Boston Trust & Walden Funds Fund Family Report
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  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return27.944.88-1.3115.093.55
    Category Average32.955.28-2.019.485.44
    Assets for Each Yr*1.421.371.211.481.48
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 3.55 7.35 9.84

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,432 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.7 61.28 0.96 Average
    International Stock -- 1.74 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-28-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 24.52 1.79
    Microsoft Corp* Technology 10.80 1.50
    Alphabet Inc C* Technology 17.38 1.31
    Comcast Corp Class A* Communication Services 13.97 1.26
    JPMorgan Chase & Co* Financial Services 1.96 1.20
    C.R. Bard Inc* Healthcare 37.10 1.18
    Becton, Dickinson and Co* Healthcare 13.38 1.17
    Accenture PLC A* Technology 4.59 1.12
    Johnson & Johnson* Healthcare 7.86 1.12
    Omnicom Group Inc* Consumer Cyclical -2.87 1.09
    W.W. Grainger Inc* Industrials -16.50 1.01
    Oracle Corp* Technology 17.82 1.00
    3M Co* Industrials 10.32 0.98
    Visa Inc Class A* Financial Services 17.13 0.97
    US Bancorp* Financial Services 0.37 0.96
    Automatic Data Processing Inc* Industrials 2.22 0.95
    Costco Wholesale Corp* Consumer Defensive 11.15 0.94
    AptarGroup Inc* Consumer Cyclical 9.76 0.90
    Nike Inc B* Consumer Cyclical 9.36 0.90
    Illinois Tool Works Inc* Industrials 13.29 0.90

    Best 5-Year Relative Performance | More
    04-28-17

    Worst 5-Year Relative Performance | More
    04-28-17

    Fund Name 5-Yr Rank Analyst Report  
    Boston Trust Equity 82 --
    Walden Equity 78 --
    Boston Trust Small Cap 67 --
    Walden Small Cap 66 --
    Boston Trust SMID Cap 47 --

    Lowest Expenses | More
    04-28-17

    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
    04-28-17

    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
    04-28-17

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Trust Asset M Domenic Colasacco 21.40
    Boston Trust Equity Domenic Colasacco 13.60
    Boston Trust Small C Kenneth P. Scott 11.40
    Boston Trust Midcap Stephen J. Amyouny 9.60
    Walden Small Cap Kenneth P. Scott 8.50

    Shortest Manager Tenure | More
    04-28-17

    Fund Name   Manager Name Avg Manager Tenure  
    Walden International William H. Apfel 1.90
    Walden SMID Cap Kenneth P. Scott 4.80
    Walden Asset Managem William H. Apfel 5.30
    Boston Trust SMID Ca Kenneth P. Scott 5.40
    Walden Midcap Stephen J. Amyouny 5.70