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
    08-13-19

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 14.46 0.59
    Oracle Corp* Technology 21.02 0.45
    Laboratory Corp of America Holdi* Healthcare 31.53 0.44
    American International Group Inc* Financial Services 44.02 0.43
    Berkshire Hathaway Inc B* Financial Services -2.64 0.43
    Merck & Co Inc* Healthcare 14.10 0.43
    Pfizer Inc* Healthcare -16.88 0.43
    TE Connectivity Ltd* Technology 19.90 0.43
    DXC Technology Co* Technology -35.13 0.42
    Pioneer Natural Resources Co* Energy -2.16 0.40
    Allstate Corp* Financial Services 27.60 0.38
    Verizon Communications Inc* Communication Services 3.48 0.38
    HP Inc* Technology -2.93 0.33
    Discover Financial Services* Financial Services 42.00 0.32
    UnitedHealth Group Inc* Healthcare 0.83 0.31
    CVS Health Corp* Healthcare -6.36 0.28
    EQT Corp* Energy -34.41 0.28
    Trinseo SA* Consumer Cyclical -31.50 0.28
    Alleghany Corp* Financial Services 20.89 0.27
    Goldman Sachs Group Inc* Financial Services 23.17 0.26

    Longest Manager Tenure | More
    08-13-19

    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 10.80
    Boston Partners Long Eric S. Connerly 8.90

    Shortest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Glob William J. Andrews 0.20
    Boston Partners Emer Joseph F. Feeney 1.80
    Boston Partners Glob Joseph F. Feeney 4.40
    Boston Partners Emer Joseph F. Feeney 4.50
    Boston Partners Glob Joseph F. Feeney 5.60