Boston Trust & Walden Funds Fund Family Report
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  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return4.88-1.3115.0916.25--
    Category Average5.36-2.079.5419.382.11
    Assets for Each Yr*1.371.211.481.661.66
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 16.25 9.71 12.12

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,664 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 60.41 0.96 Average
    International Stock -- 2.46 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-12-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 4.64 2.10
    Alphabet Inc C* Technology 7.25 1.72
    Microsoft Corp* Technology 4.75 1.65
    Comcast Corp Class A* Communication Services 6.36 1.34
    JPMorgan Chase & Co* Financial Services 5.88 1.22
    Becton, Dickinson and Co* Healthcare 6.38 1.20
    Accenture PLC A* Technology 4.59 1.17
    Visa Inc Class A* Financial Services 5.32 1.13
    Johnson & Johnson* Healthcare 4.32 1.12
    Oracle Corp* Technology 5.12 1.11
    3M Co* Industrials 3.87 1.07
    AptarGroup Inc* Consumer Cyclical 0.32 1.02
    Automatic Data Processing Inc* Industrials 1.09 0.96
    US Bancorp* Financial Services 6.35 0.96
    UnitedHealth Group Inc* Healthcare 3.71 0.92
    Berkshire Hathaway Inc B* Financial Services 6.02 0.90
    Omnicom Group Inc* Consumer Cyclical 4.24 0.87
    Illinois Tool Works Inc* Industrials 2.20 0.87
    PNC Financial Services Group Inc* Financial Services 5.23 0.86
    Cincinnati Financial Corp* Financial Services -1.25 0.86

    Best 5-Year Relative Performance | More
    01-12-18

    Worst 5-Year Relative Performance | More
    01-12-18

    Fund Name 5-Yr Rank Analyst Report  
    Walden Small Cap 86 --
    Boston Trust Small Cap 84 --
    Boston Trust Equity 75 --
    Walden Equity 65 --
    Walden SMID Cap 65 --

    Lowest Expenses | More
    01-12-18

    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
    01-12-18

    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
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Trust Asset M Domenic Colasacco 22.10
    Boston Trust Equity Domenic Colasacco 14.30
    Walden Equity William H. Apfel 7.50
    Walden Asset Managem William H. Apfel 6.00
    Boston Trust Small C Kenneth P. Scott 4.50

    Shortest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Walden International William H. Apfel 1.30
    Walden SMID Cap Kenneth P. Scott 2.30
    Boston Trust SMID Ca Kenneth P. Scott 2.50
    Walden Midcap Stephen J. Amyouny 2.60
    Walden Small Cap Kenneth P. Scott 3.60