Boston Partners Global Long/Short Inv (BGRSX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Boston Partners Global Long/Short Inv
New York, NY 10022
909 Third Avenue, 32nd Floor
RBB Fund Inc (Robeco)
888-261-4073
Management Information
Joshua M. Jones,Lead Manager since December 30, 2013
Mr. Jones is a portfolio manager on Boston Partners Global Equity and International Equity products. Prior to this role, he was a research analyst specializing in the energy, metals and mining sectors of the equity market and was a global generalist. He joined the firm from Cambridge Associates where he was a consulting associate specializing in hedge fund clients. Mr. Jones holds a B.A. degree in economics from Bowdoin College. He holds the Chartered Financial Analyst® designation. He has sixteen years of investment experience.
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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 Assets171.1M
YTD Return5.54%
Yield1.25%
Morningstar Rating★★★★★
Inception DateDec 30, 2013
Fund Operations
Last Dividend0.20
Last Cap Gain7.00
Holdings Turnover172.00%
Average for CategoryN/A
Fees & Expenses
ExpenseBGRSXCategory Average
Annual Report Expense Ratio (net)1.80%1.92%
Prospectus Net Expense Ratio1.80%N/A
Prospectus Gross Expense Ratio1.80%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.33%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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