Mutual Fund Insights: Robeco Long/Short Eq Inv Fund (BPLEX)

In-depth Analysis of Robeco Long/Short Eq Inv Fund (BPLEX)

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See Robeco Long/Short Eq Inv Fund (BPLEX) performance details as of February 28, 2010

  

Last Trade: $17.87 on 3/19/2010, Change: -0.04 (-0.22%)

  

Fund Manager - Mark E. T. Donovan

Fund Manager Tenure: 3.2 years   [Similar Funds: BPLSX ]
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)

Mark E. T. Donovan is chairperson of Robeco’s Equity Strategy Committee which oversees the investment of activities of Robeco’s $60 billion in large cap value institutional equity assets.He joined Robeco Investment Management in 1995.Prior, Mark E. T. Donovan was senior vice president and equity portfolio manager with The Boston Company and spent five years as a consulting associate with Kaplan, Smith & Associates. Mark E. T. Donovan has over 26 years of investment experience. Mark E. T. Donovan is a Chartered Financial Analyst holder.  Get more insights on Mark E. T. Donovan

  

 What we like about Robeco Long/Short Eq Inv Fund (BPLEX)

Data for Robeco Long/Short Eq Inv Fund (BPLEX) as of February 28, 2010

• Robeco Long/Short Eq Inv Fund (BPLEX) management has been with Robeco Long/Short Eq Inv Fund for 3.2 years
• Robeco Long/Short Eq Inv Fund (BPLEX) has good mid-term performance (3-year return 11.34% vs -1.74 % Long-Short category average)
• Robeco Long/Short Eq Inv Fund (BPLEX) has good Long-term performance (5-year return 12.73% vs 1.65 % Long-Short category average)
• Robeco Long/Short Eq Inv Fund (BPLEX) has a Morningstar rating of 4 and above
• Robeco Long/Short Eq Inv Fund (BPLEX) has an annual stock turnover rate of 172.00% vs Long-Short average of 346.67%. It is good that Robeco Long/Short Eq Inv management does not trade extensively for its return.

  

 What we are cautious about Robeco Long/Short Eq Inv Fund (BPLEX)

Data for Robeco Long/Short Eq Inv Fund (BPLEX) as of February 28, 2010

• Robeco Long/Short Eq Inv Fund (BPLEX) has a less-than-ideal short-term performance (1-year return 105.19% vs 17.12 % Long-Short category average)
• Robeco Long/Short Eq Inv Fund (BPLEX) ratio of up-years vs down years can be improved
• Robeco Long/Short Eq Inv Fund (BPLEX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.18 that is higher than category average of 10.54
• Robeco Long/Short Eq Inv Fund (BPLEX) has a higher management fee of 2.75% than its Long-Short average of 2.08%
• Even though Robeco Long/Short Eq Inv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See Robeco Long/Short Eq Inv Fund (BPLEX) performance details as of February 28, 2010

  

  

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Robeco Long/Short Eq Inv Fund (BPLEX) Net Asset

Track net asset change of Robeco Long/Short Eq Inv fund (BPLEX)

Date	Net Asset
02/2010	$198.56M
01/2010	$73.03M
11/2009	$63.28M

More historic net asset information on Robeco Long/Short Eq Inv Fund (BPLEX)

  

Robeco Long/Short Eq Inv Fund (BPLEX) Portfolio Allocation

Track portfolio allocation change of Robeco Long/Short Eq Inv fund (BPLEX)

Date	Cash	Stock	Bond	Other
09/2009	11.03%	85.21%	0%	3.76%
06/2009	14.38%	81.36%	0%	4.26%
03/2009	0.78%	94.49%	0%	4.73%

Click here to see more historic asset allocation information on Robeco Long/Short Eq Inv Fund (BPLEX)

  

Most Recent Top 10 Holdings in Robeco Long/Short Eq Inv Fund (BPLEX)

Discover what Robeco Long/Short Eq Inv Fund (BPLEX) manager is buying

30-Sep-09 ALPHA PRO TECH [3.34%] Telular Corporation [2.48%] Maiden Hldgs Ltd [2.4%] JP MORGAN CHASE CO [2.34%] PLATO Learning Inc. [2.33%] Casual Male Retail Group, Inc. [1.84%] AFC Enterprises, Inc. [1.83%] VARIAN MED SYS INC [1.78%] LORILLARD, INC [1.65%] Oracle Corporation [1.62%]

30-Jun-09 MEDQUIST INC [2.7%] MAIDEN HOLDINGS LTD [2.4%] PLATO Learning Inc. [2.36%] ALPHA PRO TECH [2.34%] MTS MEDICATION TECHS [2.11%] JP MORGAN CHASE CO [1.91%] Telular Corporation [1.8%] AFC Enterprises, Inc. [1.49%] Tier Technologies, Inc. [1.36%] FIRST AMER CORP [1.26%]

31-Mar-09 Alpha Pro Tech, Ltd [2.81%] MTS Medication Technologies, In [2.66%] Telular Corporation [2.65%] PLATO Learning Inc. [2.41%] Digi International Inc. [1.99%] Maiden Hldgs Ltd [1.97%] JPMorgan Chase & Co. [1.7%] Charles River Laboratories Inte [1.58%] Talisman Energy, Inc. [1.5%] Fidelity National Financial Inc [1.46%]

Click here for Stock Holding Change Map in Robeco Long/Short Eq Inv Fund (BPLEX)

  

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See more information on Robeco Long/Short Eq Inv Fund (BPLEX)

• Robeco Long/Short Eq Inv Fund Insights
• Robeco Long/Short Eq Inv Fund Performance Data
• Robeco Long/Short Eq Inv Fund News
• Robeco Long/Short Eq Inv Fund Score Explaination
• Robeco Long/Short Eq Inv Fund Manager Information
• Historic Robeco Long/Short Eq Inv Fund Asset Allocation Report
• Historic Robeco Long/Short Eq Inv Fund Top 10 Holding Tracking
• Historic Robeco Long/Short Eq Inv Fund Asset Under Management Tracking