Boston Partners Fund Family Report
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  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return7.501.037.4210.88-5.64
    Category Average3.77-2.604.8012.07-2.70
    Assets for Each Yr*8.3610.2710.6512.3111.26
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -5.64 3.58 4.92

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,255 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 24.44 1.07 Average
    International Stock 3.0 5.75 1.03 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-14-18

      Sector YTD Return % % Net Assets  
    Alphabet Inc A* Technology 0.11 0.83
    Bank of America Corporation* Financial Services -6.50 0.81
    Microsoft Corp* Technology 24.19 0.74
    JPMorgan Chase & Co* Financial Services 2.68 0.71
    Citigroup Inc* Financial Services -12.59 0.69
    Cisco Systems Inc* Technology 18.22 0.65
    NetApp Inc* Technology 43.22 0.61
    Oracle Corp* Technology 4.91 0.57
    DXC Technology Co* Technology -25.26 0.53
    Comcast Corp Class A* Communication Services -2.58 0.53
    Pioneer Natural Resources Co* Energy -12.64 0.48
    TE Connectivity Ltd* Technology -18.60 0.45
    United Technologies Corp* Industrials 2.68 0.42
    Merck & Co Inc* Healthcare 34.23 0.39
    HP Inc* Technology 14.94 0.37
    Pfizer Inc* Healthcare 22.23 0.36
    Lowe's Companies Inc* Consumer Cyclical 4.03 0.36
    Anadarko Petroleum Corp* Energy 2.82 0.35
    EQT Corp* Energy -40.88 0.35
    McKesson Corp* Healthcare -16.67 0.34

    Longest Manager Tenure | More
    11-14-18

    Fund Name   Manager Name Avg Manager Tenure  
    WPG Partners Small/M Richard Shuster 18.90
    Boston Partners Smal David M. Dabora 15.40
    Boston Partners All Duilio R. Ramallo 13.90
    Boston Partners Long Robert T. Jones 10.10
    Boston Partners Long Eric S. Connerly 8.10

    Shortest Manager Tenure | More
    11-14-18

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Emer Joseph F. Feeney 1.10
    Boston Partners Emer Joseph F. Feeney 3.70
    Boston Partners Glob Joseph F. Feeney 3.70
    Boston Partners Glob Joseph F. Feeney 4.80
    Boston Partners Long Eric S. Connerly 8.10