Boston Trust & Walden Funds Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-1.3115.0916.25-3.3511.14
    Category Average-3.4013.1316.13-9.1912.07
    Assets for Each Yr*1.211.481.661.511.69
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 11.14 13.63 8.53

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,692 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 60.28 0.96 Average
    International Stock 3.0 2.52 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    Alphabet Inc Class C* Technology 15.76 1.95
    JPMorgan Chase & Co* Financial Services 10.22 1.34
    Accenture PLC A* Technology 17.86 1.29
    UnitedHealth Group Inc* Healthcare 3.58 1.21
    Union Pacific Corp* Industrials 16.93 1.13
    Comcast Corp Class A* Communication Services 16.83 1.05
    Nike Inc B* Consumer Cyclical 18.57 1.04
    Johnson & Johnson* Healthcare 7.97 1.03
    Oracle Corp* Technology 20.11 1.03
    Berkshire Hathaway Inc B* Financial Services 0.48 1.01
    Eversource Energy* Utilities 8.76 0.89
    US Bancorp* Financial Services 13.63 0.89
    Mettler-Toledo International Inc* Healthcare 26.55 0.82
    Hubbell Inc* Technology 22.82 0.81
    PNC Financial Services Group Inc* Financial Services 11.56 0.79
    Illinois Tool Works Inc* Industrials 15.23 0.77
    American Express Co* Financial Services 18.61 0.73
    ConocoPhillips* Energy 8.51 0.71
    Northern Trust Corp* Financial Services 14.44 0.71
    Stryker Corp* Healthcare 25.12 0.71

    Best 5-Year Relative Performance | More
    03-19-19

    Worst 5-Year Relative Performance | More
    03-19-19

    Fund Name 5-Yr Rank Analyst Report  
    Boston Trust Equity 34 --
    Walden Equity 28 --
    Walden Small Cap 18 --
    Walden SMID Cap 16 --
    Boston Trust Small Cap 14 --

    Lowest Expenses | More
    03-19-19

    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
    03-19-19

    Fund Name Expense Ratio Analyst Report  
    Walden International Equity 1.15 --
    Boston Trust Small Cap 1.00 --
    Walden Asset Management 1.00 --
    Walden Equity 1.00 --
    Walden Midcap 1.00 --

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Trust Asset M Domenic Colasacco 23.30
    Boston Trust Equity Domenic Colasacco 15.50
    Walden Equity William H. Apfel 8.60
    Walden Asset Managem William H. Apfel 7.20
    Boston Trust Small C Kenneth P. Scott 5.70

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Walden International William H. Apfel 2.50
    Walden SMID Cap Kenneth P. Scott 3.50
    Boston Trust SMID Ca Kenneth P. Scott 3.70
    Walden Midcap Stephen J. Amyouny 3.80
    Walden Small Cap Kenneth P. Scott 4.70