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

Mutual Fund Insights: Robeco Small Cap Value II Instl Fund (BPSIX)

In-depth Analysis of Robeco Small Cap Value II Instl Fund (BPSIX)

Mutual fund chart: Robeco Small Cap Value II Instl Fund (BPSIX)

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See Robeco Small Cap Value II Instl Fund (BPSIX) performance details as of January 31, 2010

  

    Last Trade: $12.73 on 3/15/2010, Change: -0.02 (-0.16%)
Experiment our closing price forecasting tool for Robeco Small Cap Value II Instl Fund (BPSIX) (alpha release)

  

Fund Manager - David M Dabora

Fund Manager Tenure: 11.7 years   [Similar Funds: BPSCX ]
Fundmojo Fund Grade: B (Score: 0.68)     (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 Instl Fund (BPSIX) What we like about Robeco Small Cap Value II Instl Fund (BPSIX)

Data for Robeco Small Cap Value II Instl Fund (BPSIX) as of January 31, 2010

  • Robeco Small Cap Value II Instl Fund (BPSIX) management has been with Robeco Small Cap Value II Instl Fund for 11.7 years
  • Robeco Small Cap Value II Instl Fund (BPSIX) has good short-term performance (1-year return 63.20% vs 44.52% Small Value category average)
  • Robeco Small Cap Value II Instl Fund (BPSIX) has good mid-term performance (3-year return -4.19% vs -7.42% Small Value category average)
  • Robeco Small Cap Value II Instl Fund (BPSIX) has good Long-term performance (5-year return 2.64% vs 0.77% Small Value category average)
  • Robeco Small Cap Value II Instl Fund (BPSIX) has a Morningstar rating of 4 and above
  • Robeco Small Cap Value II Instl Fund (BPSIX) has an annual stock turnover rate of 66.00% vs Small Value average of 83.25%. It is good that Robeco Small Cap Value II Instl management does not trade extensively for its return.
  • Robeco Small Cap Value II Instl Fund (BPSIX) has a lower management fee than its Small Value average: 1.30% vs 1.50%
  • Robeco Small Cap Value II Instl Fund (BPSIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Robeco Small Cap Value II Instl Fund (BPSIX) What we are cautious about Robeco Small Cap Value II Instl Fund (BPSIX)

Data for Robeco Small Cap Value II Instl Fund (BPSIX) as of January 31, 2010

  • Robeco Small Cap Value II Instl Fund (BPSIX) ratio of up-years vs down years can be improved
  • Robeco Small Cap Value II Instl Fund (BPSIX) is more volatile than its peers as it has a 3-year Standard Deviation of 28.21 that is higher than category average of 25.43
See Robeco Small Cap Value II Instl Fund (BPSIX) performance details as of January 31, 2010

  

  

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Robeco Small Cap Value II Instl Fund (BPSIX) Net Asset

Track net asset change of Robeco Small Cap Value II Instl fund (BPSIX)

DateNet Asset
01/2010$25.62M
11/2009$22.73M
10/2009$22.47M
More historic net asset information on Robeco Small Cap Value II Instl Fund (BPSIX)

  

Robeco Small Cap Value II Instl Fund (BPSIX) Portfolio Allocation

Track portfolio allocation change of Robeco Small Cap Value II Instl fund (BPSIX)

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 Instl Fund (BPSIX)

  

Most Recent Top 10 Holdings in Robeco Small Cap Value II Instl Fund (BPSIX)

Discover what Robeco Small Cap Value II Instl Fund (BPSIX) 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 Instl Fund (BPSIX)

  

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