Boston Trust & Walden Funds Mutual Fund Family Data Pages

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Performance
09-30-17

Total ReturnCategory Average
Total Return 27.9 4.9 -1.3 15.1 9.3
Category Average 33.0 5.3 -2.0 9.5 14.1
Assets for Each Yr* 1.4 1.4 1.2 1.5 1.5
*billions

Trailing Returns %
09-30-17

  YTD 3 Year 5 Year    
Fund Family 9.29 9.78 10.91

Key Stats
09-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,548 $100,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 2.9 60.44 0.96 Average
International Stock --- 2.16 1.15 Average
Municipal Bond --- --- --- ---
Taxable Bond --- --- --- ---
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
0 2 0
0 0 2
0 0 4
Asset Allocation %
Cash 1.0
Stocks 94.5
Bonds 4.4
Other 0.1
Annual Turnover % 20
% Assets in Top 10 13.8
 
Sector Breakdown (% of stocks) 
Sensitive 35.9
Communication Services 2.2
Energy 2.5
Industrials 15.1
Technology 16.0
Cyclical 37.0
Basic Materials 2.4
Consumer Cyclical 11.8
Financial Services 19.8
Real Estate 3.0
Defensive 27.1
Consumer Defensives 8.3
Healthcare 15.2
Utilities 3.7

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-18-17

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 39.52 2.10
  Alphabet Inc C* Technology 28.63 1.72
  Microsoft Corp* Technology 26.78 1.65
  Comcast Corp Class A* Communication Services 6.22 1.34
  JPMorgan Chase & Co* Financial Services 15.92 1.22
  Becton, Dickinson and Co* Healthcare 26.80 1.20
  Accenture PLC A* Technology 19.49 1.17
  Visa Inc Class A* Financial Services 38.80 1.13
  Johnson & Johnson* Healthcare 24.26 1.12
  Oracle Corp* Technology 30.82 1.11
  3M Co* Industrials 24.21 1.07
  AptarGroup Inc* Consumer Cyclical 21.93 1.02
  Automatic Data Processing Inc* Industrials 12.51 0.96
  US Bancorp* Financial Services 5.37 0.96
  UnitedHealth Group Inc* Healthcare 29.56 0.92
  Berkshire Hathaway Inc B* Financial Services 15.26 0.90
  Omnicom Group Inc* Consumer Cyclical -9.41 0.87
  Illinois Tool Works Inc* Industrials 27.26 0.87
  C.R. Bard Inc* Healthcare 45.90 0.86
  PNC Financial Services Group Inc* Financial Services 17.42 0.86
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Best 5-Year Relative Performance | More
10-18-17

Fund Name 5-Yr Rank Analyst Report
Boston Trust Asset Management 28 ---
Walden Asset Management 42 ---
Boston Trust Midcap 47 ---
Walden Midcap 50 ---
Boston Trust SMID Cap 67 ---

Worst 5-Year Relative Performance | More
10-18-17

Fund Name 5-Yr Rank Analyst Report
Walden Small Cap 83 ---
Boston Trust Small Cap 82 ---
Boston Trust Equity 80 ---
Walden SMID Cap 74 ---
Walden Equity 72 ---

Lowest Expenses | More
10-18-17

Fund Name Expense Ratio Analyst Report
Boston Trust SMID Cap 0.75 ---
Boston Trust Asset Management 0.95 ---
Boston Trust Equity 0.96 ---
Boston Trust Midcap 1.00 ---
Boston Trust Small Cap 1.00 ---

Highest Expenses | More
10-18-17

Fund Name Expense Ratio Analyst Report
Walden International Equity 1.15 ---
Boston Trust Midcap 1.00 ---
Boston Trust Small Cap 1.00 ---
Walden Asset Management 1.00 ---
Walden Equity 1.00 ---

Longest Manager Tenure | More
10-18-17

Fund Name Manager Name Average Manager Tenure
Boston Trust Asset Management Domenic Colasacco 22
Boston Trust Equity Domenic Colasacco 14
Walden Equity William H. Apfel 7
Walden Asset Management William H. Apfel 6
Boston Trust Small Cap Kenneth P. Scott 4

Shortest Manager Tenure | More
10-18-17

Fund Name Manager Name Average Manager Tenure
Walden International Equity William H. Apfel 1
Walden SMID Cap Kenneth P. Scott 2
Boston Trust SMID Cap Kenneth P. Scott 2
Walden Midcap Stephen J. Amyouny 2
Walden Small Cap Kenneth P. Scott 3
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