfolio manager for the Large Cap Value and Large Cap Value Focused products. He was a founding Partner of Boston Partners Asset Management. He joined the firm from The Boston Company Asset Management, Inc. where he spent seven years as Vice President and equity portfolio manager. Mr. Jones holds a B.A. degree in philosophy from Denison University. He holds the Chartered Financial Analyst® designation. He has thirty-two years of investment experience.
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 Assets76.58M
YTD Return-14.11%
Morningstar Rating★★
Inception DateNov 16, 1998

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover46.00%
Average for CategoryN/A

Fees & Expenses

ExpenseBPLSXCategory Average
Annual Report Expense Ratio (net)2.18%2.06%
Prospectus Net Expense Ratio2.18%N/A
Prospectus Gross Expense Ratio2.68%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.13%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A