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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1112 | 1000 | 1112 | 1079 | 1416 | 2239 |
Fund Return | 11.19% | -0.02% | 11.19% | 2.57% | 7.2% | 8.39% |
Place in category | 213 | 42 | 213 | 215 | 167 | 29 |
% in Category | 73 | 17 | 73 | 71 | 62 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Boston Trust Small Cap | 1.44B | 2.61 | 7.47 | 10.49 | ||
Boston Trust SMID Cap Fund | 827.25M | 3.33 | 6.44 | 10.58 | ||
Walden SMID Cap Fund | 311.27M | 3.81 | 6.90 | 10.49 | ||
Walden Equity | 264.65M | 13.55 | 6.26 | 11.13 | ||
Boston Trust Midcap Fund | 250.71M | 17.45 | 8.39 | 10.39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 78.15B | 3.19 | 5.30 | 7.14 | ||
Vanguard LifeStrategy Growth Inv | 22.46B | 13.18 | 3.61 | 7.95 | ||
American Funds Income Fund of A R6 | 22.41B | 3.19 | 5.61 | 7.45 | ||
American Funds Income Fund of Ame | 14.36B | 3.24 | 5.51 | 7.34 | ||
American Funds Growth and Inc A | 12.81B | 3.46 | 7.51 | 8.93 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.28 | 411.44 | -0.19% | |
Apple | US0378331005 | 5.29 | 232.62 | +2.18% | |
Alphabet C | US02079K1079 | 4.86 | 187.07 | -0.60% | |
Accenture | IE00B4BNMY34 | 3.84 | 390.01 | +0.81% | |
ADP | US0530151036 | 3.35 | 305.78 | -0.37% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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