Boston Partners Fund Family Report
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  • Performance
    06-30-17

    Total ReturnCategory Average
    Total Return20.417.501.037.423.67
    Category Average18.973.77-2.604.804.66
    Assets for Each Yr*4.818.3610.2710.6511.23
    *billions

    Trailing Returns %
    06-30-17

      YTD 3 Year 5 Year    
    Fund Family 3.67 5.00 9.39

    Key Stats
    06-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,226 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.7 20.60 1.07 Average
    International Stock 4.0 5.09 0.95 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-19-17

      Sector YTD Return % % Net Assets  
    Citigroup Inc* Financial Services 12.77 0.73
    Bank of America Corporation* Financial Services 9.55 0.70
    Merck & Co Inc* Healthcare 7.97 0.69
    JPMorgan Chase & Co* Financial Services 7.41 0.61
    Alphabet Inc A* Technology 25.28 0.61
    Microsoft Corp* Technology 20.12 0.61
    Hewlett Packard Enterprise Co* Technology 3.41 0.58
    eBay Inc* Consumer Cyclical 24.89 0.54
    Comcast Corp Class A* Communication Services 14.86 0.52
    Wells Fargo & Co* Financial Services 1.07 0.52
    Oracle Corp* Technology 34.02 0.52
    Anthem Inc* Healthcare 33.26 0.48
    Johnson & Johnson* Healthcare 18.78 0.44
    Raytheon Co* Industrials 20.12 0.42
    Diamondback Energy Inc* Energy -7.06 0.41
    ON Semiconductor Corp* Technology 22.73 0.41
    Jabil Circuit Inc* Technology 30.46 0.40
    Cisco Systems Inc* Technology 8.34 0.39
    Laboratory Corp of America Holdi* Healthcare 20.74 0.38
    Cigna Corp* Healthcare 30.71 0.37

    Worst 5-Year Relative Performance | More
    07-19-17

    Longest Manager Tenure | More
    07-19-17

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Long Robert T. Jones 18.70
    WPG Partners Small/M Richard Shuster 17.60
    Boston Partners Smal David M. Dabora 14.10
    Boston Partners All Duilio R. Ramallo 11.90
    Boston Partners Long Eric S. Connerly 6.80

    Shortest Manager Tenure | More
    07-19-17

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Emer Joseph F. Feeney 2.40
    Boston Partners Glob Joseph F. Feeney 3.60
    Boston Partners Glob Joseph F. Feeney 5.10
    Boston Partners Long Eric S. Connerly 6.80
    Boston Partners All Duilio R. Ramallo 11.90