Total Return | -1.31 | 15.09 | 16.25 | -3.35 | 17.75 |
Category Average | -3.40 | 13.13 | 16.13 | -9.19 | 13.60 |
Assets for Each Yr* | 1.21 | 1.48 | 1.66 | 1.51 | 1.76 |
YTD | 3 Year | 5 Year | |||
---|---|---|---|---|---|
Fund Family | 17.75 | 11.40 | 9.27 | ||
Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
---|---|---|---|
$1,756 mil | $100,000 | 0.00 | 100.00 |
Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
Domestic Stock | 4.7 | 58.27 | 0.96 | Average |
International Stock | 3.0 | 2.89 | 1.15 | Average |
Municipal Bond | -- | -- | -- | -- |
Taxable Bond | -- | -- | -- | -- |
Sector | YTD Return % | % Net Assets | ||
---|---|---|---|---|
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Boston Trust Asset Managemen | 2 | -- | ||
Boston Trust Small Cap | 2 | -- | ||
Boston Trust Midcap | 3 | -- | ||
Boston Trust SMID Cap | 3 | -- | ||
Walden Small Cap | 3 | -- |
Fund Name | 5-Yr Rank | Analyst Report | ||
---|---|---|---|---|
Boston Trust Equity | 15 | -- | ||
Walden Equity | 10 | -- | ||
Walden SMID Cap | 8 | -- | ||
Walden Balanced | 7 | -- | ||
Walden Midcap | 5 | -- |
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 | -- |
Fund Name | Expense Ratio | Analyst Report | ||
---|---|---|---|---|
Walden International Equity | 1.15 | -- | ||
Boston Trust Small Cap | 1.00 | -- | ||
Walden Balanced | 1.00 | -- | ||
Walden Equity | 1.00 | -- | ||
Walden Midcap | 1.00 | -- |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Walden Equity | William H. Apfel | 9.10 | ||
Boston Trust Asset M | Domenic Colasacco | 8.00 | ||
Walden Balanced | William H. Apfel | 7.70 | ||
Boston Trust Small C | Kenneth P. Scott | 6.20 | ||
Boston Trust Midcap | Stephen J. Amyouny | 5.60 |
Fund Name | Manager Name | Avg Manager Tenure | ||
---|---|---|---|---|
Walden International | William H. Apfel | 3.00 | ||
Walden SMID Cap | Kenneth P. Scott | 4.00 | ||
Boston Trust SMID Ca | Kenneth P. Scott | 4.20 | ||
Walden Midcap | Stephen J. Amyouny | 4.30 | ||
Walden Small Cap | Kenneth P. Scott | 5.20 |