Boston Trust & Walden Funds Fund Family Report
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  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return4.88-1.3115.0916.25-0.68
    Category Average5.42-2.2910.0218.850.06
    Assets for Each Yr*1.371.211.481.661.57
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family -0.68 9.27 10.13

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,565 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 59.13 0.96 Average
    International Stock -- 2.74 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-18-18

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 10.90 2.18
    Microsoft Corp* Technology 13.63 1.95
    Alphabet Inc C* Technology 1.91 1.83
    JPMorgan Chase & Co* Financial Services 4.97 1.43
    Becton, Dickinson and Co* Healthcare 5.47 1.40
    Accenture PLC A* Technology 2.32 1.30
    Visa Inc Class A* Financial Services 14.32 1.23
    3M Co* Industrials -14.31 1.11
    Costco Wholesale Corp* Consumer Defensive 7.47 1.10
    Comcast Corp Class A* Communication Services -17.43 1.09
    Berkshire Hathaway Inc B* Financial Services -1.09 1.08
    AptarGroup Inc* Consumer Cyclical 9.18 1.06
    Johnson & Johnson* Healthcare -10.48 1.05
    PNC Financial Services Group Inc* Financial Services 4.14 1.00
    Union Pacific Corp* Industrials 7.78 1.00
    UnitedHealth Group Inc* Healthcare 11.31 0.99
    Automatic Data Processing Inc* Industrials 10.54 0.98
    Oracle Corp* Technology -1.23 0.97
    Donaldson Co Inc* Industrials -2.37 0.96
    Cisco Systems Inc* Technology 14.44 0.93

    Best 5-Year Relative Performance | More
    05-18-18

    Worst 5-Year Relative Performance | More
    05-18-18

    Fund Name 5-Yr Rank Analyst Report  
    Walden Small Cap 91 --
    Boston Trust Small Cap 90 --
    Boston Trust Equity 71 --
    Walden Equity 62 --
    Walden SMID Cap 45 --

    Lowest Expenses | More
    05-18-18

    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
    05-18-18

    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
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Boston Trust Asset M Domenic Colasacco 22.50
    Boston Trust Equity Domenic Colasacco 14.60
    Walden Equity William H. Apfel 7.80
    Walden Asset Managem William H. Apfel 6.40
    Boston Trust Small C Kenneth P. Scott 4.80

    Shortest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Walden International William H. Apfel 1.70
    Walden SMID Cap Kenneth P. Scott 2.70
    Boston Trust SMID Ca Kenneth P. Scott 2.90
    Walden Midcap Stephen J. Amyouny 3.00
    Walden Small Cap Kenneth P. Scott 3.90