Boston Trust & Walden Funds Fund Family Report
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  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-1.3115.0916.25-3.3519.84
    Category Average-3.4013.1316.13-9.1916.52
    Assets for Each Yr*1.211.481.661.511.78
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 19.84 12.28 10.26

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,780 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.7 58.37 0.96 Average
    International Stock 3.0 2.88 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-23-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 32.69 2.51
    Apple Inc* Technology 29.90 2.27
    Alphabet Inc Class C* Technology 11.17 1.75
    Visa Inc Class A* Financial Services 33.38 1.58
    Costco Wholesale Corp* Consumer Defensive 35.11 1.35
    Automatic Data Processing Inc* Industrials 26.89 1.25
    UnitedHealth Group Inc* Healthcare -6.62 1.02
    Nike Inc B* Consumer Cyclical 9.09 0.99
    Eversource Energy* Utilities 23.37 0.96
    Hubbell Inc* Technology 26.24 0.92
    Mettler-Toledo International Inc* Healthcare 13.66 0.81
    Cincinnati Financial Corp* Financial Services 41.24 0.76
    Ross Stores Inc* Consumer Cyclical 24.35 0.70
    T. Rowe Price Group Inc* Financial Services 16.04 0.65
    Commerce Bancshares Inc* Financial Services -0.69 0.64
    Omnicom Group Inc* Consumer Cyclical 4.68 0.55
    ONE Gas Inc* Utilities 14.02 0.53
    Chemed Corp* Healthcare 49.99 0.50
    Eaton Vance Corp* Financial Services 14.72 0.50
    Merck & Co Inc* Healthcare 12.60 0.50

    Best 5-Year Relative Performance | More
    08-23-19

    Worst 5-Year Relative Performance | More
    08-23-19

    Fund Name 5-Yr Rank Analyst Report  
    Boston Trust Equity 14 --
    Walden Equity 14 --
    Walden SMID Cap 9 --
    Boston Trust SMID Cap 7 --
    Walden Asset Management 5 --

    Lowest Expenses | More
    08-23-19

    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
    08-23-19

    Fund Name Expense Ratio Analyst Report  
    Walden International Equity 1.15 --
    Boston Trust Small Cap 1.00 --
    Walden Asset Management 1.00 --
    Walden Equity 1.00 --
    Walden Midcap 1.00 --

    Longest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Trust Asset M Domenic Colasacco 23.70
    Boston Trust Equity Domenic Colasacco 15.90
    Walden Equity William H. Apfel 9.10
    Walden Asset Managem William H. Apfel 7.60
    Boston Trust Small C Kenneth P. Scott 6.10

    Shortest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Walden International William H. Apfel 2.90
    Walden SMID Cap Kenneth P. Scott 3.90
    Boston Trust SMID Ca Kenneth P. Scott 4.10
    Walden Midcap Stephen J. Amyouny 4.20
    Walden Small Cap Kenneth P. Scott 5.20