Boston Partners Fund Family Report
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  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return7.501.037.4210.88-1.50
    Category Average3.77-2.604.8012.07-1.19
    Assets for Each Yr*8.3610.2710.6512.3112.22
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family -1.50 5.36 7.39

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $12,215 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.7 22.21 1.08 Average
    International Stock 4.0 5.29 0.95 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-23-18

      Sector YTD Return % % Net Assets  
    Bank of America Corporation* Financial Services 3.52 0.91
    Johnson & Johnson* Healthcare -11.04 0.83
    Alphabet Inc A* Technology 3.09 0.75
    JPMorgan Chase & Co* Financial Services 6.24 0.73
    Microsoft Corp* Technology 16.32 0.72
    Citigroup Inc* Financial Services -4.74 0.70
    eBay Inc* Consumer Cyclical 0.79 0.67
    DXC Technology Co* Technology 5.65 0.64
    Oracle Corp* Technology 0.00 0.62
    Cisco Systems Inc* Technology 15.67 0.55
    NetApp Inc* Technology 21.46 0.48
    TE Connectivity Ltd* Technology 0.33 0.48
    Laboratory Corp of America Holdi* Healthcare 10.07 0.46
    Anthem Inc* Healthcare 3.47 0.45
    Harris Corp* Technology 9.07 0.44
    Parsley Energy Inc A* Energy 4.55 0.44
    Comcast Corp Class A* Communication Services -19.53 0.43
    Pioneer Natural Resources Co* Energy 15.51 0.42
    Berkshire Hathaway Inc B* Financial Services -1.15 0.42
    Raytheon Co* Industrials 13.28 0.40

    Longest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Long Robert T. Jones 19.50
    WPG Partners Small/M Richard Shuster 18.40
    Boston Partners Smal David M. Dabora 14.90
    Boston Partners All Duilio R. Ramallo 12.80
    Boston Partners Long Eric S. Connerly 7.60

    Shortest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Emer Joseph F. Feeney 0.60
    Boston Partners Emer Joseph F. Feeney 3.20
    Boston Partners Glob Joseph F. Feeney 4.40
    Boston Partners Glob Joseph F. Feeney 5.90
    Boston Partners Long Eric S. Connerly 7.60