Top 11 Boston Trust Walden Funds

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Boston Trust Walden Funds

  • Net Assets
  • $1.94 B
  • Oldest Fund Launched In
  • 1995
  • # of Funds | Share Classes
  • 11 | 11
  • AVG Manager Tenure
  • 7.0 years
  • Expense range
  • 0.9% to 1.2% AVG: 1.0%
  • % of no load funds
  • 100%

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Overview

This is a list of Boston Trust Walden Funds Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.

Short-Term Returns

In this table you will find short term historical return data, including 1-year returns and 3-year returns on Boston Trust Walden Funds Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.

Long-Term Returns

This table presents long term historical returns data for Boston Trust Walden Funds Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.

Expenses

This list includes all management costs and other fee information for Boston Trust Walden Funds Funds.

Dividend

This page includes relevant dividend information on Boston Trust Walden Funds Funds.

Managers

The table below illustrates valuable information regarding the primary fund manager for Boston Trust Walden Funds Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in Boston Trust Walden Funds Funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for Boston Trust Walden Funds Funds.

Fund Name Share Class & Symbol Primary Category Net Assets ($M USD) 1 Year Return 1 Year Rank in Primary Category Exp Ratio Primary Manager Tenure (yrs)
Boston Trust Asset Management Fund No Load (BTBFX) North America Equity $608.20 14.06% 15.38% 0.93% 24.01
Boston Trust Small Cap Fund Other (BOSOX) U.S. Small-Cap Blend Equity $249.47 13.97% 6.78% 1.09% 13.96
Walden Equity Fund No Load (WSEFX) U.S. Large-Cap Blend Equity $242.74 20.15% 4.06% 1.08% 9.34
Boston Trust Equity Fund No Load (BTEFX) U.S. Large-Cap Blend Equity $155.63 20.26% 3.80% 0.92% 16.18
Walden Balanced Fund No Load (WSBFX) North America $154.19 14.89% 3.89% 1.04% 7.91
Boston Trust Midcap Fund No Load (BTMFX) U.S. Mid-Cap Blend Equity $135.90 13.86% 24.02% 0.98% 12.19
Walden Small Cap Fund No Load (WASOX) U.S. Small-Cap Blend Equity $122.06 14.25% 5.90% 1.05% 11.11
Boston Trust SMID Cap Fund Other (BTSMX) U.S. Mid-Cap Blend Equity $93.02 16.05% 11.11% 0.98% 8.01
Walden Midcap Fund No Load (WAMFX) U.S. Mid-Cap Blend Equity $61.53 12.32% 31.83% 1.00% 8.34
Walden SMID Cap Fund Other (WASMX) U.S. Mid-Cap Blend Equity $60.40 13.40% 26.43% 1.08% 7.43
Walden International Equity Fund Other (WIEFX) International and Foreign Large-Cap Blend Equity $54.62 11.83% 50.07% 1.17% 4.48
Fund Name YTD YTD Rank in Primary Category 1 Year Return 1 Year Rank in Primary Category 3 Year Return 3 Year Rank in Primary Category
Fund Name 5 Year Return 5 Year Rank in Primary Category 10 Year Return 10 Year Rank in Primary Category Inception Date
Fund Name Exp Ratio Management Fee 12b-1 Admin Fee Front Load Deferred Load Max Redemption Fee Turnover
Fund Name Div Yield Last Dividend Date Last Dividend Amount Dividend Frequency Net Income Ratio
Fund Name YTD Primary Manager Start Date Primary Manager Tenure (yrs) Tenure Rank
Fund Name IRA Minimum Standard Minimum
Fund Name Stocks Bonds Convertible Bonds Preferred Stocks Cash

Boston Trust Walden Funds is a company that sells mutual funds with $1,938M in assets under management. The average expense ratio from all mutual funds is 1.00%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 1995. The average manager tenure for all managers at Boston Trust Walden Funds is 6.95 years. The company offers investors 11 mutual funds, in terms of the number of individual fund symbols.


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