Boston Partners Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    08-31-17

    Total ReturnCategory Average
    Total Return20.417.501.037.424.82
    Category Average18.973.77-2.604.805.70
    Assets for Each Yr*4.818.3610.2710.6511.56
    *billions

    Trailing Returns %
    08-31-17

      YTD 3 Year 5 Year    
    Fund Family 4.82 4.81 8.99

    Key Stats
    08-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,562 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.7 20.33 1.07 Average
    International Stock 4.0 5.11 0.95 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-22-17

      Sector YTD Return % % Net Assets  
    Citigroup Inc* Financial Services 21.22 0.81
    Bank of America Corporation* Financial Services 14.43 0.72
    Alphabet Inc A* Technology 19.03 0.68
    JPMorgan Chase & Co* Financial Services 11.61 0.65
    Merck & Co Inc* Healthcare 13.03 0.65
    Oracle Corp* Technology 26.63 0.64
    Microsoft Corp* Technology 21.63 0.60
    eBay Inc* Consumer Cyclical 28.97 0.57
    DXC Technology Co* Technology 44.75 0.54
    Wells Fargo & Co* Financial Services 0.53 0.53
    Comcast Corp Class A* Communication Services 11.27 0.49
    Anthem Inc* Healthcare 28.58 0.48
    Raytheon Co* Industrials 31.19 0.47
    General Electric Co* Industrials -19.02 0.42
    Laboratory Corp of America Holdi* Healthcare 20.79 0.41
    Johnson & Johnson* Healthcare 16.20 0.41
    Tesoro Corp* Energy 20.86 0.39
    Cisco Systems Inc* Technology 13.20 0.38
    EQT Corp* Energy -1.61 0.36
    Time Warner Inc* Consumer Cyclical 7.33 0.36

    Worst 5-Year Relative Performance | More
    09-22-17

    Longest Manager Tenure | More
    09-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Long Robert T. Jones 18.90
    WPG Partners Small/M Richard Shuster 17.70
    Boston Partners Smal David M. Dabora 14.20
    Boston Partners All Duilio R. Ramallo 12.10
    Boston Partners Long Eric S. Connerly 7.00

    Shortest Manager Tenure | More
    09-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Emer Joseph F. Feeney 2.60
    Boston Partners Glob Joseph F. Feeney 3.70
    Boston Partners Glob Joseph F. Feeney 5.20
    Boston Partners Long Eric S. Connerly 7.00
    Boston Partners All Duilio R. Ramallo 12.10