Friday, September 10, 2010

Fund Pick List Market Commentary Accumulate List New/Hold List Reduce List Liquidate List Fund Profile Snapshot Performance Metrics Fund Cycle Metrics Bull/Bear Metrics Fund Alerts Execution Alerts

Robeco Long/Short Eq Inv (BPLEX) Category:   Long-Short Status:   Open to new investors Current Recommendation: NewBuy Pevious Recommendation: None Reason (last updated on 9/16/2009): This long-short fund is currently mostly long. It is a high risk fund for its category. However, we believe its exceptionally high returns justify the risk. It was down only -21.3% in 2008.Its worst case loss was only -43.5% which is significantly better than the market. It is up 75.6% YTD and a whopping 120.2% from its low point. Over longer term, it sports an annualized return of 12.1% over last 10 years. It has an alpha of 13.92 against best fit index. The only significant negative aspect of this fund is its short term redemption fee of 2% if sold in less than one year. It is available without transaction fee at Fidelity and Schwab. Yahoo Financial Chart, click here Morningstar Profile, click here Subscribe to email alerts for this mutual fund