Boston Partners Mutual Fund Family Data Pages

Search By

Performance
11-30-17

Total ReturnCategory Average
Total Return 20.4 7.5 1.0 7.4 9.5
Category Average 19.0 3.8 -2.6 4.8 11.0
Assets for Each Yr* 4.8 8.4 10.3 10.7 12.1
*billions

Trailing Returns %
11-30-17

  YTD 3 Year 5 Year    
Fund Family 9.45 6.17 9.38

Key Stats
11-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
12,147 $100,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 4.7 21.34 1.08 Average
International Stock 4.0 5.32 0.95 Below Avg
Municipal Bond --- --- --- ---
Taxable Bond --- --- --- ---
*Doesn't include money market assets.

Premium Features

  Gold, Silver, and Bronze-Rated Funds
  Negative-Rated Funds
  Cost Analyzer
More Premium Features
Not a Premium Member?

Portfolio Analysis

Morningstar Style Box
1 0 0
0 0 0
2 0 0
Asset Allocation %
Cash 20.5
Stocks 78.7
Bonds 0.0
Other 0.7
Annual Turnover % 59
% Assets in Top 10 6.4
 
Sector Breakdown (% of stocks) 
Sensitive 46.8
Communication Services 2.5
Energy 10.1
Industrials 13.7
Technology 20.6
Cyclical 38.9
Basic Materials 4.9
Consumer Cyclical 11.2
Financial Services 22.1
Real Estate 0.7
Defensive 14.3
Consumer Defensives 4.1
Healthcare 9.8
Utilities 0.4

Top 20 US Holdings | Get Price Quotes
YTD Return through 12-14-17

  Sector YTD Return % % Net Assets  
  Citigroup Inc* Financial Services 26.00 0.81
  Bank of America Corporation* Financial Services 31.76 0.72
  Alphabet Inc A* Technology 33.44 0.68
  JPMorgan Chase & Co* Financial Services 23.65 0.65
  Merck & Co Inc* Healthcare -1.65 0.65
  Oracle Corp* Technology 32.41 0.64
  Microsoft Corp* Technology 38.85 0.60
  eBay Inc* Consumer Cyclical 26.64 0.57
  DXC Technology Co* Technology 59.68 0.54
  Wells Fargo & Co* Financial Services 10.25 0.53
  Comcast Corp Class A* Communication Services 14.68 0.49
  Anthem Inc* Healthcare 59.85 0.48
  Raytheon Co* Industrials 34.63 0.47
  General Electric Co* Industrials -41.90 0.42
  Laboratory Corp of America Holdings* Healthcare 21.39 0.41
  Johnson & Johnson* Healthcare 25.83 0.41
  Tesoro Corp* Energy 27.20 0.39
  Cisco Systems Inc* Technology 29.15 0.38
  EQT Corp Energy -14.17 0.36
  Time Warner Inc* Consumer Cyclical -5.46 0.36
Show Data Definitions  |  Feedback  |  Order Reprints | Ticker Lookup

Longest Manager Tenure | More
12-14-17

Fund Name Manager Name Average Manager Tenure
Boston Partners Long/Short Equity Instl Robert T. Jones 19
WPG Partners Small/Micro Cap Value Richard Shuster 18
Boston Partners Small Cap Value II Inv David M. Dabora 15
Boston Partners All Cap Value Instl Duilio R. Ramallo 12
Boston Partners Long/Short Rsrch Instl Eric S. Connerly 7

Shortest Manager Tenure | More
12-14-17

Fund Name Manager Name Average Manager Tenure
Boston Partners Emerging Mkts L/S Instl Joseph F. Feeney 3
Boston Partners Global Long/Short Instl Joseph F. Feeney 4
Boston Partners Global Equity Instl Joseph F. Feeney 6
Boston Partners Long/Short Rsrch Instl Eric S. Connerly 7
Boston Partners All Cap Value Instl Duilio R. Ramallo 12
Sponsor Center
Content Partners