Boston Trust & Walden Funds Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return27.944.88-1.3115.093.72
    Category Average32.955.28-2.019.484.76
    Assets for Each Yr*1.421.371.211.481.43
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 3.72 7.74 10.38

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,430 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 61.35 0.96 Average
    International Stock -- 1.65 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-24-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 21.92 1.71
    Microsoft Corp* Technology 5.20 1.46
    Comcast Corp Class A* Communication Services 8.27 1.25
    JPMorgan Chase & Co* Financial Services 1.72 1.24
    Alphabet Inc C* Technology 5.52 1.24
    C.R. Bard Inc* Healthcare 11.35 1.17
    Becton, Dickinson and Co* Healthcare 11.51 1.17
    Accenture PLC A* Technology 1.58 1.15
    Johnson & Johnson* Healthcare 9.61 1.10
    W.W. Grainger Inc* Industrials 3.66 1.08
    Omnicom Group Inc* Consumer Cyclical -0.27 1.08
    Costco Wholesale Corp* Consumer Defensive 3.97 1.00
    US Bancorp* Financial Services 2.34 0.99
    Nike Inc B* Consumer Cyclical 11.23 0.96
    Oracle Corp* Technology 16.51 0.96
    Visa Inc Class A* Financial Services 14.53 0.96
    3M Co* Industrials 7.90 0.95
    Automatic Data Processing Inc* Industrials 1.14 0.95
    PNC Financial Services Group Inc* Financial Services 2.56 0.92
    Illinois Tool Works Inc* Industrials 8.42 0.90

    Best 5-Year Relative Performance | More
    03-24-17

    Worst 5-Year Relative Performance | More
    03-24-17

    Fund Name 5-Yr Rank Analyst Report  
    Boston Trust Equity 82 --
    Walden Equity 79 --
    Boston Trust Small Cap 67 --
    Walden Small Cap 66 --
    Boston Trust SMID Cap 49 --

    Lowest Expenses | More
    03-24-17

    Fund Name Expense Ratio Analyst Report  
    Boston Trust SMID Cap 0.75 --
    Boston Trust Asset Managemen 0.95 --
    Boston Trust Equity 0.96 --
    Boston Trust Midcap 1.00 --
    Boston Trust Small Cap 1.00 --

    Highest Expenses | More
    03-24-17

    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
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Trust Asset M Domenic Colasacco 21.30
    Boston Trust Equity Domenic Colasacco 13.50
    Boston Trust Small C Kenneth P. Scott 11.30
    Boston Trust Midcap Stephen J. Amyouny 9.50
    Walden Small Cap Kenneth P. Scott 8.40

    Shortest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Walden International William H. Apfel 1.80
    Walden SMID Cap Kenneth P. Scott 4.70
    Walden Asset Managem William H. Apfel 5.20
    Boston Trust SMID Ca Kenneth P. Scott 5.30
    Walden Midcap Stephen J. Amyouny 5.60