Boston Partners Fund Family Report
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  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return7.501.037.4210.88-2.88
    Category Average3.77-2.604.8012.07-0.42
    Assets for Each Yr*8.3610.2710.6512.3112.06
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family -2.88 4.79 6.72

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $12,059 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.7 23.25 1.08 Average
    International Stock 3.0 5.32 0.95 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-16-18

      Sector YTD Return % % Net Assets  
    Bank of America Corporation* Financial Services 1.69 0.91
    Johnson & Johnson* Healthcare -9.51 0.83
    JPMorgan Chase & Co* Financial Services 4.97 0.73
    Microsoft Corp* Technology 23.63 0.72
    Citigroup Inc* Financial Services -5.79 0.70
    NetApp Inc* Technology 49.40 0.48
    Parsley Energy Inc A* Energy 6.96 0.44
    Comcast Corp Class A* Communication Services -11.34 0.43
    General Dynamics Corp* Industrials -4.55 0.37
    Anadarko Petroleum Corp* Energy 36.73 0.35
    Wells Fargo & Co* Financial Services -4.78 0.35
    Goldman Sachs Group Inc* Financial Services -8.55 0.31
    EQT Corp* Energy -3.50 0.30
    PepsiCo Inc* Consumer Defensive -4.36 0.30
    UnitedHealth Group Inc* Healthcare 17.31 0.30
    Eaton Corp PLC* Industrials -0.44 0.28
    KeyCorp* Financial Services -0.12 0.27
    CVS Health Corp* Healthcare -4.50 0.26
    Cigna Corp* Healthcare -15.12 0.26
    Hewlett Packard Enterprise Co* Technology 10.22 0.25

    Longest Manager Tenure | More
    07-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Long Robert T. Jones 19.70
    WPG Partners Small/M Richard Shuster 18.50
    Boston Partners Smal David M. Dabora 15.00
    Boston Partners All Duilio R. Ramallo 12.90
    Boston Partners Long Eric S. Connerly 7.80

    Shortest Manager Tenure | More
    07-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Emer Joseph F. Feeney 0.70
    Boston Partners Emer Joseph F. Feeney 3.40
    Boston Partners Glob Joseph F. Feeney 4.50
    Boston Partners Glob Joseph F. Feeney 6.00
    Boston Partners Long Eric S. Connerly 7.80