Boston Trust & Walden Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return4.88-1.3115.0916.252.36
    Category Average5.42-2.2910.0218.85-0.22
    Assets for Each Yr*1.371.211.481.661.60
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family 2.36 10.40 8.11

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,596 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 59.32 0.96 Average
    International Stock 3.0 2.58 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 26.49 2.13
    Alphabet Inc Class C* Technology -0.99 2.03
    JPMorgan Chase & Co* Financial Services 4.80 1.40
    Accenture PLC A* Technology 7.28 1.27
    Costco Wholesale Corp* Consumer Defensive 26.99 1.20
    AptarGroup Inc* Consumer Cyclical 20.19 1.14
    UnitedHealth Group Inc* Healthcare 23.27 1.10
    Comcast Corp Class A* Communication Services -4.00 0.99
    Oracle Corp* Technology 6.32 0.96
    US Bancorp* Financial Services 2.02 0.90
    Northern Trust Corp* Financial Services -1.37 0.82
    ConocoPhillips* Energy 18.20 0.77
    Commerce Bancshares Inc* Financial Services 19.80 0.74
    United Parcel Service Inc Class * Industrials -5.89 0.74
    Mettler-Toledo International Inc* Healthcare -4.89 0.67
    Stryker Corp* Healthcare 9.29 0.65
    Henry Schein Inc* Healthcare 21.52 0.64
    PepsiCo Inc* Consumer Defensive -0.10 0.60
    Consolidated Edison Inc* Utilities -3.51 0.59
    Aspen Technology Inc* Technology 22.43 0.58

    Best 5-Year Relative Performance | More
    11-13-18

    Worst 5-Year Relative Performance | More
    11-13-18

    Fund Name 5-Yr Rank Analyst Report  
    Walden Small Cap 74 --
    Boston Trust Small Cap 68 --
    Boston Trust Equity 48 --
    Walden Equity 42 --
    Walden SMID Cap 38 --

    Lowest Expenses | More
    11-13-18

    Fund Name Expense Ratio Analyst Report  
    Boston Trust SMID Cap 0.75 --
    Boston Trust Asset Managemen 0.92 --
    Boston Trust Equity 0.93 --
    Boston Trust Midcap 1.00 --
    Boston Trust Small Cap 1.00 --

    Highest Expenses | More
    11-13-18

    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
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Trust Asset M Domenic Colasacco 23.00
    Boston Trust Equity Domenic Colasacco 15.10
    Walden Equity William H. Apfel 8.30
    Walden Asset Managem William H. Apfel 6.90
    Boston Trust Small C Kenneth P. Scott 5.30

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Walden International William H. Apfel 2.20
    Walden SMID Cap Kenneth P. Scott 3.20
    Boston Trust SMID Ca Kenneth P. Scott 3.30
    Walden Midcap Stephen J. Amyouny 3.50
    Walden Small Cap Kenneth P. Scott 4.40