Boston Partners Fund Family Report
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  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return7.501.037.4210.88-1.23
    Category Average3.77-2.604.8012.07-1.16
    Assets for Each Yr*8.3610.2710.6512.3112.30
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.23 5.73 7.49

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $12,296 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.7 21.59 1.08 Average
    International Stock 4.0 5.25 0.95 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-25-18

      Sector YTD Return % % Net Assets  
    Citigroup Inc* Financial Services -6.36 0.86
    Bank of America Corporation* Financial Services 2.51 0.81
    Microsoft Corp* Technology 8.41 0.72
    Alphabet Inc A* Technology -2.89 0.71
    JPMorgan Chase & Co* Financial Services 3.90 0.70
    Oracle Corp* Technology -2.43 0.66
    DXC Technology Co* Technology 7.48 0.63
    eBay Inc* Consumer Cyclical 8.56 0.57
    Merck & Co Inc* Healthcare 6.82 0.51
    Cisco Systems Inc* Technology 15.74 0.48
    Comcast Corp Class A* Communication Services -13.59 0.48
    Laboratory Corp of America Holdi* Healthcare 8.28 0.43
    NetApp Inc* Technology 22.29 0.42
    TE Connectivity Ltd* Technology -0.27 0.42
    Anthem Inc* Healthcare 6.48 0.41
    Andeavor* Energy 5.03 0.40
    Raytheon Co* Industrials 14.64 0.40
    Wells Fargo & Co* Financial Services -11.82 0.40
    Berkshire Hathaway Inc B* Financial Services -0.72 0.40
    Twenty-First Century Fox Inc Cla* Consumer Cyclical 6.46 0.38

    Longest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Long Robert T. Jones 19.40
    WPG Partners Small/M Richard Shuster 18.30
    Boston Partners Smal David M. Dabora 14.80
    Boston Partners All Duilio R. Ramallo 12.70
    Boston Partners Long Eric S. Connerly 7.60

    Shortest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Emer Joseph F. Feeney 0.50
    Boston Partners Emer Joseph F. Feeney 3.20
    Boston Partners Glob Joseph F. Feeney 4.30
    Boston Partners Glob Joseph F. Feeney 5.80
    Boston Partners Long Eric S. Connerly 7.60