Boston Trust & Walden Funds Fund Family Report
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  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return4.88-1.3115.0916.252.21
    Category Average5.42-2.2910.0218.853.32
    Assets for Each Yr*1.371.211.481.661.61
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family 2.21 10.37 10.33

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,610 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 59.71 0.96 Average
    International Stock 3.0 2.67 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-13-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 13.86 2.39
    Microsoft Corp* Technology 24.23 2.07
    Alphabet Inc C* Technology 13.61 1.89
    Becton, Dickinson and Co* Healthcare 16.14 1.40
    JPMorgan Chase & Co* Financial Services 1.03 1.36
    Visa Inc Class A* Financial Services 22.65 1.31
    Accenture PLC A* Technology 10.67 1.29
    Automatic Data Processing Inc* Industrials 18.32 1.11
    UnitedHealth Group Inc* Healthcare 18.09 1.10
    Union Pacific Corp* Industrials 5.44 1.04
    3M Co* Industrials -13.37 0.98
    Donaldson Co Inc* Industrials -5.76 0.98
    Oracle Corp* Technology 3.66 0.98
    Johnson & Johnson* Healthcare -8.62 0.96
    Nike Inc B* Consumer Cyclical 24.35 0.94
    PNC Financial Services Group Inc* Financial Services -3.10 0.93
    Comcast Corp Class A* Communication Services -12.02 0.90
    Illinois Tool Works Inc* Industrials -12.91 0.83
    Northern Trust Corp* Financial Services 5.00 0.81
    Hubbell Inc* Technology -15.10 0.76

    Best 5-Year Relative Performance | More
    07-13-18

    Worst 5-Year Relative Performance | More
    07-13-18

    Fund Name 5-Yr Rank Analyst Report  
    Walden Small Cap 87 --
    Boston Trust Small Cap 86 --
    Boston Trust Equity 70 --
    Walden Equity 62 --
    Walden SMID Cap 43 --

    Lowest Expenses | More
    07-13-18

    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
    07-13-18

    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
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Trust Asset M Domenic Colasacco 22.60
    Boston Trust Equity Domenic Colasacco 14.80
    Walden Equity William H. Apfel 8.00
    Walden Asset Managem William H. Apfel 6.50
    Boston Trust Small C Kenneth P. Scott 5.00

    Shortest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Walden International William H. Apfel 1.80
    Walden SMID Cap Kenneth P. Scott 2.80
    Boston Trust SMID Ca Kenneth P. Scott 3.00
    Walden Midcap Stephen J. Amyouny 3.10
    Walden Small Cap Kenneth P. Scott 4.00