Boston Partners Fund Family Report
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  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return1.037.4210.88-11.6410.17
    Category Average-2.604.8012.07-7.7611.13
    Assets for Each Yr*10.2710.6512.319.147.86
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 10.17 4.10 3.85

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,861 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 32.63 1.07 Average
    International Stock 2.0 9.36 1.03 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-23-19

      Sector YTD Return % % Net Assets  
    Alphabet Inc A* Technology 10.39 0.80
    Microsoft Corp* Technology 32.69 0.77
    Anthem Inc* Healthcare -0.25 0.49
    NetApp Inc* Technology -21.72 0.47
    Merck & Co Inc* Healthcare 12.60 0.43
    American International Group Inc* Financial Services 34.81 0.43
    United Technologies Corp* Industrials 17.98 0.42
    Eaton Corp PLC* Industrials 14.65 0.39
    Allstate Corp* Financial Services 24.63 0.38
    HP Inc* Technology -11.39 0.33
    Lowe's Companies Inc* Consumer Cyclical 16.83 0.31
    UnitedHealth Group Inc* Healthcare -6.62 0.31
    Masco Corp* Basic Materials 33.45 0.30
    EQT Corp* Energy -44.73 0.28
    Trinseo SA* Consumer Cyclical -37.09 0.28
    Alleghany Corp* Financial Services 18.50 0.27
    Goldman Sachs Group Inc* Financial Services 18.44 0.26
    AMETEK Inc* Industrials 23.93 0.26
    Amdocs Ltd* Technology 9.78 0.25
    Medtronic PLC* Healthcare 17.73 0.25

    Best 5-Year Relative Performance | More
    08-23-19

    Worst 5-Year Relative Performance | More
    08-23-19

    Lowest Expenses | More
    08-23-19

    Highest Expenses | More
    08-23-19

    Longest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    WPG Partners Small/M Richard Shuster 19.60
    Boston Partners Smal David M. Dabora 17.10
    Boston Partners All Duilio R. Ramallo 14.60
    Boston Partners Long Robert T. Jones 10.90
    Boston Partners Long Eric S. Connerly 8.90

    Shortest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Glob William J. Andrews 0.20
    Boston Partners Emer Joseph F. Feeney 1.90
    Boston Partners Emer Joseph F. Feeney 4.50
    Boston Partners Glob Joseph F. Feeney 4.50
    Boston Partners Glob Joseph F. Feeney 5.60