Boston Partners Fund Family Report
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  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return1.037.4210.88-11.643.83
    Category Average-2.604.8012.07-7.765.08
    Assets for Each Yr*10.2710.6512.319.148.10
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 3.83 2.31 2.67

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $8,098 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 29.81 1.07 Average
    International Stock 2.0 8.99 1.03 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-13-19

      Sector YTD Return % % Net Assets  
    Alphabet Inc A* Technology 4.41 0.79
    Microsoft Corp* Technology 31.18 0.76
    Bank of America Corporation* Financial Services 14.61 0.75
    Citigroup Inc* Financial Services 30.58 0.69
    DXC Technology Co* Technology -2.50 0.44
    United Technologies Corp* Industrials 18.60 0.43
    Graphic Packaging Holding Co* Consumer Cyclical 33.46 0.42
    Eaton Corp PLC* Industrials 17.55 0.39
    HP Inc* Technology -0.73 0.34
    Lowe's Companies Inc* Consumer Cyclical 7.82 0.32
    Trinseo SA* Consumer Cyclical -8.87 0.30
    EQT Corp* Energy -14.29 0.28
    Parsley Energy Inc A* Energy 9.20 0.26
    Arrow Electronics Inc* Technology 0.30 0.25
    CRH PLC* Basic Materials 29.68 0.23
    GrafTech International Ltd* Industrials -1.22 0.23
    First Financial Bankshares Inc* Financial Services 2.98 0.22
    Belden Inc* Technology 41.94 0.21
    DowDuPont Inc* Basic Materials -9.22 0.20
    EnerSys* Technology -18.53 0.20

    Longest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    WPG Partners Small/M Richard Shuster 19.50
    Boston Partners Smal David M. Dabora 17.00
    Boston Partners All Duilio R. Ramallo 14.50
    Boston Partners Long Robert T. Jones 10.70
    Boston Partners Long Eric S. Connerly 8.70

    Shortest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Emer Joseph F. Feeney 1.70
    Boston Partners Emer Joseph F. Feeney 4.30
    Boston Partners Glob Joseph F. Feeney 4.30
    Boston Partners Glob Joseph F. Feeney 5.40
    Boston Partners Long Eric S. Connerly 8.70