Boston Trust & Walden Funds Fund Family Report
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  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-1.3115.0916.25-3.3510.51
    Category Average-3.4013.1316.13-9.198.92
    Assets for Each Yr*1.211.481.661.511.65
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 10.51 10.54 8.44

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,648 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.6 58.31 0.88 Below Avg
    International Stock 3.0 2.95 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-14-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 31.31 2.50
    Apple Inc* Technology 23.14 2.32
    Alphabet Inc Class C* Technology 4.80 1.95
    Visa Inc Class A* Financial Services 28.97 1.51
    Automatic Data Processing Inc* Industrials 27.46 1.27
    Costco Wholesale Corp* Consumer Defensive 28.30 1.27
    Donaldson Co Inc* Industrials 13.44 1.13
    Nike Inc B* Consumer Cyclical 13.14 1.04
    Hubbell Inc* Technology 25.22 0.90
    Cincinnati Financial Corp* Financial Services 34.46 0.74
    Ross Stores Inc* Consumer Cyclical 21.97 0.69
    Consolidated Edison Inc* Utilities 17.73 0.66
    Henry Schein Inc* Healthcare 16.94 0.59
    Eaton Vance Corp* Financial Services 19.50 0.49
    Lincoln Electric Holdings Inc* Industrials -0.95 0.49
    Manhattan Associates Inc* Technology 61.01 0.47
    Alphabet Inc A* Technology 3.96 0.45
    Varian Medical Systems Inc* Healthcare 15.51 0.40
    Williams-Sonoma Inc* Consumer Cyclical 23.25 0.40
    Dunkin' Brands Group Inc* Consumer Cyclical 26.29 0.39

    Best 5-Year Relative Performance | More
    06-14-19

    Worst 5-Year Relative Performance | More
    06-14-19

    Fund Name 5-Yr Rank Analyst Report  
    Boston Trust Equity 32 --
    Walden Equity 25 --
    Walden SMID Cap 9 --
    Boston Trust SMID Cap 7 --
    Walden Asset Management 6 --

    Lowest Expenses | More
    06-14-19

    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 --
    Walden International Equity 1.15 --

    Highest Expenses | More
    06-14-19

    Fund Name Expense Ratio Analyst Report  
    Walden International Equity 1.15 --
    Boston Trust Midcap 0.98 --
    Boston Trust Asset Managemen 0.93 --
    Boston Trust Equity 0.92 --
    Boston Trust SMID Cap 0.75 --

    Longest Manager Tenure | More
    06-14-19

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Trust Asset M Domenic Colasacco 23.50
    Boston Trust Equity Domenic Colasacco 15.70
    Walden Equity William H. Apfel 8.90
    Walden Asset Managem William H. Apfel 7.40
    Boston Trust Small C Kenneth P. Scott 5.90

    Shortest Manager Tenure | More
    06-14-19

    Fund Name   Manager Name Avg Manager Tenure  
    Walden International William H. Apfel 2.80
    Walden SMID Cap Kenneth P. Scott 3.70
    Boston Trust SMID Ca Kenneth P. Scott 3.90
    Walden Midcap Stephen J. Amyouny 4.00
    Walden Small Cap Kenneth P. Scott 5.00