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
    01-18-18

      Sector YTD Return % % Net Assets  
    Citigroup Inc* Financial Services 4.00 1.24
    Merck & Co Inc* Healthcare 8.64 1.10
    Microsoft Corp* Technology 5.33 0.94
    Bank of America Corporation* Financial Services 6.64 0.93
    JPMorgan Chase & Co* Financial Services 6.43 0.92
    Oracle Corp* Technology 6.64 0.87
    General Electric Co* Industrials -3.90 0.84
    eBay Inc* Consumer Cyclical 2.65 0.83
    Anthem Inc* Healthcare 10.95 0.78
    Laboratory Corp of America Holdi* Healthcare 8.53 0.72
    Wells Fargo & Co* Financial Services 5.41 0.69
    DXC Technology Co* Technology 5.88 0.65
    Cisco Systems Inc* Technology 8.59 0.64
    Raytheon Co* Industrials 4.61 0.59
    Gilead Sciences Inc* Healthcare 13.30 0.55
    Tesoro Corp* Energy 3.38 0.53
    Berkshire Hathaway Inc B* Financial Services 7.55 0.53
    Comcast Corp Class A* Communication Services 4.89 0.52
    CVS Health Corp* Healthcare 9.45 0.49
    Loews Corp* Financial Services 4.98 0.47

    Longest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Long Robert T. Jones 19.20
    WPG Partners Small/M Richard Shuster 18.10
    Boston Partners Smal David M. Dabora 14.60
    Boston Partners All Duilio R. Ramallo 12.40
    Boston Partners Long Eric S. Connerly 7.30

    Shortest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Emer Joseph F. Feeney 2.90
    Boston Partners Glob Joseph F. Feeney 4.10
    Boston Partners Glob Joseph F. Feeney 5.60
    Boston Partners Long Eric S. Connerly 7.30
    Boston Partners All Duilio R. Ramallo 12.40