Boston Trust & Walden Funds Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return27.944.88-1.3115.099.29
    Category Average32.955.28-2.019.4814.09
    Assets for Each Yr*1.421.371.211.481.55
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 9.29 9.78 10.91

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,548 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 60.44 0.96 Average
    International Stock -- 2.16 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-20-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 36.49 2.10
    Alphabet Inc C* Technology 28.04 1.72
    Microsoft Corp* Technology 28.71 1.65
    Comcast Corp Class A* Communication Services 9.17 1.34
    JPMorgan Chase & Co* Financial Services 17.68 1.22
    Becton, Dickinson and Co* Healthcare 29.28 1.20
    Accenture PLC A* Technology 21.26 1.17
    Visa Inc Class A* Financial Services 38.48 1.13
    Johnson & Johnson* Healthcare 25.75 1.12
    Oracle Corp* Technology 29.96 1.11
    3M Co* Industrials 25.91 1.07
    AptarGroup Inc* Consumer Cyclical 22.75 1.02
    Automatic Data Processing Inc* Industrials 14.46 0.96
    US Bancorp* Financial Services 6.97 0.96
    UnitedHealth Group Inc* Healthcare 30.98 0.92
    Berkshire Hathaway Inc B* Financial Services 15.99 0.90
    Omnicom Group Inc* Consumer Cyclical -11.48 0.87
    Illinois Tool Works Inc* Industrials 28.29 0.87
    C.R. Bard Inc* Healthcare 47.31 0.86
    PNC Financial Services Group Inc* Financial Services 19.31 0.86

    Best 5-Year Relative Performance | More
    10-20-17

    Worst 5-Year Relative Performance | More
    10-20-17

    Fund Name 5-Yr Rank Analyst Report  
    Walden Small Cap 84 --
    Boston Trust Small Cap 83 --
    Boston Trust Equity 79 --
    Walden SMID Cap 74 --
    Walden Equity 70 --

    Lowest Expenses | More
    10-20-17

    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
    10-20-17

    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
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Trust Asset M Domenic Colasacco 21.90
    Boston Trust Equity Domenic Colasacco 14.10
    Walden Equity William H. Apfel 7.20
    Walden Asset Managem William H. Apfel 5.80
    Boston Trust Small C Kenneth P. Scott 4.30

    Shortest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Walden International William H. Apfel 1.10
    Walden SMID Cap Kenneth P. Scott 2.10
    Boston Trust SMID Ca Kenneth P. Scott 2.30
    Walden Midcap Stephen J. Amyouny 2.40
    Walden Small Cap Kenneth P. Scott 3.30