Boston Partners Fund Family Report
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  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return7.501.037.4210.88--
    Category Average3.77-2.604.8012.071.23
    Assets for Each Yr*8.3610.2710.6512.3112.31
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 10.88 6.36 9.27

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $12,307 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.7 21.21 1.08 Average
    International Stock 4.0 5.31 0.95 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-16-18

      Sector YTD Return % % Net Assets  
    Citigroup Inc* Financial Services 3.63 0.81
    Bank of America Corporation* Financial Services 5.83 0.72
    Alphabet Inc A* Technology 7.34 0.68
    JPMorgan Chase & Co* Financial Services 5.51 0.65
    Merck & Co Inc* Healthcare 10.31 0.65
    Oracle Corp* Technology 5.29 0.64
    Microsoft Corp* Technology 3.29 0.60
    eBay Inc* Consumer Cyclical -0.16 0.57
    DXC Technology Co* Technology 6.49 0.54
    Wells Fargo & Co* Financial Services 3.02 0.53
    Comcast Corp Class A* Communication Services 4.81 0.49
    Anthem Inc* Healthcare 7.44 0.48
    Raytheon Co* Industrials 4.62 0.47
    General Electric Co* Industrials 4.36 0.42
    Laboratory Corp of America Holdi* Healthcare 7.20 0.41
    Johnson & Johnson* Healthcare 5.11 0.41
    Tesoro Corp* Energy 4.21 0.39
    Cisco Systems Inc* Technology 6.61 0.38
    EQT Corp* Energy 2.11 0.36
    Time Warner Inc* Consumer Cyclical 0.92 0.36

    Longest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Long Robert T. Jones 19.20
    WPG Partners Small/M Richard Shuster 18.00
    Boston Partners Smal David M. Dabora 14.50
    Boston Partners All Duilio R. Ramallo 12.40
    Boston Partners Long Eric S. Connerly 7.30

    Shortest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Emer Joseph F. Feeney 2.90
    Boston Partners Glob Joseph F. Feeney 4.00
    Boston Partners Glob Joseph F. Feeney 5.60
    Boston Partners Long Eric S. Connerly 7.30
    Boston Partners All Duilio R. Ramallo 12.40