Boston Trust & Walden Funds Fund Family Report
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  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-1.3115.0916.25-3.3519.84
    Category Average-3.4013.1316.13-9.1916.52
    Assets for Each Yr*1.211.481.661.511.78
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 19.84 12.28 10.26

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,780 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.7 58.37 0.96 Average
    International Stock 3.0 2.88 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-13-19

      Sector YTD Return % % Net Assets  
    Becton, Dickinson and Co* Healthcare 13.12 1.35
    JPMorgan Chase & Co* Financial Services 14.46 1.35
    Automatic Data Processing Inc* Industrials 29.87 1.25
    Donaldson Co Inc* Industrials 14.34 1.07
    Oracle Corp* Technology 21.02 1.06
    UnitedHealth Group Inc* Healthcare 0.83 1.02
    Starbucks Corp* Consumer Cyclical 51.72 1.00
    Nike Inc B* Consumer Cyclical 12.98 0.99
    Berkshire Hathaway Inc B* Financial Services -2.64 0.97
    Mettler-Toledo International Inc* Healthcare 21.99 0.81
    Stryker Corp* Healthcare 40.45 0.77
    Cincinnati Financial Corp* Financial Services 44.45 0.76
    Ross Stores Inc* Consumer Cyclical 28.55 0.70
    Henry Schein Inc* Healthcare 5.48 0.65
    Commerce Bancshares Inc* Financial Services 2.70 0.64
    Sysco Corp* Consumer Defensive 18.94 0.59
    United Parcel Service Inc Class * Industrials 20.73 0.59
    Merck & Co Inc* Healthcare 14.10 0.50
    M&T Bank Corp* Financial Services 7.12 0.45
    Expeditors International of Wash* Industrials 5.89 0.43

    Best 5-Year Relative Performance | More
    08-13-19

    Worst 5-Year Relative Performance | More
    08-13-19

    Fund Name 5-Yr Rank Analyst Report  
    Walden Equity 15 --
    Boston Trust Equity 14 --
    Walden SMID Cap 8 --
    Walden Asset Management 6 --
    Boston Trust SMID Cap 5 --

    Lowest Expenses | More
    08-13-19

    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
    08-13-19

    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
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Trust Asset M Domenic Colasacco 23.70
    Boston Trust Equity Domenic Colasacco 15.90
    Walden Equity William H. Apfel 9.00
    Walden Asset Managem William H. Apfel 7.60
    Boston Trust Small C Kenneth P. Scott 6.10

    Shortest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Walden International William H. Apfel 2.90
    Walden SMID Cap Kenneth P. Scott 3.90
    Boston Trust SMID Ca Kenneth P. Scott 4.10
    Walden Midcap Stephen J. Amyouny 4.20
    Walden Small Cap Kenneth P. Scott 5.10