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Fund Intelligence | Best Managers | BPSCX Insights | BPSCX Score | BPSCX Performance | BPSCX Manager | BPSCX News | BPSCX Allocation | BPSCX Holdings Change

Mutual Fund Insights: Robeco Small Cap Value II Inv Fund (BPSCX)

In-depth Analysis of Robeco Small Cap Value II Inv Fund (BPSCX)

Mutual fund chart: Robeco Small Cap Value II Inv Fund (BPSCX)

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See Robeco Small Cap Value II Inv Fund (BPSCX) performance details as of February 28, 2010

  

    Last Trade: $12.35 on 3/19/2010, Change: -0.09 (-0.72%)
Experiment our closing price forecasting tool for Robeco Small Cap Value II Inv Fund (BPSCX) (alpha release)

  

Fund ManagerFund Manager - David M Dabora

Fund Manager Tenure: 1.0 years   [Similar Funds: BPSIX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Dabora is the portfolio manager of Boston Partners Asset Management, L.P., his employer since 1995. Previously, he was a senior analyst for Boston Company Asset Management. He has more than 11 years of investment experience. Dabora holds the Chartered Financial Analyst designation.  Get more insights on David M Dabora

  

What we like about Robeco Small Cap Value II Inv Fund (BPSCX) What we like about Robeco Small Cap Value II Inv Fund (BPSCX)

Data for Robeco Small Cap Value II Inv Fund (BPSCX) as of February 28, 2010

  • Robeco Small Cap Value II Inv Fund (BPSCX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Robeco Small Cap Value II Inv Fund (BPSCX) has good short-term performance (1-year return 94.04% vs 72.24 % Small Value category average)
  • Robeco Small Cap Value II Inv Fund (BPSCX) has good Long-term performance (5-year return 3.04% vs 1.04 % Small Value category average)
  • Robeco Small Cap Value II Inv Fund (BPSCX) has a Morningstar rating of 4 and above
  • Robeco Small Cap Value II Inv Fund (BPSCX) has an annual stock turnover rate of 66.00% vs Small Value average of 84.10%. It is good that Robeco Small Cap Value II Inv management does not trade extensively for its return.

  

What we are cautious about Robeco Small Cap Value II Inv Fund (BPSCX) What we are cautious about Robeco Small Cap Value II Inv Fund (BPSCX)

Data for Robeco Small Cap Value II Inv Fund (BPSCX) as of February 28, 2010

  • Robeco Small Cap Value II Inv Fund (BPSCX) management has been with Robeco Small Cap Value II Inv Fund for only 1.0 years, it is hard to judge manager's ability based on this fund's operation record
  • Robeco Small Cap Value II Inv Fund (BPSCX) has a less-than-ideal mid-term performance (3-year return -3.16% vs -5.98 % Small Value category average)
  • Robeco Small Cap Value II Inv Fund (BPSCX) ratio of up-years vs down years can be improved
  • Robeco Small Cap Value II Inv Fund (BPSCX) is more volatile than its peers as it has a 3-year Standard Deviation of 28.36 that is higher than category average of 25.56
  • Robeco Small Cap Value II Inv Fund (BPSCX) has a higher management fee of 1.55% than its Small Value average of 1.50%
  • Even though Robeco Small Cap Value II Inv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Robeco Small Cap Value II Inv Fund (BPSCX) performance details as of February 28, 2010

  

  

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Robeco Small Cap Value II Inv Fund (BPSCX) Net Asset

Track net asset change of Robeco Small Cap Value II Inv fund (BPSCX)

DateNet Asset
02/2010$76.85M
01/2010$47.13M
11/2009$44.45M
More historic net asset information on Robeco Small Cap Value II Inv Fund (BPSCX)

  

Robeco Small Cap Value II Inv Fund (BPSCX) Portfolio Allocation

Track portfolio allocation change of Robeco Small Cap Value II Inv fund (BPSCX)

DateCashStockBondOther
09/20092.27%97.74%0%0%
06/20091.73%98.27%0%0%
03/20090.25%99.74%0%0.01%
Click here to see more historic asset allocation information on Robeco Small Cap Value II Inv Fund (BPSCX)

  

Most Recent Top 10 Holdings in Robeco Small Cap Value II Inv Fund (BPSCX)

Discover what Robeco Small Cap Value II Inv Fund (BPSCX) manager is buying

30-Sep-09
ANWORTH MTG ASSET CP [1.85%]
Max Capital Group Ltd. [1.76%]
SERVICE CP INTL [1.71%]
SCHWEITZER MAUDIT [1.58%]
PLATINUM UNDERWRITRS [1.55%]
MFA FINANCIAL INC. [1.52%]
LIVE NATION, INC. [1.52%]
BOWNE AND CO [1.42%]
JONES LANG LASALLE [1.41%]
BRISTOW GROUP INC [1.33%]

30-Jun-09
MFA FINANCIAL INC. [2.55%]
ANWORTH MTG ASSET CP [2.12%]
Max Capital Group Ltd. [1.9%]
SERVICE CP INTL [1.67%]
BRISTOW GROUP INC [1.67%]
JONES LANG LASALLE [1.6%]
HATTERAS FINL CPRP [1.57%]
U.S. Physical Therapy, Inc. [1.45%]
CAPSTEAD MORTGAGE CP [1.42%]
PHH CORP [1.36%]

31-Mar-09
MFA Financial, Inc. [2.7%]
Anworth Mortgage Asset Corp. [2.34%]
Max Capital Group Ltd. [2.31%]
Beacon Roofing Supply, Inc. [1.89%]
HATTERAS FINL CPRP [1.78%]
Jones Lang LaSalle Inc [1.76%]
Tempur-Pedic International Inc [1.69%]
Bristow Group Inc [1.57%]
Capstead Mortgage Corp. [1.56%]
Affiliated Managers Group Inc. [1.56%]
Click here for Stock Holding Change Map in Robeco Small Cap Value II Inv Fund (BPSCX)

  

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