Boston Trust Walden Funds Fund Family Report
|
Performance
08-31-19
Total ReturnCategory
Average
| Total Return | -1.31 | 15.09 | 16.25 | -3.35 | 17.75 |
| Category Average | -3.40 | 13.13 | 16.13 | -9.19 | 13.60 |
| Assets for Each Yr* | 1.21 | 1.48 | 1.66 | 1.51 | 1.76 |
*billions
Trailing Returns %
08-31-19
| YTD | 3 Year | 5 Year | |||
|---|---|---|---|---|---|
| Fund Family | 17.75 | 11.40 | 9.27 | ||
Key Stats
08-31-19
| Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
|---|---|---|---|
| $1,756 mil | $100,000 | 0.00 | 100.00 |
| Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
| Domestic Stock | 4.7 | 58.27 | 0.96 | Average |
| International Stock | 3.0 | 2.89 | 1.15 | Average |
| Municipal Bond | -- | -- | -- | -- |
| Taxable Bond | -- | -- | -- | -- |
*Doesn't include money market assets.
Top 20 US Holdings | Get Price Quotes
09-16-19
| Sector | YTD Return % | % Net Assets | ||
|---|---|---|---|---|
Best 5-Year Relative Performance | More
09-16-19
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| Boston Trust Asset Managemen | 2 | -- | ||
| Boston Trust Small Cap | 2 | -- | ||
| Boston Trust Midcap | 3 | -- | ||
| Boston Trust SMID Cap | 3 | -- | ||
| Walden Small Cap | 3 | -- | ||
Worst 5-Year Relative Performance | More
09-16-19
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| Boston Trust Equity | 15 | -- | ||
| Walden Equity | 10 | -- | ||
| Walden SMID Cap | 8 | -- | ||
| Walden Balanced | 7 | -- | ||
| Walden Midcap | 5 | -- | ||
Lowest Expenses | More
09-16-19
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| Boston Trust SMID Cap | 0.75 | -- | ||
| Boston Trust Equity | 0.92 | -- | ||
| Boston Trust Asset Managemen | 0.93 | -- | ||
| Boston Trust Midcap | 0.98 | -- | ||
| Boston Trust Small Cap | 1.00 | -- | ||
Highest Expenses | More
09-16-19
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| Walden International Equity | 1.15 | -- | ||
| Boston Trust Small Cap | 1.00 | -- | ||
| Walden Balanced | 1.00 | -- | ||
| Walden Equity | 1.00 | -- | ||
| Walden Midcap | 1.00 | -- | ||
Longest Manager Tenure | More
09-16-19
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| Walden Equity | William H. Apfel | 9.10 | ||
| Boston Trust Asset M | Domenic Colasacco | 8.00 | ||
| Walden Balanced | William H. Apfel | 7.70 | ||
| Boston Trust Small C | Kenneth P. Scott | 6.20 | ||
| Boston Trust Midcap | Stephen J. Amyouny | 5.60 | ||
Shortest Manager Tenure | More
09-16-19
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| Walden International | William H. Apfel | 3.00 | ||
| Walden SMID Cap | Kenneth P. Scott | 4.00 | ||
| Boston Trust SMID Ca | Kenneth P. Scott | 4.20 | ||
| Walden Midcap | Stephen J. Amyouny | 4.30 | ||
| Walden Small Cap | Kenneth P. Scott | 5.20 | ||