Boston Trust & Walden Funds Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-1.3115.0916.25-3.3511.14
    Category Average-3.4013.1316.13-9.1912.07
    Assets for Each Yr*1.211.481.661.511.69
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 11.14 13.63 8.53

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,692 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 60.28 0.96 Average
    International Stock 3.0 2.52 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-20-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 16.16 2.15
    Alphabet Inc Class C* Technology 18.19 1.95
    JPMorgan Chase & Co* Financial Services 7.89 1.34
    Accenture PLC A* Technology 17.91 1.29
    Union Pacific Corp* Industrials 17.11 1.13
    Comcast Corp Class A* Communication Services 15.92 1.05
    Oracle Corp* Technology 17.01 1.03
    Berkshire Hathaway Inc B* Financial Services -0.45 1.01
    US Bancorp* Financial Services 10.22 0.89
    Eversource Energy* Utilities 8.79 0.89
    Mettler-Toledo International Inc* Healthcare 26.04 0.82
    Hubbell Inc* Technology 20.28 0.81
    PNC Financial Services Group Inc* Financial Services 8.13 0.79
    American Express Co* Financial Services 16.62 0.73
    Stryker Corp* Healthcare 25.77 0.71
    BB&T Corp* Financial Services 11.78 0.64
    United Parcel Service Inc Class * Industrials 11.64 0.64
    Consolidated Edison Inc* Utilities 10.62 0.62
    W.W. Grainger Inc* Industrials 6.03 0.59
    PepsiCo Inc* Consumer Defensive 7.94 0.58

    Best 5-Year Relative Performance | More
    03-20-19

    Worst 5-Year Relative Performance | More
    03-20-19

    Fund Name 5-Yr Rank Analyst Report  
    Boston Trust Equity 36 --
    Walden Equity 31 --
    Walden Small Cap 20 --
    Walden SMID Cap 18 --
    Boston Trust Small Cap 16 --

    Lowest Expenses | More
    03-20-19

    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
    03-20-19

    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
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Trust Asset M Domenic Colasacco 23.30
    Boston Trust Equity Domenic Colasacco 15.50
    Walden Equity William H. Apfel 8.60
    Walden Asset Managem William H. Apfel 7.20
    Boston Trust Small C Kenneth P. Scott 5.70

    Shortest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Walden International William H. Apfel 2.50
    Walden SMID Cap Kenneth P. Scott 3.50
    Boston Trust SMID Ca Kenneth P. Scott 3.70
    Walden Midcap Stephen J. Amyouny 3.80
    Walden Small Cap Kenneth P. Scott 4.70