Boston Partners Fund Family Report
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  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return1.037.4210.88-11.643.83
    Category Average-2.604.8012.07-7.765.08
    Assets for Each Yr*10.2710.6512.319.148.10
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 3.83 2.31 2.67

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $8,098 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 29.81 1.07 Average
    International Stock 2.0 8.99 1.03 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-18-19

      Sector YTD Return % % Net Assets  
    Bank of America Corporation* Financial Services 17.37 0.75
    Comcast Corp Class A* Communication Services 27.64 0.55
    NetApp Inc* Technology 4.32 0.49
    Pfizer Inc* Healthcare 0.32 0.45
    DXC Technology Co* Technology 0.98 0.44
    Graphic Packaging Holding Co* Consumer Cyclical 33.36 0.42
    EQT Corp* Energy -15.19 0.28
    Goldman Sachs Group Inc* Financial Services 17.71 0.28
    CRH PLC* Basic Materials 29.48 0.23
    Belden Inc* Technology 42.88 0.21
    The Travelers Companies Inc* Financial Services 26.86 0.21
    Versum Materials Inc* Basic Materials 86.65 0.21
    Medidata Solutions Inc* Technology 34.90 0.20
    BB&T Corp* Financial Services 15.84 0.20
    Abbott Laboratories* Healthcare 16.22 0.20
    Celanese Corp* Basic Materials 17.68 0.19
    The Interpublic Group of Compani* Consumer Cyclical 9.99 0.18
    Dover Corp* Industrials 37.17 0.18
    Jazz Pharmaceuticals PLC* Healthcare 6.62 0.18
    Morgan Stanley* Financial Services 10.82 0.17

    Longest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    WPG Partners Small/M Richard Shuster 19.50
    Boston Partners Smal David M. Dabora 17.00
    Boston Partners All Duilio R. Ramallo 14.50
    Boston Partners Long Robert T. Jones 10.70
    Boston Partners Long Eric S. Connerly 8.70

    Shortest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Emer Joseph F. Feeney 1.70
    Boston Partners Emer Joseph F. Feeney 4.30
    Boston Partners Glob Joseph F. Feeney 4.30
    Boston Partners Glob Joseph F. Feeney 5.40
    Boston Partners Long Eric S. Connerly 8.70