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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1174 | 1073 | 1246 | 1274 | 1638 | 2688 |
Fund Return | 17.45% | 7.27% | 24.58% | 8.39% | 10.38% | 10.39% |
Place in category | 336 | 327 | 367 | 175 | 268 | 49 |
% in Category | 84 | 78 | 92 | 50 | 81 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Boston Trust Small Cap | 1.38B | -0.50 | 5.99 | 9.48 | ||
Boston Trust SMID Cap Fund | 819.85M | 0.76 | 5.80 | 9.58 | ||
Boston Trust Asset Management | 560.45M | 2.11 | 5.99 | 8.53 | ||
Walden SMID Cap Fund | 310.06M | 0.65 | 6.18 | 9.44 | ||
Walden Equity | 256.68M | 13.55 | 6.26 | 11.13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 63.62B | 2.48 | 6.86 | 9.39 | ||
Fidelity Extended Market Index Ins | 39.44B | -1.09 | 5.89 | 8.91 | ||
Fidelity Mid Cap Index Fund Institu | 38.34B | 1.27 | 7.19 | 9.35 | ||
Vanguard Extended Market Index Inst | 34.3B | -1.08 | 5.90 | - | ||
Vanguard Extended Market Idx Adm | 25.02B | -1.08 | 5.85 | 8.91 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Paychex | US7043261079 | 3.05 | 153.48 | +2.40% | |
FactSet Research | US3030751057 | 2.20 | 440.73 | -0.22% | |
SEI | US7841171033 | 2.16 | 75.77 | -0.28% | |
Cooper | US2166485019 | 2.12 | 85.00 | -6.57% | |
Baker Hughes | US05722G1004 | 1.99 | 42.89 | +2.36% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Neutral | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Sell | Buy |
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