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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1098 | 1024 | 1136 | 1104 | 1407 | 2088 |
Fund Return | 9.81% | 2.35% | 13.55% | 3.36% | 7.06% | 7.64% |
Place in category | 300 | 302 | 304 | 272 | 240 | 109 |
% in Category | 97 | 90 | 100 | 90 | 88 | 52 |
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% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 78.69B | 5.45 | 6.51 | 7.01 | ||
American Funds Income Fund of A R6 | 22.58B | 5.49 | 6.83 | 7.32 | ||
Vanguard LifeStrategy Growth Inv | 22.37B | 2.58 | 6.87 | 7.88 | ||
American Funds Income Fund of Ame | 14.55B | 5.50 | 6.72 | 7.21 | ||
American Funds Growth and Inc A | 12.52B | 2.78 | 8.10 | 8.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.56 | 393.31 | -0.90% | |
United States Treasury Notes 3.875% | - | 6.48 | - | - | |
Apple | US0378331005 | 5.09 | 239.07 | +1.59% | |
United States Treasury Notes 2.75% | - | 5.08 | - | - | |
Alphabet C | US02079K1079 | 4.54 | 175.75 | +0.88% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Sell |
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