Boston Trust & Walden Funds Fund Family Report
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  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return4.88-1.3115.0916.259.15
    Category Average5.42-2.2910.0218.859.10
    Assets for Each Yr*1.371.211.481.661.72
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family 9.15 14.27 11.31

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,721 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 60.14 0.96 Average
    International Stock 3.0 2.56 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-19-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 32.06 2.13
    JPMorgan Chase & Co* Financial Services 11.56 1.40
    Accenture PLC A* Technology 13.97 1.27
    Costco Wholesale Corp* Consumer Defensive 26.53 1.20
    UnitedHealth Group Inc* Healthcare 21.51 1.10
    Union Pacific Corp* Industrials 23.09 1.04
    Berkshire Hathaway Inc B* Financial Services 11.47 1.01
    Comcast Corp Class A* Communication Services -5.47 0.99
    Oracle Corp* Technology 5.75 0.96
    PNC Financial Services Group Inc* Financial Services -0.21 0.90
    US Bancorp* Financial Services 3.62 0.90
    PPG Industries Inc* Basic Materials -0.33 0.81
    Stryker Corp* Healthcare 12.68 0.65
    Applied Industrial Technologies * Industrials 18.65 0.48
    UniFirst Corp* Consumer Cyclical 6.80 0.47
    CoreSite Realty Corp* RealEstate 2.41 0.46
    Honeywell International Inc* Industrials 9.57 0.45
    UMB Financial Corp* Financial Services 4.02 0.40
    Ryman Hospitality Properties Inc* RealEstate 29.24 0.38
    Williams-Sonoma Inc* Consumer Cyclical 31.59 0.38

    Best 5-Year Relative Performance | More
    09-19-18

    Worst 5-Year Relative Performance | More
    09-19-18

    Fund Name 5-Yr Rank Analyst Report  
    Walden Small Cap 80 --
    Boston Trust Small Cap 79 --
    Boston Trust Equity 60 --
    Walden Equity 48 --
    Walden SMID Cap 38 --

    Lowest Expenses | More
    09-19-18

    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
    09-19-18

    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
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Trust Asset M Domenic Colasacco 22.80
    Boston Trust Equity Domenic Colasacco 15.00
    Walden Equity William H. Apfel 8.10
    Walden Asset Managem William H. Apfel 6.70
    Boston Trust Small C Kenneth P. Scott 5.20

    Shortest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Walden International William H. Apfel 2.00
    Walden SMID Cap Kenneth P. Scott 3.00
    Boston Trust SMID Ca Kenneth P. Scott 3.20
    Walden Midcap Stephen J. Amyouny 3.30
    Walden Small Cap Kenneth P. Scott 4.20