Boston Partners Fund Family Report
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  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return7.501.037.4210.88-0.73
    Category Average3.77-2.604.8012.072.91
    Assets for Each Yr*8.3610.2710.6512.3112.16
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.73 6.40 6.96

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $12,156 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.5 24.81 1.08 Average
    International Stock 3.0 5.57 0.95 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-19-18

      Sector YTD Return % % Net Assets  
    Bank of America Corporation* Financial Services 6.33 0.81
    Microsoft Corp* Technology 32.06 0.74
    JPMorgan Chase & Co* Financial Services 11.56 0.71
    Citigroup Inc* Financial Services 0.54 0.69
    Oracle Corp* Technology 5.75 0.57
    Comcast Corp Class A* Communication Services -5.47 0.53
    TE Connectivity Ltd* Technology -1.79 0.45
    Berkshire Hathaway Inc B* Financial Services 11.47 0.41
    Andeavor* Energy 32.96 0.36
    Pfizer Inc* Healthcare 22.25 0.36
    McKesson Corp* Healthcare -13.22 0.34
    Verizon Communications Inc* Communication Services 4.42 0.34
    Trinseo SA* Consumer Cyclical 9.60 0.33
    Wells Fargo & Co* Financial Services -6.99 0.33
    UnitedHealth Group Inc* Healthcare 21.51 0.32
    CVS Health Corp* Healthcare 10.98 0.30
    Goldman Sachs Group Inc* Financial Services -6.61 0.30
    KeyCorp* Financial Services 1.96 0.28
    Amdocs Ltd* Technology 1.53 0.27
    Leidos Holdings Inc* Technology 7.48 0.25

    Longest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    WPG Partners Small/M Richard Shuster 18.70
    Boston Partners Smal David M. Dabora 15.20
    Boston Partners All Duilio R. Ramallo 13.10
    Boston Partners Long Robert T. Jones 9.90
    Boston Partners Long Eric S. Connerly 8.00

    Shortest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Emer Joseph F. Feeney 0.90
    Boston Partners Glob Joseph F. Feeney 3.50
    Boston Partners Emer Joseph F. Feeney 3.60
    Boston Partners Glob Joseph F. Feeney 4.70
    Boston Partners Long Eric S. Connerly 8.00