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Boston Partners Emerging Markets Dynamic Equity Fund (BELSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.270.00 (0.00%)
At close: 08:00PM EDT

Boston Partners Emerging Markets Dynamic Equity Fund

Wilmington DE 19809

Suite 100

400 Bellevue Pkwy

Management information
Joseph F. Feeney,Lead manager since 26 February 2015
Mr. Feeney is Chief Executive Officer and Chief Investment Officer for Boston Partners. He is responsible for the firm’s strategic, financial and operating decisions, and all aspects of investment management including the firm’s fundamental and quantitative research groups. He was one of the original partners of Boston Partners Asset Management in 1995. Prior to assuming these roles, he was Director of Research. Mr. Feeney joined Boston Partners upon its inception in 1995 from Putnam Investments where he managed mortgage-backed securities portfolios. He began his career at the Bank of Boston where he was a loan officer specializing on highly leveraged loan portfolios. Mr. Feeney holds a B.S. degree in finance from the University of New Hampshire and an M.B.A. with High Honors from the University of Chicago. He holds the Chartered Financial Analyst® designation and is past President of the Fixed Income Management Society of Boston. He has thirty-five years of investment experience.
Morningstar style box
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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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLong-Short Equity
Fund familyBoston Partners
Net assets63.74M
YTD return6.65%
Yield0.00%
Morningstar rating★★
Inception date26 Feb 2015

Fund operations

Last dividend2.01
Last cap gain-15.00
Holdings turnover132.00%
Average for categoryN/A

Fees and expenses

ExpenseBELSXCategory average
Annual report expense ratio (net)1.42%1.92%
Prospectus net expense ratio1.42%N/A
Prospectus gross expense ratio1.70%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