Boston Trust Walden Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-1.3115.0916.25-3.3517.75
    Category Average-3.4013.1316.13-9.1913.60
    Assets for Each Yr*1.211.481.661.511.76
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 17.75 11.40 9.27

    Key Stats
    08-31-19

    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 -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Boston Trust Equity 15 --
    Walden Equity 10 --
    Walden SMID Cap 8 --
    Walden Balanced 7 --
    Walden Midcap 5 --

    Lowest Expenses | More
    09-16-19

    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
    09-16-19

    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 --

    Longest Manager Tenure | More
    09-16-19

    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

    Shortest Manager Tenure | More
    09-16-19

    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