Boston Partners Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return1.037.4210.88-11.647.10
    Category Average-2.604.8012.07-7.767.58
    Assets for Each Yr*10.2710.6512.319.149.21
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 7.10 5.72 4.14

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $9,207 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 28.70 1.07 Average
    International Stock 3.0 7.66 1.03 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-20-19

      Sector YTD Return % % Net Assets  
    Bank of America Corporation* Financial Services 16.84 0.79
    Alphabet Inc A* Technology 17.37 0.79
    Microsoft Corp* Technology 16.16 0.78
    Citigroup Inc* Financial Services 24.38 0.70
    JPMorgan Chase & Co* Financial Services 7.89 0.62
    Comcast Corp Class A* Communication Services 15.92 0.55
    DXC Technology Co* Technology 23.13 0.50
    Oracle Corp* Technology 17.01 0.50
    Wells Fargo & Co* Financial Services 10.35 0.48
    Berkshire Hathaway Inc B* Financial Services -0.45 0.44
    TE Connectivity Ltd* Technology 9.85 0.42
    United Technologies Corp* Industrials 18.37 0.42
    American International Group Inc* Financial Services 9.82 0.41
    Pfizer Inc* Healthcare -2.57 0.41
    Tesla Inc* Consumer Cyclical -17.79 0.37
    Verizon Communications Inc* Communication Services 3.65 0.36
    KeyCorp* Financial Services 12.99 0.36
    McKesson Corp* Healthcare 9.57 0.34
    PepsiCo Inc* Consumer Defensive 7.94 0.33
    Masco Corp* Basic Materials 32.28 0.30

    Longest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    WPG Partners Small/M Richard Shuster 19.20
    Boston Partners Smal David M. Dabora 16.70
    Boston Partners All Duilio R. Ramallo 14.20
    Boston Partners Long Robert T. Jones 10.40
    Boston Partners Long Eric S. Connerly 8.50

    Shortest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Emer Joseph F. Feeney 1.40
    Boston Partners Glob Joseph F. Feeney 4.00
    Boston Partners Emer Joseph F. Feeney 4.10
    Boston Partners Glob Joseph F. Feeney 5.20
    Boston Partners Long Eric S. Connerly 8.50