Boston Partners Fund Family Report
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  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return1.037.4210.88-11.64--
    Category Average-2.604.8012.07-7.763.50
    Assets for Each Yr*10.2710.6512.319.149.14
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -11.64 1.72 2.71

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $9,136 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 25.63 1.07 Average
    International Stock 3.0 6.98 1.03 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Bank of America Corporation* Financial Services 18.91 0.81
    Johnson & Johnson* Healthcare 1.27 0.75
    Microsoft Corp* Technology 6.05 0.74
    JPMorgan Chase & Co* Financial Services 7.96 0.71
    Citigroup Inc* Financial Services 21.24 0.69
    DXC Technology Co* Technology 17.77 0.53
    Anthem Inc* Healthcare 1.33 0.51
    Laboratory Corp of America Holdi* Healthcare 8.97 0.47
    TE Connectivity Ltd* Technology 7.43 0.45
    Merck & Co Inc* Healthcare -0.71 0.39
    HP Inc* Technology 6.30 0.37
    Tesla Inc* Consumer Cyclical -9.18 0.37
    Lowe's Companies Inc* Consumer Cyclical 2.84 0.36
    Anadarko Petroleum Corp* Energy 11.02 0.35
    EQT Corp* Energy 12.12 0.35
    Allstate Corp* Financial Services 3.72 0.34
    Verizon Communications Inc* Communication Services 2.62 0.34
    Wells Fargo & Co* Financial Services 8.53 0.33
    Discover Financial Services* Financial Services 12.53 0.32
    UnitedHealth Group Inc* Healthcare 6.58 0.32

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    WPG Partners Small/M Richard Shuster 19.10
    Boston Partners Smal David M. Dabora 16.60
    Boston Partners All Duilio R. Ramallo 14.10
    Boston Partners Long Robert T. Jones 10.30
    Boston Partners Long Eric S. Connerly 8.30

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Emer Joseph F. Feeney 1.30
    Boston Partners Emer Joseph F. Feeney 3.90
    Boston Partners Glob Joseph F. Feeney 3.90
    Boston Partners Glob Joseph F. Feeney 5.00
    Boston Partners Long Eric S. Connerly 8.30