Boston Partners Mutual Fund Family Data Pages

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Performance
09-30-17

Total ReturnCategory Average
Total Return 20.4 7.5 1.0 7.4 6.7
Category Average 19.0 3.8 -2.6 4.8 7.8
Assets for Each Yr* 4.8 8.4 10.3 10.7 11.8
*billions

Trailing Returns %
09-30-17

  YTD 3 Year 5 Year    
Fund Family 6.70 6.04 9.06

Key Stats
09-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
11,774 $100,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 4.7 20.92 1.07 Average
International Stock 4.0 5.12 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 19.5
Stocks 80.0
Bonds 0.0
Other 0.4
Annual Turnover % 60
% Assets in Top 10 6.4
 
Sector Breakdown (% of stocks) 
Sensitive 46.1
Communication Services 2.7
Energy 9.9
Industrials 13.9
Technology 19.7
Cyclical 39.3
Basic Materials 4.5
Consumer Cyclical 12.8
Financial Services 21.3
Real Estate 0.7
Defensive 14.6
Consumer Defensives 3.2
Healthcare 11.1
Utilities 0.3

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-13-17

  Sector YTD Return % % Net Assets  
  Citigroup Inc* Financial Services 22.41 0.81
  Bank of America Corporation* Financial Services 18.10 0.72
  Alphabet Inc A* Technology 27.18 0.68
  JPMorgan Chase & Co* Financial Services 13.45 0.65
  Merck & Co Inc* Healthcare 10.07 0.65
  Oracle Corp* Technology 28.30 0.64
  Microsoft Corp* Technology 26.59 0.60
  eBay Inc* Consumer Cyclical 29.17 0.57
  DXC Technology Co* Technology 54.06 0.54
  Wells Fargo & Co* Financial Services -0.49 0.53
  Comcast Corp Class A* Communication Services 5.67 0.49
  Anthem Inc* Healthcare 29.26 0.48
  Raytheon Co* Industrials 34.00 0.47
  General Electric Co* Industrials -25.00 0.42
  Laboratory Corp of America Holdings* Healthcare 16.53 0.41
  Johnson & Johnson* Healthcare 20.57 0.41
  Tesoro Corp* Energy 22.42 0.39
  Cisco Systems Inc* Technology 14.49 0.38
  EQT Corp Energy -3.52 0.36
  Time Warner Inc* Consumer Cyclical 6.24 0.36
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Longest Manager Tenure | More
10-13-17

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 14
Boston Partners All Cap Value Instl Duilio R. Ramallo 12
Boston Partners Long/Short Rsrch Instl Eric S. Connerly 7

Shortest Manager Tenure | More
10-13-17

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 5
Boston Partners Long/Short Rsrch Instl Eric S. Connerly 7
Boston Partners All Cap Value Instl Duilio R. Ramallo 12
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