Boston Trust & Walden Funds Fund Family Report
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  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return27.944.88-1.3115.096.97
    Category Average32.955.28-2.019.4810.83
    Assets for Each Yr*1.421.371.211.481.52
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family 6.97 8.99 11.51

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,522 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 60.83 0.96 Average
    International Stock -- 1.97 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 37.88 1.85
    Alphabet Inc C* Technology 18.03 1.65
    Microsoft Corp* Technology 18.39 1.52
    Comcast Corp Class A* Communication Services 17.55 1.26
    JPMorgan Chase & Co* Financial Services 6.77 1.22
    Becton, Dickinson and Co* Healthcare 21.27 1.18
    Johnson & Johnson* Healthcare 16.90 1.12
    Accenture PLC A* Technology 9.96 1.10
    Oracle Corp* Technology 27.65 1.09
    AptarGroup Inc* Consumer Cyclical 13.12 1.03
    3M Co* Industrials 16.31 1.00
    Visa Inc Class A* Financial Services 31.58 1.00
    Omnicom Group Inc* Consumer Cyclical -7.47 0.99
    US Bancorp* Financial Services 1.77 0.97
    C.R. Bard Inc* Healthcare 42.41 0.94
    Illinois Tool Works Inc* Industrials 12.27 0.90
    Automatic Data Processing Inc* Industrials 2.96 0.90
    UnitedHealth Group Inc* Healthcare 21.27 0.86
    Costco Wholesale Corp* Consumer Defensive 4.32 0.85
    PNC Financial Services Group Inc* Financial Services 10.42 0.85

    Best 5-Year Relative Performance | More
    08-17-17

    Worst 5-Year Relative Performance | More
    08-17-17

    Fund Name 5-Yr Rank Analyst Report  
    Boston Trust Small Cap 81 --
    Walden Small Cap 81 --
    Boston Trust Equity 80 --
    Walden Equity 76 --
    Walden SMID Cap 65 --

    Lowest Expenses | More
    08-17-17

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

    Highest Expenses | More
    08-17-17

    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
    08-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Trust Asset M Domenic Colasacco 21.70
    Boston Trust Equity Domenic Colasacco 13.90
    Walden Equity William H. Apfel 7.00
    Walden Asset Managem William H. Apfel 5.60
    Boston Trust Small C Kenneth P. Scott 4.10

    Shortest Manager Tenure | More
    08-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Walden International William H. Apfel 0.90
    Walden SMID Cap Kenneth P. Scott 1.90
    Boston Trust SMID Ca Kenneth P. Scott 2.10
    Walden Midcap Stephen J. Amyouny 2.20
    Walden Small Cap Kenneth P. Scott 3.10