Boston Trust & Walden Funds Fund Family Report
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  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-1.3115.0916.25-3.3510.51
    Category Average-3.4013.1316.13-9.198.92
    Assets for Each Yr*1.211.481.661.511.65
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 10.51 10.54 8.44

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,648 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.6 58.31 0.88 Below Avg
    International Stock 3.0 2.95 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-18-19

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 26.76 2.32
    Accenture PLC Class A* Technology 31.88 1.43
    Comcast Corp Class A* Communication Services 27.64 1.17
    Hubbell Inc* Technology 26.31 0.90
    Northern Trust Corp* Financial Services 4.80 0.77
    Ross Stores Inc* Consumer Cyclical 23.94 0.69
    Consolidated Edison Inc* Utilities 17.12 0.66
    BB&T Corp* Financial Services 15.84 0.63
    Henry Schein Inc* Healthcare 17.91 0.59
    Williams-Sonoma Inc* Consumer Cyclical 24.22 0.40
    Dunkin' Brands Group Inc* Consumer Cyclical 26.04 0.39
    Flowers Foods Inc* Consumer Defensive 25.18 0.36
    Dril-Quip Inc* Energy 44.72 0.30
    Texas Roadhouse Inc* Consumer Cyclical -9.65 0.28
    Ryman Hospitality Properties Inc* RealEstate 24.56 0.27
    IPG Photonics Corp* Technology 22.16 0.26
    International Flavors & Fragranc* Basic Materials 10.64 0.26
    Big Lots Inc* Consumer Defensive 4.67 0.26
    STERIS Ltd* Healthcare 34.39 0.22
    Juniper Networks Inc* Technology 1.23 0.21

    Best 5-Year Relative Performance | More
    06-18-19

    Worst 5-Year Relative Performance | More
    06-18-19

    Fund Name 5-Yr Rank Analyst Report  
    Boston Trust Equity 31 --
    Walden Equity 26 --
    Walden SMID Cap 10 --
    Boston Trust SMID Cap 7 --
    Walden Small Cap 7 --

    Lowest Expenses | More
    06-18-19

    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 --
    Walden International Equity 1.15 --

    Highest Expenses | More
    06-18-19

    Fund Name Expense Ratio Analyst Report  
    Walden International Equity 1.15 --
    Boston Trust Midcap 0.98 --
    Boston Trust Asset Managemen 0.93 --
    Boston Trust Equity 0.92 --
    Boston Trust SMID Cap 0.75 --

    Longest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Trust Asset M Domenic Colasacco 23.50
    Boston Trust Equity Domenic Colasacco 15.70
    Walden Equity William H. Apfel 8.90
    Walden Asset Managem William H. Apfel 7.50
    Boston Trust Small C Kenneth P. Scott 5.90

    Shortest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Walden International William H. Apfel 2.80
    Walden SMID Cap Kenneth P. Scott 3.70
    Boston Trust SMID Ca Kenneth P. Scott 3.90
    Walden Midcap Stephen J. Amyouny 4.00
    Walden Small Cap Kenneth P. Scott 5.00