Boston Partners Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return20.417.501.037.427.48
    Category Average18.973.77-2.604.808.85
    Assets for Each Yr*4.818.3610.2710.6511.92
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 7.48 5.98 9.12

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,918 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.7 21.15 1.08 Average
    International Stock 4.0 5.30 0.95 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-17-17

      Sector YTD Return % % Net Assets  
    Citigroup Inc* Financial Services 21.64 0.81
    Bank of America Corporation* Financial Services 21.67 0.72
    Alphabet Inc A* Technology 30.72 0.68
    JPMorgan Chase & Co* Financial Services 16.10 0.65
    Merck & Co Inc* Healthcare -3.84 0.65
    Oracle Corp* Technology 29.15 0.64
    Microsoft Corp* Technology 35.16 0.60
    eBay Inc* Consumer Cyclical 19.84 0.57
    DXC Technology Co* Technology 63.92 0.54
    Wells Fargo & Co* Financial Services 1.05 0.53
    Comcast Corp Class A* Communication Services 6.10 0.49
    Anthem Inc* Healthcare 54.99 0.48
    Raytheon Co* Industrials 30.45 0.47
    General Electric Co* Industrials -40.09 0.42
    Laboratory Corp of America Holdi* Healthcare 17.12 0.41
    Johnson & Johnson* Healthcare 21.93 0.41
    Tesoro Corp* Energy 22.39 0.39
    Cisco Systems Inc* Technology 22.53 0.38
    EQT Corp* Energy -9.56 0.36
    Time Warner Inc* Consumer Cyclical -6.42 0.36

    Worst 5-Year Relative Performance | More
    11-17-17

    Longest Manager Tenure | More
    11-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Long Robert T. Jones 19.00
    WPG Partners Small/M Richard Shuster 17.90
    Boston Partners Smal David M. Dabora 14.40
    Boston Partners All Duilio R. Ramallo 12.30
    Boston Partners Long Eric S. Connerly 7.10

    Shortest Manager Tenure | More
    11-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Emer Joseph F. Feeney 2.70
    Boston Partners Glob Joseph F. Feeney 3.90
    Boston Partners Glob Joseph F. Feeney 5.40
    Boston Partners Long Eric S. Connerly 7.10
    Boston Partners All Duilio R. Ramallo 12.30