Boston Trust & Walden Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-1.3115.0916.25-3.35--
    Category Average-2.2910.0218.85-7.484.01
    Assets for Each Yr*1.211.481.661.511.51
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -3.35 8.95 6.01

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,511 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 58.71 0.96 Average
    International Stock 3.0 2.58 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 6.05 2.24
    Becton, Dickinson and Co* Healthcare 7.44 1.54
    JPMorgan Chase & Co* Financial Services 7.96 1.37
    Accenture PLC A* Technology 6.69 1.32
    UnitedHealth Group Inc* Healthcare 6.58 1.23
    AptarGroup Inc* Consumer Cyclical 3.85 1.16
    Johnson & Johnson* Healthcare 1.27 1.14
    US Bancorp* Financial Services 9.89 0.93
    PNC Financial Services Group Inc* Financial Services 7.95 0.86
    Mettler-Toledo International Inc* Healthcare 6.46 0.79
    American Express Co* Financial Services 5.82 0.78
    Commerce Bancshares Inc* Financial Services 9.30 0.73
    PPG Industries Inc* Basic Materials 3.13 0.71
    Stryker Corp* Healthcare 6.89 0.70
    United Parcel Service Inc Class * Industrials 4.17 0.68
    BB&T Corp* Financial Services 13.78 0.65
    W.W. Grainger Inc* Industrials 8.16 0.63
    Consolidated Edison Inc* Utilities 0.07 0.61
    ONE Gas Inc* Utilities 2.78 0.56
    State Street Corporation* Financial Services 13.05 0.51

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Fund Name 5-Yr Rank Analyst Report  
    Walden Small Cap 61 --
    Boston Trust Small Cap 59 --
    Boston Trust Equity 50 --
    Walden Equity 42 --
    Walden SMID Cap 15 --

    Lowest Expenses | More
    01-18-19

    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
    01-18-19

    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
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Trust Asset M Domenic Colasacco 23.10
    Boston Trust Equity Domenic Colasacco 15.30
    Walden Equity William H. Apfel 8.50
    Walden Asset Managem William H. Apfel 7.10
    Boston Trust Small C Kenneth P. Scott 5.50

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Walden International William H. Apfel 2.40
    Walden SMID Cap Kenneth P. Scott 3.30
    Boston Trust SMID Ca Kenneth P. Scott 3.50
    Walden Midcap Stephen J. Amyouny 3.60
    Walden Small Cap Kenneth P. Scott 4.60