Boston Partners Fund Family Report
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  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return1.037.4210.88-11.647.27
    Category Average-2.604.8012.07-7.768.68
    Assets for Each Yr*10.2710.6512.319.147.38
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 7.27 2.71 2.92

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,381 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 33.18 1.07 Average
    International Stock 2.0 9.75 1.03 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    WPG Partners Small/M Richard Shuster 19.70
    Boston Partners Smal David M. Dabora 17.20
    Boston Partners All Duilio R. Ramallo 14.70
    Boston Partners Long Robert T. Jones 10.90
    Boston Partners Long Eric S. Connerly 9.00

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Glob William J. Andrews 0.30
    Boston Partners Emer Joseph F. Feeney 1.90
    Boston Partners Glob Joseph F. Feeney 4.50
    Boston Partners Emer Joseph F. Feeney 4.60
    Boston Partners Glob Joseph F. Feeney 5.70