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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1137 | 998 | 1137 | 1145 | 1702 | 2913 |
Fund Return | 13.72% | -0.15% | 13.72% | 4.61% | 11.22% | 11.28% |
Place in category | 1220 | 1105 | 1220 | 1103 | 952 | 558 |
% in Category | 88 | 77 | 88 | 85 | 79 | 64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Boston Trust Small Cap | 1.42B | 22.31 | 8.91 | 10.91 | ||
Boston Trust SMID Cap Fund | 825.87M | 18.99 | 8.07 | 10.88 | ||
Boston Trust Asset Management | 569.48M | 14.39 | 5.10 | 8.71 | ||
Walden SMID Cap Fund | 303.26M | 18.94 | 7.92 | 10.73 | ||
Walden Equity | 267.22M | 13.55 | 6.26 | 11.13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Fidelity 500 Index Institutional Pr | 619.45B | 28.05 | 11.42 | 13.34 | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.32 | 422.37 | -1.28% | |
Apple | US0378331005 | 6.82 | 242.21 | -1.14% | |
Alphabet C | US02079K1079 | 6.54 | 196.71 | -0.63% | |
Costco | US22160K1051 | 4.44 | 921.37 | -0.15% | |
JPMorgan | US46625H1005 | 4.06 | 243.17 | +0.96% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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