Boston Partners Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return20.417.501.037.423.13
    Category Average18.973.77-2.604.803.06
    Assets for Each Yr*4.818.3610.2710.6510.94
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 3.13 6.37 9.31

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,940 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.7 19.03 1.07 Average
    International Stock 5.0 4.16 0.95 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-29-17

      Sector YTD Return % % Net Assets  
    Parsley Energy Inc A* Energy -8.46 1.05
    Hewlett Packard Enterprise Co* Technology 2.57 0.77
    Merck & Co Inc* Healthcare 8.90 0.74
    Johnson & Johnson* Healthcare 9.12 0.72
    JPMorgan Chase & Co* Financial Services 2.85 0.71
    Berry Plastics Group Inc* Consumer Cyclical -1.54 0.66
    Citigroup Inc* Financial Services 0.20 0.62
    Comcast Corp Class A* Communication Services 7.81 0.62
    Bank of America Corporation* Financial Services 6.00 0.62
    eBay Inc* Consumer Cyclical 13.34 0.62
    Graphic Packaging Holding Co* Consumer Cyclical 3.08 0.61
    Fifth Third Bancorp* Financial Services -6.64 0.58
    Berkshire Hathaway Inc B* Financial Services 2.22 0.56
    Microsoft Corp* Technology 5.99 0.56
    Raytheon Co* Industrials 6.99 0.56
    Laboratory Corp of America Holdi* Healthcare 11.54 0.55
    Capital One Financial Corp* Financial Services -2.48 0.54
    Alphabet Inc A* Technology 7.25 0.54
    Oracle Corp* Technology 16.18 0.52
    Marathon Oil Corp* Energy -8.15 0.52

    Worst 5-Year Relative Performance | More
    03-29-17

    Longest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Long Robert T. Jones 18.40
    WPG Partners Small/M Richard Shuster 17.20
    Boston Partners Smal David M. Dabora 13.70
    Boston Partners All Duilio R. Ramallo 11.60
    Boston Partners Long Eric S. Connerly 6.50

    Shortest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Emer Joseph F. Feeney 2.10
    Boston Partners Glob Joseph F. Feeney 3.20
    Boston Partners Glob Joseph F. Feeney 4.70
    Boston Partners Long Eric S. Connerly 6.50
    Boston Partners All Duilio R. Ramallo 11.60