Boston Partners Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return1.037.4210.88-11.647.10
    Category Average-2.604.8012.07-7.767.58
    Assets for Each Yr*10.2710.6512.319.149.21
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 7.10 5.72 4.14

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $9,207 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 28.70 1.07 Average
    International Stock 3.0 7.66 1.03 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    Alphabet Inc A* Technology 15.07 0.79
    Bank of America Corporation* Financial Services 20.94 0.79
    Johnson & Johnson* Healthcare 7.97 0.79
    Citigroup Inc* Financial Services 26.93 0.70
    JPMorgan Chase & Co* Financial Services 10.22 0.62
    Comcast Corp Class A* Communication Services 16.83 0.55
    DXC Technology Co* Technology 24.86 0.50
    NetApp Inc* Technology 12.28 0.50
    Oracle Corp* Technology 20.11 0.50
    Wells Fargo & Co* Financial Services 12.54 0.48
    Pioneer Natural Resources Co* Energy 5.09 0.45
    Berkshire Hathaway Inc B* Financial Services 0.48 0.44
    TE Connectivity Ltd* Technology 10.95 0.42
    United Technologies Corp* Industrials 19.50 0.42
    American International Group Inc* Financial Services 12.10 0.41
    Pfizer Inc* Healthcare -2.27 0.41
    Tesla Inc* Consumer Cyclical -19.63 0.37
    Allstate Corp* Financial Services 14.62 0.36
    CVS Health Corp* Healthcare -12.10 0.36
    KeyCorp* Financial Services 19.28 0.36

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    WPG Partners Small/M Richard Shuster 19.20
    Boston Partners Smal David M. Dabora 16.70
    Boston Partners All Duilio R. Ramallo 14.20
    Boston Partners Long Robert T. Jones 10.40
    Boston Partners Long Eric S. Connerly 8.50

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Emer Joseph F. Feeney 1.40
    Boston Partners Glob Joseph F. Feeney 4.00
    Boston Partners Emer Joseph F. Feeney 4.10
    Boston Partners Glob Joseph F. Feeney 5.20
    Boston Partners Long Eric S. Connerly 8.50