Boston Partners Fund Family Report
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  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return20.417.501.037.422.32
    Category Average18.973.77-2.604.803.67
    Assets for Each Yr*4.818.3610.2710.6510.89
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 2.32 5.40 8.73

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,892 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.6 20.11 1.07 Average
    International Stock 4.0 4.29 0.95 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-26-17

      Sector YTD Return % % Net Assets  
    Citigroup Inc* Financial Services 4.98 0.73
    Bank of America Corporation* Financial Services 5.50 0.70
    Merck & Co Inc* Healthcare 11.08 0.69
    JPMorgan Chase & Co* Financial Services 0.06 0.61
    Alphabet Inc A* Technology 25.34 0.61
    Microsoft Corp* Technology 13.84 0.61
    Hewlett Packard Enterprise Co* Technology 8.15 0.58
    eBay Inc* Consumer Cyclical 17.55 0.54
    Comcast Corp Class A* Communication Services 18.95 0.52
    Wells Fargo & Co* Financial Services -3.52 0.52
    Oracle Corp* Technology 18.60 0.52
    Anthem Inc* Healthcare 27.79 0.48
    Johnson & Johnson* Healthcare 11.59 0.44
    Raytheon Co* Industrials 15.56 0.42
    Diamondback Energy Inc* Energy -2.62 0.41
    ON Semiconductor Corp* Technology 21.39 0.41
    Jabil Circuit Inc* Technology 24.55 0.40
    Cisco Systems Inc* Technology 6.06 0.39
    Laboratory Corp of America Holdi* Healthcare 9.13 0.38
    Cigna Corp* Healthcare 20.97 0.37

    Worst 5-Year Relative Performance | More
    05-26-17

    Longest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Long Robert T. Jones 18.50
    WPG Partners Small/M Richard Shuster 17.40
    Boston Partners Smal David M. Dabora 13.90
    Boston Partners All Duilio R. Ramallo 11.80
    Boston Partners Long Eric S. Connerly 6.70

    Shortest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Partners Emer Joseph F. Feeney 2.20
    Boston Partners Glob Joseph F. Feeney 3.40
    Boston Partners Glob Joseph F. Feeney 4.90
    Boston Partners Long Eric S. Connerly 6.70
    Boston Partners All Duilio R. Ramallo 11.80