Boston Partners Mutual Fund Family Data Pages

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Performance
06-30-18

Total ReturnCategory Average
Total Return 7.5 1.0 7.4 10.9 -2.9
Category Average 3.8 -2.6 4.8 12.1 -0.4
Assets for Each Yr* 8.4 10.3 10.7 12.3 12.1
*billions

Trailing Returns %
06-30-18

  YTD 3 Year 5 Year    
Fund Family -2.88 4.79 6.72

Key Stats
06-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
12,059 $100,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 4.7 23.25 1.08 Average
International Stock 3.0 5.32 0.95 Below Avg
Municipal Bond --- --- --- ---
Taxable Bond --- --- --- ---
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
1 0 0
0 0 0
2 0 0
Asset Allocation %
Cash 19.7
Stocks 78.6
Bonds 0.0
Other 1.7
Annual Turnover % 55
% Assets in Top 10 6.5
 
Sector Breakdown (% of stocks) 
Sensitive 45.6
Communication Services 2.3
Energy 10.0
Industrials 12.9
Technology 20.4
Cyclical 38.7
Basic Materials 5.4
Consumer Cyclical 9.0
Financial Services 23.9
Real Estate 0.5
Defensive 15.6
Consumer Defensives 4.8
Healthcare 10.7
Utilities 0.2

Top 20 US Holdings | Get Price Quotes
YTD Return through 07-20-18

  Sector YTD Return % % Net Assets  
  Bank of America Corporation* Financial Services 2.88 0.91
  Johnson & Johnson* Healthcare -8.68 0.83
  JPMorgan Chase & Co* Financial Services 5.63 0.73
  Microsoft Corp* Technology 25.22 0.72
  Citigroup Inc* Financial Services -6.11 0.70
  eBay Inc* Consumer Cyclical -9.38 0.67
  Cisco Systems Inc* Technology 12.17 0.55
  NetApp Inc* Technology 49.69 0.48
  Parsley Energy Inc A Energy 7.17 0.44
  Comcast Corp Class A* Communication Services -13.01 0.43
  Berkshire Hathaway Inc B* Financial Services -0.73 0.42
  Pioneer Natural Resources Co* Energy 4.78 0.42
  Merck & Co Inc* Healthcare 12.81 0.40
  General Dynamics Corp* Industrials -2.69 0.37
  Anadarko Petroleum Corp* Energy 33.20 0.35
  HP Inc* Technology 10.51 0.35
  Wells Fargo & Co* Financial Services -5.74 0.35
  Diamondback Energy Inc* Energy 3.98 0.34
  Pfizer Inc* Healthcare 4.94 0.34
  Textron Inc* Industrials 18.22 0.33
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Longest Manager Tenure | More
07-20-18

Fund Name Manager Name Average Manager Tenure
Boston Partners Long/Short Equity Instl Robert T. Jones 20
WPG Partners Small/Micro Cap Value Richard Shuster 19
Boston Partners Small Cap Value II Inv David M. Dabora 15
Boston Partners All Cap Value Instl Duilio R. Ramallo 13
Boston Partners Long/Short Rsrch Instl Eric S. Connerly 8

Shortest Manager Tenure | More
07-20-18

Fund Name Manager Name Average Manager Tenure
Boston Partners Emerging Markets Instl Joseph F. Feeney 1
Boston Partners Emerging Mkts L/S Instl Joseph F. Feeney 3
Boston Partners Global Long/Short Instl Joseph F. Feeney 5
Boston Partners Global Equity Instl Joseph F. Feeney 6
Boston Partners Long/Short Rsrch Instl Eric S. Connerly 8
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