Boston Partners Mutual Fund Family Data Pages

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Performance
09-30-18

Total ReturnCategory Average
Total Return 7.5 1.0 7.4 10.9 -0.2
Category Average 3.8 -2.6 4.8 12.1 2.8
Assets for Each Yr* 8.4 10.3 10.7 12.3 12.1
*billions

Trailing Returns %
09-30-18

  YTD 3 Year 5 Year    
Fund Family -0.21 7.25 6.64

Key Stats
09-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
12,101 $100,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 4.5 25.06 1.08 Average
International Stock 3.0 5.61 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 19.0
Stocks 79.8
Bonds 0.0
Other 1.2
Annual Turnover % 54
% Assets in Top 10 6.1
 
Sector Breakdown (% of stocks) 
Sensitive 46.0
Communication Services 2.6
Energy 10.2
Industrials 12.8
Technology 20.5
Cyclical 38.3
Basic Materials 6.4
Consumer Cyclical 8.7
Financial Services 22.8
Real Estate 0.5
Defensive 15.7
Consumer Defensives 4.4
Healthcare 11.1
Utilities 0.2

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-17-18

  Sector YTD Return % % Net Assets  
  Alphabet Inc A* Technology 3.55 0.83
  Bank of America Corporation* Financial Services -2.61 0.81
  Johnson & Johnson* Healthcare -2.32 0.75
  Microsoft Corp* Technology 25.30 0.74
  JPMorgan Chase & Co* Financial Services 3.43 0.71
  Citigroup Inc* Financial Services -6.64 0.69
  DXC Technology Co* Technology 0.25 0.53
  Tesla Inc* Consumer Cyclical -18.92 0.37
  Lowe's Companies Inc* Consumer Cyclical 13.55 0.36
  Wells Fargo & Co* Financial Services -13.22 0.33
  UnitedHealth Group Inc* Healthcare 17.79 0.32
  Goldman Sachs Group Inc* Financial Services -15.48 0.30
  KeyCorp* Financial Services -2.65 0.28
  PepsiCo Inc* Consumer Defensive -10.17 0.26
  Alleghany Corp Financial Services 0.55 0.25
  Aon PLC* Financial Services 11.48 0.24
  Belden Inc Technology -19.50 0.24
  Hewlett Packard Enterprise Co* Technology 3.97 0.22
  Honeywell International Inc* Industrials 1.63 0.22
  Raymond James Financial Inc* Financial Services -0.54 0.22
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Longest Manager Tenure | More
10-17-18

Fund Name Manager Name Average Manager Tenure
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 14
Boston Partners Long/Short Equity Instl Robert T. Jones 10
Boston Partners Long/Short Rsrch Instl Eric S. Connerly 8

Shortest Manager Tenure | More
10-17-18

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 4
Boston Partners Global Long/Short Instl Joseph F. Feeney 4
Boston Partners Global Equity Instl Joseph F. Feeney 5
Boston Partners Long/Short Rsrch Instl Eric S. Connerly 8
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